Salesmate
The seamless integration between Zoom and Salesmate empowers a new level of remote selling.
Add Zoom Meetings to activities
When scheduling or editing activity in Salesmate, you can choose Zoom Meetings as your video conferencing option. A unique Zoom meeting URL is auto created and shared with your invitees. Stop copy-pasting details manually and save your time.
Integrated with Meeting Scheduler tool
You can use Zoom as the default location for Salesmate's meeting scheduler tool. Now customers who book meetings with you will get Zoom meeting details inside the calendar invite.
Join meetings with a single click
Quickly join the scheduled meetings from the contact and deals detail page. You can also view your contact and deal information during the call for a better 360-degree view.
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.
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
Recording
recording:read
User
user:read