Pipedrive Integration: Zoom Meetings

JT
Jenny Takahara, February 19, 2021

The seamless Zoom integration with Pipedrive makes it easy to schedule calls, invite guests, and log Zoom calls without ever leaving the Pipedrive app. 


Installing the Zoom integration 

To install the Zoom integration, open any new or existing activity in Pipedrive and click on Video call > Install Zoom integration.

You will be taken to our Marketplace page where you can click Install now to initiate the installation.

installzoomintegration.gif

After you click on Install now, you will be taken to an authentication flow, where you will have to log into Zoom and grant access for Pipedrive to access your Zoom account. After the authorization is successful, you will be brought back to your activities view so you can start using the integration. 

authorizezoom.gif

You can also install the Zoom integration directly from our Marketplace link here


Scheduling Zoom calls 

Note: We recommend setting up your Calendar sync for the best experience with the Zoom integration. 


Once the integration has been installed, you can now make any activity in your Pipedrive account a Zoom call! To get started, open a new or existing activity, and click on Video call > Make it a Zoom meeting

Screen_Shot_2020-06-17_at_5.10.01_PM.pngScreen_Shot_2020-06-17_at_5.10.16_PM.png

A unique Zoom link will be generated and included in the activity invite sent to the guests who are invited. The location of the meeting will be set as the Zoom link.

Screen_Shot_2020-06-17_at_5.21.59_PM.png

Note: If your team uses passwords to access Zoom calls, they will appear in the activity note so that your respondents can join the call securely. You can enable passwords for your meetings on your Zoom settings page. 

Viewing and joining your scheduled calls 

The Zoom integration makes it easy for you to join your Zoom calls without leaving the Pipedrive app. To join the Zoom meeting at the scheduled time, click on Join Meeting in the detail view of any linked deal or person. 

Screen_Shot_2020-06-17_at_5.23.17_PM.png

If your activity isn't linked to any deals or contacts, you can still access the Zoom link in the activity detail page or the activities list view. 


Uninstalling the integration 

To uninstall your Zoom integration, go to your Account menu > Tools and integrations > Marketplace apps, and click on the trash can icon next to the Zoom Meetings integration.  

Screen_Shot_2020-06-17_at_3.55.09_PM.png

Was this article helpful?

Yes

No

Related articles

Got any questions?

Contact us