Zoom Integration

voip integrations zoom

One way to connect with the Contacts that you have in your CRM is through online video. RealtimeCRM provides an integration with Zoom in order for you to set up these video meetings.

Managing your Zoom connection

Installation

In order to connect your Zoom account with RealtimeCRM follow these steps:

  1. Click on the name shown at the top right of the screen
  2. Select Settings from the dropdown menu that appears
  3. Select Third Party Integration sub-menu
  4. Scroll down until you see Zoom Meetings and click the Connect to Zoom button. This will validate with your own account.

How to use your Zoom integration

Scheduling a Meeting

Once connected, it’s simple to make use of the online video scheduling facility and connect with your Contacts.

Start by visiting the Contact that you want to schedule a call with. On the right hand side, view the Communication panel and click the Add button. This will allow you to enter the date and times of the call that you would like.

The user will be sent an email to confirm the meeting and a web link to click on to take them to the Zoom platform. You can enter a custom message to be sent along with this invitation email if you wish. You can also write notes for your own benefit in order to remember what you need to discuss.

Managing Meetings

If you want to cancel a meeting or simply want to review what you have arranged click on the Manage button in the Communication panel. This will open a modal where you can see what future meeting you have scheduled.

Joining a Meeting

When a meeting is due you can click the JOIN MEETING button which will display in the Communication Panel for the appropriate Contact. You will be taken to the Zoom interface to speak with them. Alternatively, you can click on the Launch button for any future meeting from within the Manage Meetings modal.

Uninstalling

If you want to disconnect your Zoom connection then this can be done in a similar way. Note that any changes that you made while you were connected - such as scheduling meetings - will still remain and be visible via your Zoom account but you will no longer be able to manage or connect to Contacts via RealtimeCRM.

  1. Click on the name shown at the top right of the screen
  2. Select Settings from the dropdown menu that appears
  3. Select Third Party Integration sub-menu
  4. Scroll down until you see Zoom Meetings and click the Disconnect your Account button.

Help and Advice

If you are having problems with integrating this application please speak to our support team in the first instance. Details of how to contact us can be found on our support page