Act!
Integrate with Act! CRM meetings
Build lasting client relationships with video meetings scheduled right from your Act! CRM.
Add Zoom to your Act! CRM meetings
Schedule any meeting as a Zoom video meeting to make it more personal. Simply check the "Add Zoom video conferencing" checkbox and your Zoom info will automatically be added to the meeting. You can also join your Zoom meeting right from your Act! CRM calendar.
Why you'll love Act! CRM for Zoom
Act! CRM helps build client relationships and helps you deliver an exceptional professional service. We make it easy for you to know what actions to take each day to be a hero to your clients, while driving predictable growth.
With Act! CRM for Zoom, you can turn any virtual meeting into a genuine connection.
May include user name, display name, picture, email address, phone number, job information, stated locale, account, user ID, contact lists added by the account or user (which may include contact information a user imports from a third-party app), and other profile information.
May include access to calendar of scheduled Zoom meetings and webinars, and related details about those meetings and webinars.
Preferences and settings, which may include whether a passcode or a waiting room is required, permitted event capacity, screen sharing settings, and other settings and configuration information.
May include name, display name, email address, phone number, user ID, and other profile information.
Content generated in Zoom products, which may include audio, video, messages, transcriptions, feedback, responses to polls and Q&A, and files, and related context , such as invitation details, meeting or chat name, and meeting agenda.
Information people provide when registering for a Zoom meeting, webinar or recording, which may include name and contact information, responses to registration questions, and other registration information.
Information about how people and their devices interact with Zoom products, which may include when participants join/leave, whether participants sent messages and who they message with, performance data, and other usage information and metrics.
Manage content and information generated in the context of Zoom experiences, which may include audio, video, messages, meeting or chat name, agenda, transcriptions, and responses to polls and Q&A.
Manage participants, which may include assigning participants to specific breakout rooms and specifying an interpreter for the session.
Manage registration information, which may include scheduling Zoom experiences or adding or deleting registrants.
Meeting
meeting:write, meeting:read
User
user:read