by Verity Infotech

Zoom provides videotelephony and online chat services for teleconferencing, telecommuting, distance education, and social relations. Now you can combine the ease of Zoom communications with your CRM. This add-on helps users create Zoom meetings from SugarCRM and start new meetings with just one click.

Includes a 30 day guarantee
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Create API Key & Secret at Zoom

Follow the below steps.

[Step 1]

Login to Zoom Market Pleace Portal.

[Step 2]

It will open one popup for Term of Services. Read it and Click on Done Button. 1.png

[Step 3]

Next step is Click on Develop Button, top right side of the portal. 2.png

[Step 4]

Next step is Click on Build App.

[Step 5]

Next step is Click on OAuth Create button. 3.png

[Step 5]

Insert App Name, Choose App type as Account-level app. And then click on create button. 4.png

[Step 6]

It will open below page. Insert Redirect URL for OAuth {$sugarcrm_url}/rest/v10/Verity_Zoom_Integration_Authentication (e.g. if your sugarcrm domain is https://crm.verityinfotech.com then this url will be https://crm.verityinfotech.com/rest/v10/Verity_Zoom_Integration_Authentication). And in Whitelist URL it will be $sugarcrm_url (https://crm.verityinfotech.com).

NOTE: Copy Development client id and client secret. We will not publish our app so we will not use Production client id and secret. 5.png

[Step 7]

No need to feel Information Tab, Just click on continue button. Also skip feature tab, Just click on continue button.

[Step 8]

In scope Tab we will fill the details. Click on Add Scopes button. 6.png

[Step 9]

Select Meeting tab and check all three checkbox. 7.png

[Step 10]

Then select User tab on same window. And select all three checkboxes as shown in below image. 8.png

[Step 11]

Then select Contacts tab on same window. And select checkbox as shown in below image. And then click on Done Button. 9.png

[Step 12]

It will show below image. That's it from portal configuration. Skip rest of the parts. 10.png

Next Step is Login to Zoom Market Pleace Portal. Find Admin > Account Management > Account Settings.

11.png

In that you will find option Embed password in invite link for one-click join. Enable that option. Below screenshot show the same.

12.png

Allow other CRM users to use Zoom Account

Click on ADMIN then User Management then Users

13.png

Click on Add Users Button. 14.png

It will open one pooup. In that add email id and other details and click on Add button. 15.png

After that user will receive email to verify their account for zoom. Click on Activate Your Zoom Account button.

16.png

Get in touch:

For support or any questions: Email us at info@verityinfotech.com Skype - info@verityinfotech.com

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