ZOOM integration into activities
OK so zoom integration. its installed and enabled in pipedrive. But there is no way to:
- schedule a zoom meeting
- add the zoom call info
- add multiple people to the zoom meeting
Im sure Im missing something because there is literally NO ZOOM anything in pipedrive.
Comments
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You can use this ZAP.
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Hi @Andy Newbom
Once you've installed the Zoom app from the marketplace you need to take the following steps:
- Create an activity
- Click on the video call section
- Click "make it a Zoom meeting"
- Now you can add multiple people as a contact on the activity
- If you want you can also send them a calendar invite for the meeting
Check the GIF below on how it should look.
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Amit Sarda said:
You can use this ZAP.
Amit, how do I get to this page to set this up? Thanks!
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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:
- Create an activity
- Click on the video call section
- Click "make it a Zoom meeting"
- Now you can add multiple people as a contact on the activity
- 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!
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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
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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:
- Create an activity
- Click on the video call section
- Click "make it a Zoom meeting"
- Now you can add multiple people as a contact on the activity
- 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:
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