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 Freshsales mobile app to join zoom meetings from your mobile phone.
Supercharge your productivity by making use of the Freshsales CRM and Zoom integration.
1. Log into Zoom Marketplace as an Admin.
2. Approve Freshworks CRM on Zoom Marketplace.
3. In Freshsales, navigate to personal user settings page.
4. Click on Calendar and Conferencing.
5. Connect your Zoom account with the CRM.
6. You will be redirected to the authentication page.
7. Allow Freshsales access to your Zoom account.
8. Click on Save.
9. You can now schedule meetings from the CRM.