Pipedrive integration: Zoom meetings
The Zoom integration with Pipedrive makes it easy to schedule calls, invite guests and log Zoom video conferences without ever leaving Pipedrive.
To install the Zoom integration, open any new or existing activity in Pipedrive and click on video call > Zoom meeting.
After you’re redirected to the Marketplace page, click “Install now” to initiate the installation.
After you authorize the app, you’ll be redirected to your activities view, and you can start using the integration.
To add a Zoom call to an activity, open a new or existing activity and click on video call > Zoom meeting.
A unique Zoom link will be generated and included in the activity invite sent to guests
The location of the meeting will be set as the Zoom link.
Click on “Join Zoom meeting” in the detail view of any linked deal or person to join a Zoom meeting at the scheduled time.
To uninstall your Zoom integration:
- go to Tools and apps > Marketplace apps
- click the ”...“ next to the Zoom integration
- select ”Uninstall“