SuiteCRM Zoom Meeting Integration

API Configuration in CRM

Goto the admin panel and you will find the Verity Zoom Integration section. Then click on API Configuration.

[ Step 1 ]

Insert Zoom Client ID and Zoom Client secret. And click on Save Settings Button.

[ Step 2 ]

It will show new Button Authenticate. Now next step is click on this Authenticate Button. Which is shown in below image.

[ Step 3 ]

It will open zoom portal authentication in new Tab. Click on Authorize button. Which is shown in below image.

[ Step 4 ]

If it is successfully authenticated then it will show below message.

[ Step 5 ]

Once it is successfully authenticated it will show List Users Button. Which is shown in below image. Click on List Users button.

[ Step 6 ]

Once you click on List Users Button it will show all users list which are associated with this account. Below image is showing list of users.

NOTE : This ID will be used in respective user's profile.

[ Step 7 ]

Next step is go to the user profile. You will find panel ZOOM CONFIGURATION. Insert ID in this And Save it. Below image show the panel.

IMPORTANT NOTE : If you not fill Zoom User ID in the profile then it will use zoom Admin credential by default to creating a meeting.

[ Step 8 ]

Add 3 fields in detailview of Meeting module from Studio. This step is compulsory. Studio > Meetings > Layouts > Detail VIew

Add Meeting Type, Zoom Host URL, Zoom Join URL field in it. Below Image show the same.

[ Step 9 ]

Add Meeting_Type fields in editview of Meeting module from Studio. This step is compulsory. Studio > Meetings > Layouts > Edit VIew

Below Image show the same.

For support or any questions: Email us at info@verityinfotech.com Skype - info@verityinfotech.com