In this quick tutorial, we’ll walk you through the steps to seamlessly integrate your Zoom account with the CRM for easy video conferencing setups. Let’s get started!
1. Log into your CRM account on your desktop.
2. On the left-hand menu, scroll down and click on Settings.
3. Next, click on My Profile.
4. Once you’re in your profile, scroll down mid-screen to find Calendar Settings.
5. Click on the Video Conferencing option.
6. Select Add New
7. Choose Zoom or Microsoft Teams as your integration.
8. Now, click Connect. You'll be prompted to log into your Zoom account and authorize the integration by granting the necessary permissions.
Once you’re logged in and permissions are granted, your Zoom account will be successfully connected! You should see a confirmation message or green check mark icon on your screen.
Bonus Tip: After integration, any appointments booked through the CRM can automatically generate a video conferencing link, which will be sent directly to your leads or clients.
Troubleshooting Your Zoom Integration
If something doesn’t seem to work as expected, here are two common issues and how to fix them:
Zoom isn’t connecting? Double-check that you’re using the correct Zoom login credentials and that you’ve authorized all necessary permissions for the CRM.
Error messages during integration? If you see an error (e.g., "Connection Failed"), try disconnecting and reconnecting your Zoom account, or reach out to your IT department for help with admin permissions.
Looking to integrate your Outlook or Google calendar with the CRM? You can find that tutorial here
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