Schedule meetings with the GoToMeeting extension for Zoho CRM from custom modules.

Schedule meetings with the GoToMeeting extension for Zoho CRM from custom modules.

Customizing modules and fields helps you tailor your CRM in order to cater to unique needs. One size, of course, doesn't always fit all. That's why we're here to help.

 

The GoToMeeting extension for Zoho CRM can be used to set up a meeting with leads, contacts, and accounts. By tweaking this extension with the customization option in Zoho CRM, meetings can be hosted from custom modules, too. Here's how:

 

  1. Log in to your Zoho CRM. Follow the path Settings -> Setup -> Modules (Found under Customization)

  2. In the list of modules, select the custom module from which you would like to schedule meetings directly. If you don't have a custom module already, check this out to create one. We have already got our custom module 'Prospect' set up.

  3. Next, go to the Links and Buttons tab. Select Create New Button.

  4. Provide the name of the button and a description of it, if necessary.

  5. Place the button at a location of your choice. For this function, the location View Page would be ideal.

  6. In the next drop-down, choose to have the button invoke a URL as its action. Paste this URL in the text box :
    "https://extensions.zoho.com/plugin/gotomeeting/createmeeting?module=Prospects&rec_id="

  7. Choose both Prospects Id and Email from the Fields dropdown. The URL will be changed accordingly.

    Note: The word 'Prospects' is used here because the custom module was assumed with that name. Change the URL accordingly depending on your module name.

    All fields and options chosen here are the ones that facilitate the optimal functioning of the required functionality. You can also choose other parameters depending upon your intended usage.

  8. Next, choose where you want to show the content of the button action. After this, you're good to go.