Zoom for Freshworks CRM

Zoom for Freshworks CRM

Freshworks

How it works: Zoom for Freshworks CRM
How it works: Zoom for Freshworks CRM
How it works: Zoom for Freshworks CRM
How it works: Zoom for Freshworks CRM
How it works: Zoom for Freshworks CRM
How it works: Zoom for Freshworks CRM
How it works: Zoom for Freshworks CRM
How it works: Zoom for Freshworks CRM
How it works: Zoom for Freshworks CRM
How it works: Zoom for Freshworks CRM
How it works: Zoom for Freshworks CRM
How it works: Zoom for Freshworks CRM
Categories:
Overview

Start Zoom meetings right from your CRM with Freshworks CRM and Zoom.


Seamless Integration

Schedule a Zoom meeting from your contact, deal, or account landing page. Close deals faster by seamlessly meeting with your customers and efficiently managing your sales calls. Turn every meeting booked in your CRM into a Zoom meeting. The activities dashboard in Freshworks CRM gives you details of all the meetings that you’re a part of. This way, you don’t have to switch tabs to create a meeting from your calendar. 


Zoom on the Go

Never miss a business opportunity as you can use the Freshworks CRM mobile app to join Zoom meetings from your mobile phone. 

Supercharge your productivity by making use of the Freshworks CRM and Zoom integration.


Compatible with Growth, Pro, and Enterprise plans.


Instructions:

  1. Approve Freshworks CRM on Zoom marketplace
  2. In Freshworks CRM authenticate Zoom by entering credentials 
  3. Schedule a meeting from the Quick add button or a record landing page (contact, account, or deal).
  4. Join meetings from the notifications section, the meetings tab of a record, and the activities dashboard in the CRM.
Developer Resources
Privacy & Compliance
Requirements
User role
Any user
Zoom account eligibility
Login to check
Permissions - App can view information
Associated with you

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.

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 you and others who participate in Zoom experiences with you

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 you and others who participate in Zoom experiences with you

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

User

user:read

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