Follow these steps to create a Zoom meeting from the Web Chats module:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Help desk.
- Select Web Chats.
- In the live chat console, click on any conversation.
- Click on the More icon on the top right of the conversation.
- Select the Schedule Conference option in the dropdown.
- Enter or select the following in the Schedule Conference window:
- Subject
- Activity Type - Zoom Meet
- Start Date
- Start Time
- Duration
- Click Add.
- 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.