Setup the Extension

1. Log in to your Zoho CRM account.
   
2. Go to Setup > Marketplace > All and search for RingCentral Video.
   
3. Click Install.
   
   
4. Click Edit Profile to modify your personal information in the Use of Personal Details section.
   
5. In the Confirm Installation popup, click Install.
   
   
6. Click Enable RingCentral Video.
   
   

Schedule an Online Meeting

1. Go to the Meetings module.
   
2. Click + Event.
   
3. In the Event Information page, do the following:
   
1. Enter the Event Name.
   
2. Enable Make this an Online Meeting checkbox.
   
3. Click Authorize RingCentral Video in the popup to authorize your RingCentral Video account.
   
   If you have installed other online meeting providers, choose RingCentral Video from the drop-down list and authorize.
   
   
4. Enter your RingCentral account's Email and Password.
   
5. Click Sign In.
   
6. Click Authorize after reading the permission requested by Zoho CRM.
   
4. Enter the duration of your meeting in the From and To fields.
   
5. Select the Host for the event from the drop-down list.
   
6. Click + Add, select participants for the event and click Done.
   
7. Click Save.

Note

You can also set up a meeting with your lead or contact immediately using the Meet Now option from the record's details page.

1. Go to the Leads/Contacts module and select a record.
   
2. Click More > Meet Now > RingCentral Video.
   
3. Enter the Event Information and click Start Meeting.

1. Go to the CRM Calendar.
   
2. Select the date of the event and click New Event.
   
   
   
   
3. Follow form step 3 as mentioned above to enter the Event Information.
   
4. Click Save.
   

Invite Participants

1. Go to the Meetings module and select a record.
   
2. In the Participants section, click + Add.
   
   
3. 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.
4. Click Add.
   
5. Click Send in the popup.
   An invitation will be sent to the participants.

Start a Meeting  

1. Go to Meetings module and select a record.
   
2. Click Start Meeting.
   You will be redirected to your RingCentral Video account.
   
   

1. Go to Calendar and select the Date.
   
2. Select the event and click Start Meeting from the popup.
   
   

1. In the Activity Reminders pop-up, click the Start Meeting button.
   You will be redirected to your RingCentral Video account.

Share Recording of Online Meeting  

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.
   
3. Click Send.
   
   

Disable RingCentral Video Extension

1. Go to Setup > Marketplace > All and select the Installed tab.
   
2. Click Uninstall against RingCentral Video for Zoho CRM.
   
   
3. Click Ok in the confirmation popup.
   
4. You can also deactivate by clicking RingCentral Video > Disable.
   
   
5. Submit your confirmation in the popup.