Pipedrive integration: Zoom meetings
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.
After you click on “Install now”, you will be taken to an authentication flow, where you will have to log in to Zoom and grant access to 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.
You can also install the Zoom integration directly from our Marketplace link here.
Scheduling Zoom calls
Note: If you are using Pipedrive’s Scheduler feature, you can use the Zoom integration to schedule video calls through Scheduler. You can read more about how to do this here.
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.
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.
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.
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.
Was this article helpful?