Schedule or start online meetings with screen sharing from inside your CRM using the Zoom extension for Zoho CRM, and track meetings in Activity History. Zoom helps you build relationships and close deals faster.
Key Features:
Send automated invites and meeting links without leaving Zoho CRM
Assess progress with post-meeting stats
Share meeting recordings with participants
Schedule and store meeting information directly in the Events Module.
It surprisingly works well giving all the bad reviews it has, specifically with automations. It immediately triggers the 'Convert' function to convert a lead into deal, account, and contact whenever a meeting is booked! Unlike what happened when using zoho books, it took about an hour.
It's been years now from the last bad review, I guess they modified it.
This integration is the WORST. It worked fine for about 3 months then it fell apart! My assistant can no longer schedule appointments for me. Not only that it goes down every few days and I have to re enable it. Total trash at the moment.
You can only use one Zoho Account for a Zoom Account. If my assistant wants to enter an appointment for me with the same Zoom account that I use, it doesn't work. All other CRMs manage it. Support couldn't help either. Very disappointing.
It works, but without telling you it does a couple wonky things.
1) It disables you ability to schedule a recurring meeting even if you don't intend to use Zoom for it. 2) The red underline for the from and to field labels turn into a vertical line in between the letters. It's like they redesigned the dialog box w/o quite thinking it through. When I uninstalled this extension, the dialog box goes back to the proper look. 3) The link cannot create call-in numbers.
However, for free, it saves me plenty of clicks and glad it's available.
Regularly does not work using the CRM Meetings module and default functionality. Used to work great, but haven't been able to reliably use for multiple months, so we had to discontinue use
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Hello,
I would recommend you to try Zoom for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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