Integrating with Zoom
Set up integration with Zoom Meeting
- Go to Settings > Integrations/Toppings > Zoom Meeting and click Setup Now.
- In the Zoom Meeting page, click Activate.
- Once the integration is activated by the Admin, individual users who want to use Zoom integration can connect their Zoom account with Bigin. This can be done via a pop-up that appears when the user tries to schedule an online meeting.
- Go to the Activities module and click the Events tab.
- Click + Event.
- Enter the Event Information.
- Select the Online Meeting checkbox.
- Choose Zoom Meeting from the drop-down.
- Click Connect Now in the pop-up that appears.
- Choose the contacts, users, or enter an email address in the Participants field.
- Click Save.
- Go to the Contacts module and select a contact.
- In the Contacts Details page, Click the Meeting icon > Schedule online meeting.
- Enter the Event Information, choose the appropriate date and time and click Save.
Invite participants to a meeting
- Go to the Activities module and click the Events tab.
- Select the desired online event.
- Click +More in the Participants section and select contacts, users, or enter an email address.
- Click Save.
Create an Instant Meeting
- Go to the Contacts module and select a contact.
- Click the Meeting icon > Meet Now.
- Enter the Event information and click Start Meeting.
You will be redirected to a Zoom Meeting page and the contact will receive a meeting invite via email to join the meeting.
Start a meeting from Bigin
View meeting recording
- Go to the Activities module and click the Events tab.
- Open the desired online event.
The video recording will be available under the Recording section.
Disable Meeting Integration
- Go to Settings > Integrations/Toppings > Zoom Meetings and click Manage.
- Click Deactivate in the Zoom Meetings page.
Uninstall Bigin from Zoom Marketplace
- Login to your Zoom account and navigate to the Zoom App Marketplace.
- Click Manage > Installed Apps or search for Bigin by Zoho CRM app.
- Click Bigin by Zoho CRM.
- Click Uninstall.
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