Zoho Meeting integration | Online help | Zoho Projects

Zoho Meeting integration

Online meetings are now just a couple of clicks away. Start an online meeting with our Meeting integration. Navigate to Zoho Apps under Integrations in your Zoho Projects setup and enable Zoho Meeting. To schedule meetings from calendar and task details page, you need to upgrade your Zoho Meeting subscription and enable the integration in Zoho Projects.

Available in user based pricing plans. A paid subscription of Zoho Meeting is required.

Benefits

  1. Add meetings to your calendar and set up reminders.
  2. Start instant meetings with team members.
  3. Record meetings and view them later.

Schedule meetings from calendar and task details page

  1. To schedule meetings from calendar, click Discuss in the left panel and go to the Meetings tab and Click Schedule Meeting. Also, you can schedule meetings from the task details page, click Schedule Meeting in the Meet Now dropdown.

  1. Enter a title for your meeting and set an agenda.
  2. Select the date and time for your meeting.
  3. Select the participants for your meeting. 
    • If you want to invite users other than the project/client users, click the External Users checkbox and enter their email IDs.  

  1. Click  Save. A meeting link will be generated. You can share this link to let other users join the meeting. 
    • A meeting invite will be sent to all participants. Participants will also receive a notification in Zoho Projects and the invite will be pushed to their Feed.
  2. Click Start Meeting. You will be redirected to an AV interface for the meeting.
  3. Click Start Sharing to share your screen with participants.

Start instant meeting from task details page

Start your meetings instantly or schedule meetings from the task details page. 

  1. Navigate to task details
  2. Click Meet Now to start your meeting instantly.
  3. Enter the necessary details.
  4. Select participants from project users and click Send Invite.
    • A meeting invite will be sent to all participants. Participants also receive a notification in Zoho Projects and the invite will be pushed to their Feed.
    • A meeting link will be generated. Share this link to let other users join the meeting. 

  1. Click Start Meeting. You will be redirected to an AV interface for the meeting.
  2. Click Start Sharing to share your screen with participants.
  • The users can be a part of only one Zoho Meeting Organization. When you integrate Zoho Meeting with Zoho projects, the users who are already part of other organizations cannot be added.
  • Make sure Zoho Meeting integration is enabled before scheduling a meeting or starting a meeting. 
  • All user roles except Viewer and Follower can start a meeting. 
  • Participants can view a recording of the meeting from the feed and the meeting details page.

    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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                              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 SalesIQ Resources



                                                        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

                                                                                          • Checklist for Zoho Projects

                                                                                            The Checklist for Zoho Projects extension lets you create a set of instantaneous to-do lists for your tasks and issues in Zoho Projects. With this extension, you can create checklist templates that can be used in any of your tasks and issues and save ...
                                                                                          • Zoho Sprints Integration

                                                                                            Teams working on a project either follow the waterfall or the agile model to manage their work. Some teams may require the traditional and other teams require an iterative model to deliver the tasks. Teams can better manage their project by ...
                                                                                          • Zoho Expense Integration

                                                                                            Zoho Expense integration lets you track and manage project related day-to-day expenses of your employees. Click to learn more about access privileges for integration with other Zoho Apps. Benefits: Track expenses using Expense reports. View expense ...
                                                                                          • Zoho Desk Integration

                                                                                            Zoho Desk integration with Zoho Projects allows you to submit tickets as tasks and issues from within Zoho Desk. Before you begin: Subscribe to the Enterprise edition of Zoho Projects and a paid version Zoho Desk. Activate Zoho Projects integration ...
                                                                                          • Zoho Invoice Integration

                                                                                            You can create a project budget, invoice time logs, and record expenses for all your projects by integrating Zoho Projects with Zoho Invoice or Zoho Books. Project managers can create budget to view the planned versus actual cost in real time. The ...
                                                                                          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