Attach Zoom Meeting Cloud Link To Deal

Nick Amiradaki
Nick Amiradaki Member Posts: 2
First Comment First Anniversary Photogenic


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.



0 votes

· Last Updated -