Overview

By seamlessly integrating Zoom with your CRM, scheduling calls, inviting guests, and logging Zoom calls can all be done within your CRM without the need to switch back and forth.

1. Click "Settings"

Access the Settings option

2. Click "My Profile"

3. Navitage to "User availability"

4. Select Meeting location then choose "Connect Zoom"

5. Click "Connect"

6. Login to your "Zoom Account"