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 give you the option to conduct such virtual meetings that many a times reduces cost and saves time. Zoho CRM lets you integrate your CRM account with Zoho Meeting, a web conferencing solution. Once the integration is set up, the events or meetings can be conducted right from your CRM account. Moreover, you will be able to view the number of attendees and the recording of your event in the respective CRM record.
Integrating your Zoho CRM account with Zoho Meeting will help you host virtual meetings from within your CRM account. The meetings that are created in CRM will automatically be added to Zoho Meetings.
To set up integration with Zoho Meeting
Once the integration is set up you can create meetings/events from the Activities module or Calendar within your Zoho CRM account. When creating meetings, you can add the list of participants to the meeting and choose to include the meeting URL in the invitation email. The participants will be able to join the meeting by clicking on the URL in the email. For conducting the meeting, you can choose either of the audio preferencing methods: built-in method or add your own conference call service.
You can add participants to the meeting:
To invite participants from the Activities module
To invite participants from the Calendar
To invite participants from the record page
If you want to setup a meeting with your lead or contact immediately, you can use the Meet Now option from the record's details page.
To setup a meeting instantly
If you wish to setup 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
The online meetings can be viewed from calendar and are indicated by icon.
If you have recorded the online meeting, you can share it with, all participants, attendees, people who didn't attend the meeting or anyone else of your choice.
To share recording
The host can start a meeting from the record page or the activity reminders pop-up in their CRM account. The Start Meetingbutton will be displayed once you create a meeting/event.
To start a meeting from the record's detail page
To start meeting from the activity reminders pop-up
You can choose to disable the Zoho CRM integration with Zoho meeting at any point of time. However, before disabling you must note the following points:
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