Zoom Integration for SuiteCRM brings the convenience of Zoom directly into your CRM. This powerful add-on enables users to create Zoom meetings from the Meetings module and start meetings with just one click—streamlining communication and saving time. All invitees automatically receive an email with the meeting link, including the password for quick and secure access.
Start scheduling Zoom meetings directly from your SuiteCRM tools
Zoom is a leading platform for modern video communication, offering a reliable, cloud-based solution for video meetings, audio conferencing, chat, and webinars. With the Zoom Integration for SuiteCRM, users can seamlessly schedule and manage meetings without ever leaving their CRM—streamlining communication and boosting productivity across teams.
Note: This plugin supports both SuiteCRM 8.X and SuiteCRM 7.X
Features of Zoom Integration
- Create Zoom meetings directly from SuiteCRM
- Start Zoom meetings from SuiteCRM with just one click
- Automatically sync meeting details with CRM records
How it Works
To schedule a Zoom meeting from within SuiteCRM, users simply need to create a new meeting using the SuiteCRM Meetings module. From the Edit View, select 'Zoom' as the meeting type. Once the meeting is saved, all invited participants will automatically receive an email containing the Zoom meeting join URL. This link includes the meeting password for easy access, ensuring a secure and seamless join experience.
Create a Meeting
As shown in the configuration example below, SuiteCRM users must select the meeting type as ‘Zoom’ in order to create a Zoom meeting.
SuiteCRM 8 ScreenShot:
Once the meeting is created, users will see a clickable Zoom icon to start the meeting. Once the icon is clicked, the meeting will begin. Zoom join URL will be sent to all the invitees.
SuiteCRM 8 ScreenShot:
Zoom Invite Email
Below is the screenshot of the email that will be sent to all Zoom meeting invitees.
Get in Touch
For support or any questions: Email us at info@techesperto.com
