Configuring Click Meeting | Zoho CRM - Help

Click Meeting

Click Meeting is a web conferencing software which allows you to set up an online meeting with remote participants. Integrating Click Meeting with your Zoho CRM account will allow you to create online meetings from Zoho CRM itself. When you create online meetings from CRM, Click Meeting will automatically create a record of the meeting in the Meetings module.

Availability:
Trial and Paid version of Standard, Professional, Enterprise, and Ultimate.
 
Permission:
Users with an Administrator profile can set up this integration.

Setting up the integration

This integration can be installed from your Zoho CRM Marketplace.
To set up integration,
  1. Go to Setup > Marketplace > All and search for "Click Meeting."
  2. Click Enable.

Schedule an Online Meeting

Once the integration is enabled, you can create a meeting through the Calendar or the Meetings module in Zoho CRM. Every CRM user will be prompted to authorize their Click Meeting account when they use the integration for the first time. Without authorization, the user cannot use the Click Meeting integration. 
 
Schedule an online meeting from Meetings module
  1. Go to the Meetings module.
  2. Click + Meeting.
  3. On the Meeting Information page, do the following:
    1. Enter the Meeting name.
    2. Enable the Make this an Online Meeting checkbox.
    3. For the Online Meeting Provider, select Click Meeting from the drop-down list.
    4. Authorize your Click Meeting account by clicking Authorize Click Meeting in the pop up. 
    5. Enter API token to authorize Click Meeting account.

      Note: To obtain the Api token, enter your site URL in your browser > log in to your Click Meeting account > settings > API.
    6. Click Login.
    7. Enter the duration of your meeting in the From and To fields. You can check All Day if you want the meeting to run for the entire day.
    8. Select the Host for the meeting from the drop-down list. All CRM users will be listed here.
    9. Click + Add and Done.
  4. Click Save.
Schedule a meeting from the Calendar
  1. Go to the Calendar.
  2. Select the date on which you would like to schedule the meeting and click New Meeting.
  3. Select the Host for the event from the drop-down list.
  4. Click + Add and Done.
  5. Click Save.

Invite participants

Once the meeting is created, you can invite participants.
  1. Go to the Meetings module.
  2. Select the Meeting to which you want to add participants.
  3. In the Participants section, click + Add.
  4. You can also add participants who are not CRM users. In the Invite by email address section, enter email addresses for participants who are not in CRM.
  5. Click Add.
  6. Click Send in the pop up. 
    An invitation will be sent to the email addresses you entered.



Note
  1. You can also add participants while editing the event.
  2. You can view the attendee details by clicking Attended under the Participants section in the record details page.
     

 

Set up an instant meeting with a record

Use the Meet Now option in the records details page to conduct instant meetings.

To set up an instant meeting,
  1. Go to the Leads/Contacts module.
  2. Select a record.
  3. Click the More icon and select Meet Now! 
  4. Click Meeting and enter the meeting information.
  5. Click Start Meeting.

 

Schedule an online meeting with a Lead/Contact

If you wish to set up a meeting with a lead or contact to take place at a particular time, you can schedule an online meeting from the record's details page.
To schedule an online meeting,
  1. Go to the Leads/Contacts module.
  2. Select a record.
  3. Click More > Schedule Online Meeting.
  4. Enter the meeting information and click Save.

 


  


Note

Online meetings can be viewed by users in the calendar and are indicated by the  icon.

 

Start a meeting

You can start the meeting from the record details page or Calendar 15 minutes before the event start time. The Start Meeting button will appear in the meetings's notification pop up 5 minutes before the meeting could start. You can start a meeting from the:
  1. Record detail page
  2. Calendar
  3. Activity reminder pop up
 
To start a meeting from the record details page,
  1. Go to the Meetings module.
  2. Select a record.
  3. Click Start Meeting. 
To start the meeting from the calendar,
  1. Go to Calendar and select the date.
  2. Click the meeting.
  3. Click Start Meeting from the pop up.
 To start the meeting from the activity reminders pop up,
  1. Click the Start Meeting button in the Activity Reminders pop-up. The Click Meeting Meeting desktop app will open.

 

Share a recording of an online meeting

If you have recorded your online meeting, you can share it with all participants, attendees, someone who didn't attend the meeting, or anyone else of your choice.
To share the meeting recording,
  1. Go to the Event Details page and click More > Send Recording.
  2. Choose with whom you want to share the recording from the drop-down list: participant, attendee, or someone else.
  3. Click Send.

Disable Click Meeting Integration

To disable the Click Meeting integration in your CRM account,
  1. Go to Setup > Marketplace > All and select the Installed tab.
  2. Click Disable next to Click Meeting.
  3. Click Yes, Disable in the confirmation pop up.

 


 




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