Attach Zoom Meeting Cloud Link To Deal

Nick Amiradaki
Nick Amiradaki Member Posts: 2 VERIFIED MEMBER
Second Anniversary First Comment Photogenic
edited July 2022 in Ideas and Product Feedback #1

FEATURE REQUEST

Our sales process heavily relies on Zoom Meetings, Pipedrive's Zoom meeting integration is great, but would be brilliant if it imported the Zoom Cloud Based URL for the meeting once it was completed.

We have multiple advisors connect with our clients at various stage through the sales buying cycle, having all prior zoom links saved into the deal, would allow each advisor to watch the previous zoom video to get context before jumping into the next meeting.

Would this be possible?

The Zoom admin interface allows for either Local recordings, or Cloud based, our entire sales team uses Cloud based, so the URL's are generated, it would just be a matter of importing the urls into the deal as a note or some other element for future reference.

Cheers

Nick

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  • StephenC
    StephenC Member Posts: 10 VERIFIED MEMBER
    Fourth Anniversary Photogenic First Comment
    edited September 24 #2

    I would value having Zoom meeting recordings and transcripts linked inside PipeDrive also.

    Being able to download these files into a Deal or Contact for sharing directly and/or automatically somehow would be awesome.

    Perhaps, tying it to Google Drive sync would be helpful.

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