Configuring Star Leaf Meeting | Zoho CRM - Help

Star Leaf Meeting

Star Leaf Meeting is a web conferencing software which allows you to set up an online meeting with remote participants. Integrating Star Leaf Meeting with your Zoho CRM account will allow you to create online meetings from Zoho CRM itself. When you create online meetings from CRM, Star Leaf 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 "Star Leaf 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 Star Leaf Meeting account when they use the integration for the first time. Without authorization, the user cannot use the Star Leaf 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 Star Leaf Meeting from the drop-down list.
    4. Authorize your Star Leaf Meeting account by clicking Authorize Star Leaf Meeting in the pop up.
    5. Enter your Star Leaf account information.
    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 Star Leaf Meeting desktop app will open.

 

Disable Star Leaf Meeting Integration

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

 


 


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                            Manage your brands on social media

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  Zoho Sheet Resources

                                                   

                                                      Zoho Forms Resources


                                                        Secure your business
                                                        communication with Zoho Mail


                                                        Mail on the move with
                                                        Zoho Mail mobile application

                                                          Stay on top of your schedule
                                                          at all times


                                                          Carry your calendar with you
                                                          Anytime, anywhere




                                                                Zoho Sign Resources

                                                                  Sign, Paperless!

                                                                  Sign and send business documents on the go!

                                                                  Get Started Now




                                                                          Zoho TeamInbox Resources



                                                                                  Zoho DataPrep Resources



                                                                                    Zoho DataPrep Demo

                                                                                    Get a personalized demo or POC

                                                                                    REGISTER NOW


                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now









                                                                                                          • Related Articles

                                                                                                          • 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 ...
                                                                                                          • Mega Meeting

                                                                                                            Mega Meeting is a web conferencing software which allows you to set up an online meeting with remote participants. Integrating Mega Meeting with your Zoho CRM account will allow you to create online meetings from Zoho CRM itself. When you create ...
                                                                                                          • FAQs: Meetings Module

                                                                                                            How can I create meetings in Zoho CRM? To create a meeting in your CRM In the Meetings module, click Create Meetings . In the Meeting Information popup, specify the event details. Click Save. How do I set reminders for meetings? To set reminders for ...
                                                                                                          • Integrating CRM Meetings with Zoho Meeting

                                                                                                            Professional meetings need not always be in person. You can prefer to go online with a product demo or have a discussion where team members from other branches of your company can easily join. Meeting solution providers or web conferencing softwares ...
                                                                                                          • Remote Sales Office

                                                                                                            When your team is working from the same office, it is easy to walk up to the coworkers and discuss important details or inform them about a client visit, you can also gather them for a quick meeting. However, when your team members are working ...
                                                                                                            Wherever you are is as good as
                                                                                                            your workplace

                                                                                                              Resources

                                                                                                              Videos

                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                              eBooks

                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                              Webinars

                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                              CRM Tips

                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                Zoho Show Resources