FAQs in this section
What is Zoom Meet?
What are the benefits of Zoom and Vtiger CRM integration?
How can I access Zoom meetings in the CRM?
How can I create a Zoom meeting from the Events module?
What happens to the participant status in a Zoom meeting when an event is marked as held?
Can I get the recording link of the Zoom meeting?
How can I create a Zoom meeting from the Contacts module?
How can I create a Zoom meeting from the Web Chats module?
How can I deactivate Zoom meeting in the CRM?
How can I uninstall the Vtiger CRM app from my Zoom account?
I am getting the' You cannot authorize the app.' error in Zoom. What should I do?
How can I activate Zoom in Vtiger CRM?

How can I send a Zoom meeting from Emails?

You can insert and send a Zoom meeting link to your contact or co-worker from the Compose Email window.
Let us consider this example from the Deals module.
Follow these steps to create a Zoom meeting from the Deals module:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Sales.
  4. Select Deals.
  5. Open any deal record.
  6. Click the Email icon on the top right corner of the record.
  7. Click the Insert Links dropdown from the Compose Email window.
  8. Select the Schedule Conference option.
  9. Enter the following information:
    • Event Name
    • Activity Type - Zoom Meet
    • Start Date
    • Start Time
    • Duration
  10. Click Add. The meeting information is added to your email.
  11. Add email content in the text window.
    • Note: You can also select an existing email template by clicking the Select Email Template button instead of typing it from scratch. To know more about Email Templates, click here.
  12. Click Send.
 To know more about Zoom Meet, click here.
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