ZOOM integration into activities

Andy Newbom
Andy Newbom Member Posts: 14 VERIFIED MEMBER
10 Comments
edited July 2022 in Sales CRM #1

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.

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,606 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    edited February 2022 #2

    You can use this ZAP.

     

    image

     

     

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited February 2022 #3

    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.

     

    image
  • Erica Cain
    Erica Cain Member Posts: 3 VERIFIED MEMBER
    edited October 2020 #4

    You can use this ZAP.

     

    image

     

     

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

  • Erica Cain
    Erica Cain Member Posts: 3 VERIFIED MEMBER
    edited October 2020 #5

    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.

     

    image

    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
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited October 2020 #6

    You can use this ZAP.

     

    image

     

     

    @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 Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited October 2020 #7

    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.

     

    image

    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:

    image
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