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 send a Zoom meeting from Emails?
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 create a Zoom meeting from the Web Chats module?

Follow these steps to create a Zoom meeting from the Web Chats module:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Help desk.
  4. Select Web Chats.
  5. In the live chat console, click on any conversation.
  6. Click on the More icon on the top right of the conversation.
  7. Select the Schedule Conference option in the dropdown.
  8. Fill the following details in the Schedule Conference window:
    • Subject 
    • Activity Type - Zoom Meet
    • Start Date
    • Start Time 
    • Duration 
  9. Click Add.
  10. You can send the Zoom meeting link from:
    • the conversation in Web Chats
    • an Email compose window
 To know more about Zoom Meet, click here.
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