Highlevel Overview

The sudden influx of professionals working from home and having to conduct business remotely has caused video conferencing platforms to be relied on more than ever. Zoom has become one of the leading choices for video and audio conferencing, chat, and webinars, which is why the developers at Verity Infotech recently created the Zoom Integration for SugarCRM.

Now businesses using SugarCRM can easily get connected with prospects and customers without the hassle of leaving the platform. The Zoom Integration has the following convenient features:

  1. Create Zoom meetings from SugarCRM
  2. Start Zoom meetings from SugarCRM in one click

How it Works

Users need to first create a meeting from the SugarCRM meeting module, then select Zoom as the meeting type from Edit View. All emails invited to the meeting will receive an email with a Zoom join URL. The URL will contain the meeting password in it.

Zoom Integration for SugarCRM create meeting

Once the meeting is created, users will see a clickable Zoom icon to start the meeting. Once the icon is clicked, the meeting will begin. Zoom join URL will be sent to all the invitees.

Zoom Integration for SugarCRM clickable Zoom icon

Below is the screenshot of the email that will be sent to all Zoom meeting invitees.

Zoom Integration for SugarCRM invitee email

To learn more about this solution, go to SugarCRM Zoom Meeting Integration or search for "Zoom."