MEFI

MEFI

MEFI

How it works: MEFI
How it works: MEFI
How it works: MEFI
How it works: MEFI
How it works: MEFI
How it works: MEFI
How it works: MEFI
How it works: MEFI
Categories:
Overview

Our app takes convenience to the next level by not only setting up your Zoom call but also by creating a corresponding task in your MEFI CRM. This task will include all the pertinent details of your Zoom meeting. No more switching between applications to keep track of your appointments; our app ensures all information is synchronized and easily accessible.


Whether you're coordinating with staff or setting up client consultations, our app streamlines your workflow. It reduces the administrative burden of manual entry, ensuring that no detail is missed and every meeting is accounted for in your CRM.


The app is designed with ease of use in mind, ensuring that even those with minimal technical skills can navigate it with ease. It's time to transform how you schedule and manage your virtual meetings, making missed appointments and scheduling conflicts a thing of the past. With this integration, you're not just scheduling a meeting; you're optimizing your time and simplifying your task management, all within the ecosystem of your MEFI CRM. Enjoy a seamless workflow and focus on what truly matters - your business and your clients.

Developer Resources
Privacy & Compliance
Requirements
User role
Account admins or Users with required privileges
Zoom account eligibility
Login to check
Permissions - App can view information
Associated with your account and others you're allowed to access

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.

Associated with your account, others you're allowed to access, and others included in that 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.

Permissions - App can manage information
Associated with your account and others you're allowed to access

Manage preferences and settings on the account or profile using the app, which may include updating meeting and webinar configuration preferences, email notification preferences, and configuring Zoom Phone, Zoom Room, and telephony devices.

Associated with your account, others you're allowed to access, and others included in that information.

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.

This app can access the following information anytime including outside of a Zoom experience and when the app is not actively in use.
Scopes

Meeting

meeting:write:admin

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Essential Apps
These apps have paid features that are available for free for Pro, Business, and Business+ accounts.