Join.Me is a collaboration software which allows you to set up online meeting with participants. Integrating your Join.me account with Zoho CRM allows you to create events/meetings using Join.me directly from Zoho CRM.
Setup Integration
This integration can be set up from Marketplace in Zoho CRM.
To setup integration
- Log into your Zoho CRM account with administrative privileges.
- Go to Setup > Marketplace > All and search for Join.Me.
- Click Install.
- In Use of Personal Details popup, edit profile if required and click Continue.
- In the Confirm Installation popup, click Install.
- Click Enable Join.Me.
Schedule an Online Meeting
Once the integration is enabled, you can create a meeting in Join.Me from Zoho CRM.
To schedule an online meeting
- Go to the Meetings module.
- Click + Event.
-
In the
Event Information page, do the following:
- Enter the Event Name.
- Enable Make this an Online Meeting checkbox.
- Choose Join.Me from the Online Meeting Provider drop-down list.
- Authorize your Join.Me account by clicking Authorize Join.Me in the popup.
- Enter LogMeIn ID and Password.
- Click Log In.
- Click Accept after reading the permission requested by Zoho CRM.
- Enter the duration of your meeting in the From and To fields.
You can also enable the All Day checkbox, to fix your meeting for the entire day.
- Select the Host for the event from the drop-down list.
- Click + Add, select participants for the event and click Done.
- Click Save.
To schedule events from calendar
- Go to the Calendar.
- Select the date to which you would like to add the event and click New Event.
- Follow the steps as above and enter the Event Information.
- Click Save.
Invite Participants
Once the event is created you can invite participants from the record details page.
To invite participants from the record details page
- Go to the Meetings module.
- Select the Event to which you want to add participants.
- In the Participants section, click + Add.
- Select the participants.
You can also enter the email addresses of participants you would like to invite who are not part of your CRM account.
- Click Add.
- Click Send in the popup.
An invitation will be sent to the participants.
Setup an Instant Meeting with a record
If you want to set up a meeting with your lead or contact immediately, you can use the Meet Now option from the record's details page.
To set up a meeting instantly
- Go to the Leads/Contacts module.
- Select a record.
-
Click
More >
Meet Now >
Join.Me.
- Enter the Event Information and click Start Meeting.
Schedule an Online Meeting with a Record
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
- Go to Leads/Contacts module.
- Select a record.
- Click More > Schedule Online Meeting.
- Enter the Event Information and click Save.
View online meeting in Calendar
The online meetings can be viewed from the calendar and are indicated by icon.
Start a Meeting
You can start the meeting 15 minutes before the event start time from the record details page and Calendar. The Start Meeting button will appear in the event's notification, 5 minutes before the event could start.
To start a meeting from the record details page
- Go to Meetings module.
- Select a record.
- Click Start Meeting.
When you start a meeting for the first time, the Join.Me desktop app will be downloaded.
- Run the downloaded file.
If you have already installed Join.Me, click Launch the App.
To start the meeting from calendar
- Go to Calendar and select the Date.
- Click the event.
- Click Start Meeting from the popup.
To start meeting from the activity reminders popup
- In the Activity Reminders pop-up, click the Start Meeting button. The Join.Me desktop app opens.
Disable Join.Me Integration
To disable Join.Me integration
- Go to Setup > Marketplace > All and select the Installed tab.
- Click Uninstall against Join.Me.
- Click Ok in the confirmation popup.
- You can also deactivate by clicking Join.Me > Disable.
Submit your confirmation in the popup.