Integrating Zoom with Zoho Connect
Overview
What is Zoom Meetings?
Benefits of the integration
- Create meetings in Zoom without leaving your Zoho Connect network
- Effortlessly add your network members to a Zoom Meeting
- Invite people outside your Zoho Connect network to a Zoom Meeting
- View all of your upcoming and previous meetings in the events tab in Zoho Connect.
Who can use this integration?
How do I configure the Zoom Meeting integration in my Zoho Connect network?
- Log in to your Zoho Connect web app with an admin profile.
- Click the plug icon [
] in the right menu.
- In the Integrations page, select Zoom from the list of integrations.
- In the new page, click Authenticate Now.
- In the new pop-out, enter your Zoom account credentials and click Authenticate.
How do I create a Zoom Meeting from Zoho Connect?
- Click Feeds from the main menu on the left.
- Click What's on your mind? at the top of the Feeds page.
- Click the events icon [
] at the top of the rich text editor.
- Select Zoom Meeting from the dropdown.
- If you haven't authenticated yet, complete the authentication process and then proceed to step 6.
- In the pop-out, enter the meeting title and select the start date and time.
- In the invitees field, add invitees. To add users outside the network, choose the Selected Members and Groups option from the dropdown.
- Click the add user icon [
] on the right side of the Add Invites field.
- In the new pop-out, enter the email addresses of people you'd like to invite separated by commas and click Add.
- In the Create Meeting pop-out, click Create.
What happens once the Zoom Meeting is created?
How do you join a Zoom Meeting created in Zoho Connect?
- Log in to your Zoho Connect network.
- Navigate to the Zoom Meeting details post shared on the network/group wall. Alternatively, click the notification you received.
- In the details post, click Open Zoom.
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