ZOOM integration into activities

Andy Newbom
Andy Newbom Posts: 23
edited July 24 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.

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Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 24 #2

    You can use this ZAP.

     

    image

     

     

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 24 #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 Posts: 3
    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 Posts: 3
    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 Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    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 Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    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