ZOOM integration into activities

Andy Newbom

OK so zoom integration. its installed and enabled in pipedrive. But there is no way to:

1. schedule a zoom meeting
2. add the zoom call info
3. add multiple people to the zoom meeting

Im sure Im missing something because there is literally NO ZOOM anything in pipedrive.

Amit Sarda (AmitSarda.xyz)

You can use this ZAP.

 

 

 

Mike van der Valk

Hi @Andy Newbom 

Once you've installed the Zoom app from the marketplace you need to take the following steps:

1. Create an activity
2. Click on the video call section 
3. Click "make it a Zoom meeting"
4. Now you can add multiple people as a contact on the activity
5. If you want you can also send them a calendar invite for the meeting

Check the GIF below on how it should look.

 

Erica Cain

Amit Sarda said:

You can use this ZAP.

 

 

 

Amit, how do I get to this page to set this up?  Thanks!

Erica Cain

Mike van der Valk said:

Hi @Andy Newbom 

Once you've installed the Zoom app from the marketplace you need to take the following steps:

1. Create an activity
2. Click on the video call section 
3. Click "make it a Zoom meeting"
4. Now you can add multiple people as a contact on the activity
5. If you want you can also send them a calendar invite for the meeting

Check the GIF below on how it should look.

 

How do I set automation so that my clients can select a meeting time from my availability (already synced with Google Calendar) and have a Zoom link generated automatically?  I understand the above video, but I would have to go in and create each activity it looks like...

Thanks!

Mike van der Valk

Amit Sarda said:

You can use this ZAP.

 

 

 

@Erica Cain this is inside Zapier.com you can check out all possibilities of connecting Zoom and Pipedrive via this link: https://zapier.com/apps/pipedrive/integrations/zoom

Mike van der Valk

Mike van der Valk said:

Hi @Andy Newbom 

Once you've installed the Zoom app from the marketplace you need to take the following steps:

1. Create an activity
2. Click on the video call section 
3. Click "make it a Zoom meeting"
4. Now you can add multiple people as a contact on the activity
5. If you want you can also send them a calendar invite for the meeting

Check the GIF below on how it should look.

 

Hi @Erica Cain 

Unfortunately the Zoom integration isn't connected directly to our scheduler functionality yet. However, so far I see that users use a standard generated Zoom link and add this in the location or description field while setting up the scheduler link. Check out this image: