FAQs in this section
What is Zoom Meet?
What are the benefits of Zoom and Vtiger CRM integration?
How do I activate Zoom in Vtiger CRM?
How do I access Zoom meetings in the CRM?
How do I create an event with a Zoom Meet from the Events module?
What happens to the participant status in a Zoom meeting when an event is marked as held?
How do I get a recording of a Zoom Meet event?
How do I create a Zoom meeting from the Contacts module?
How do I send a Zoom meeting via email?
How do I uninstall or deactivate Zoom Meet in the CRM?
How do 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 do I create a Zoom meeting from the Web Chats module?
Table of Contents
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
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