The Zoom integration lets you create Zoom meetings directly from NeetoCRM. When you schedule an online meeting as a task and select Zoom, NeetoCRM creates the meeting in your Zoom account. The meeting link appears on the task and in the email NeetoCRM sends about the meeting.
Connecting Zoom
You need a Zoom account (free or paid). Each team member connects their own Zoom account.
Go to Admin panel > Integrations > Zoom.
Click Connect Zoom.
Sign in to Zoom if asked.
Review the permissions NeetoCRM asks for and click Allow.
NeetoCRM takes you back to the Zoom page, which shows a Connected label and the email address of your Zoom account.
Scheduling a Zoom meeting
Go to Tasks and click Add task. You can also add a task from a lead, deal, contact or company.
Enter a title for the task. NeetoCRM uses it as the name of the Zoom meeting.
Select the Meeting checkbox.
Select Online.
Click Zoom.
Set the From and To times.
Select team members under Attendees.
Click Save changes.
NeetoCRM creates the meeting in your Zoom account. When you open the task, you'll find the join link under Online meeting on Zoom, along with a button to copy it.
NeetoCRM also emails the meeting details and join link to the attendees and the task owner. If the task is related to a contact, that contact receives the email too. If it's related to a lead or deal, the contact associated with that lead or deal receives it.
The meeting is created in the Zoom account of the team member who created the task. This doesn't change if someone else edits the task later.