Schedule Meetings in Zoom with RealtimeCRM
We’re really pleased to announce our new integration with Zoom. RealtimeCRM enables you to manage your customers and to drive your sales opportunities forward achieving your goals, with our new Zoom integration we’ll be here to help you connect, communicate, and express your ideas so you can get more done together with your clients.
Integrating RealtimeCRM with Zoom
It’s really simply to get started, all you need to do is have your Zoom log in details ready and when prompted enter them, and then you’re ready to go. There’s no complicated set up neccessary.
Scheduling meetings is a breeze
Once connected, it’s simple to schedule meetings with your Contacts.
Just head over to the Contact you want to invite to a meeting and click the add button on the communication panel. This will allow you to set the date and time as well as enter any other details the Contact will need, plus any notes for yourself that only you can see.
The other awesome benefit of our zoom integration is that through RealtimeCRM you can invite specific clients, this is actually a paid feature for Zoom so doing it through RealtimeCRM can save you $10 a month.
Need to rearrange or cancel a meeeting?
We’ve got you covered, you can easily manage your Zoom Meetings from within RealtimeCRM, if you need to cancel we’ll automatically send the Contact an email informing them of the cancellation and add it to the Activity Timeline too so you and your team are always on top of what’s going on.
Where to view your Scheduled Meetings?
You can view your scheduled Zoom Meetings in your Tasks Calendar and the Scheduler but note that by default they are set not to appear but you can choose whether to display them or not.
Not on RealtimeCRM yet? Try it free for 30 days
Instant access No credit card required