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Zoom Video Conferencing

Have you been looking for a CRM with Zoom integration? You’re in luck because 1CRM includes integration with the Zoom video conferencing service. When scheduling a meeting in the CRM, just check a box to also schedule a Zoom session. Invitation and reminder emails includes links to join the Zoom session.

1CRM conveniently lets you integrate the client meetings you arrange in 1CRM with scheduled Zoom video conferencing sessions you would normally need to setup separately. When scheduling a meeting in the CRM, just check a box to also schedule a Zoom session. The 1CRM Meeting when saved will display a link to the Zoom session. Invitation and reminder emails also includes links to join the Zoom meeting.

Schedule a 1CRM Meeting with a Zoom Video Conference
Schedule a 1CRM Meeting with a Zoom Video Conference

Really Handy for Frequent Zoom Users

Just tick a box on your 1CRM meeting scheduler screen, and 1CRM does all the work for you of booking the Zoom video conference.

Fully Integrated

Your 1CRM Administrator does the setup to link 1CRM with your Zoom account, and authorize that link via API. Each 1CRM user can Authorize the use of their own account. Just set it and forget it – after that it just works!

Get the Message

Any invitation emails or reminder emails for your 1CRM Meetings will also automatically include the link to your Zoom conferences.

Easy Access

Your 1CRM Meeting will show a link to the Zoom video conference. Just click on that link inside 1CRM, and your Zoom app will open up ready to start the Zoom video conference.

Step 1: Register 1CRM as a Zoom App (Admin Level)

  • Login to 1CRM as a System Administrator. Go to the Administration area of 1CRM. On the Company Information screen, scroll down to the Online Meetings panel, and set the Online Meeting Application to Zoom. (Requires 1CRM release 8.6.6 or later.) 
  • Go to the Zoom Marketplace and Sign In (use the Zoom account you want employees to use if they don’t have their own Zoom account). Then under the Develop dropdown select Build App. From the resulting screen, choose the JWT app type. 
Create a JWT App Type in the Zoom Marketplace
Create a JWT App Type in the Zoom Marketplace
  • Set the App Name to 1CRM to Zoom Integration, then click the Create button.
Set the App Name and Click on Create
  • On the next screen, enter your Basic Information (use your own company name), and click on Continue.
Enter Basic Info and click Continue
Enter Basic Info and click Continue
  • On the next screen, copy the API Key and the API Secret. Then paste them into the corresponding fields in the Online Meetings panel of the 1CRM Company Information screen within the Administration area. Don’t click on Save just yet. 
Copy the API Key and API Secret
Copy the API Key and API Secret
Paste API Key and API Secret Values
Paste API Key and API Secret Values
  • Return to the Zoom Marketplace App creation screen, and click on Continue.
Click on Continue
Click on Continue
  • On this next screen, also just click on Continue.
Just click on Continue
Just click on Continue
  • And your application is now active. Success! But there is still one more thing you have to do …
Application Successfully Created
Application Successfully Created
  • Now return to the Company Information screen within the 1CRM Administration area, and click on Save. Only now does 1CRM reach out to Zoom and make the connection that integrates your 1CRM system with Zoom. The next time you visit the Online Meetings panel within Company Information, you’ll see a notice that you are authorized. 
Paste API Key and API Secret Values
Paste API Key and API Secret Values

Step 2: Register 1CRM as a Zoom App (User Level)

  • If any 1CRM Users plan to make use of the Zoom integration, first the System Administrator needs to perform the steps above. Now each user needs to go to their My Account screen, select the Integrations tab, and Edit. Scroll down to the Zoom Authorization panel on that screen. 
Zoom Authorization Panel
Zoom Authorization Panel
  • Much as the Administrator did in the process described above, go to the Zoom Marketplace and Sign In (but now, each employee uses their own Zoom account). Then under the Develop dropdown select Build App. From the resulting screen, choose the JWT app type. 
  • Follow the rest of the steps above, just as the Administrator did, but paste the API Key and API Secret here in the My Account Integration tab, in the Zoom Authorization panel. 
  • Now Save your My Account settings. Once this is done, you will be able to schedule Online meetings by simply ticking the box for Zoom when you schedule any meeting within 1CRM, as shown in the figure below. 
Schedule a 1CRM Meeting with a Zoom Video Conference
Schedule a 1CRM Meeting with a Zoom Video Conference
  • When you Save the 1CRM Meeting, 1CRM links to Zoom and schedules the session you need, then returns a link to the Online meeting, which is displayed on your 1CRM Meeting. 

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