Zoom meetings integration
Connect Zoom to host meetings from the CRM.
Connecting Zoom lets you create Zoom meetings directly when scheduling, with the join link attached to the CRM meeting record.
Connect & use
- In Settings/Integrations, connect your Zoom account (authorize when prompted).
- When scheduling a meeting, choose Zoom as the Meeting Platform.
- A Zoom Meeting Link and Meeting ID are generated and shared with invitees.
- Start or join from the meeting record at the scheduled time.
See “Integrations overview” for connecting third-party accounts.
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