![]() ![]() Note: You must have at least two participants join the meeting. View and refresh meeting details in Salesforce Join Before Host: Allow your attendees to join the Zoom meeting before the host starts or joins the meeting. My Zoom PMI: Use your personal meeting ID (PMI) to schedule your Zoom meetings. Using Zoom PMI and Join Before Host options To add additional attendees, enter customer email addresses in the Enter Email Address of Attendees field. When adding a Zoom Meeting to an event, you can use the Send Email button to send an email to your users, contacts, and leads. The system adjusts automatically and converts the meeting start time to your appropriate time zone. Once saved, the event displays the start and end times in the customer’s time zone. When creating an event, you can set the following under Customer Start Time: date, time, time zone.Įnter the customer’s preferences for these settings. Once you add a Zoom meeting to an event, you can start the meeting by clicking the Join URL under the Meeting Details section, or clicking Start Zoom Meeting on the event detail page. When you create or update an event in Salesforce select the Schedule a Zoom Meeting option. In Salesforce, when you create an event, the integration provides the following features for Zoom meetings on the event detail page: Note: This feature requires the setting Send Email to Attendees at Launch to be enabled. When you click the Start Zoom Meeting button, the integration automatically sends emails with the Zoom meeting details to the attendees. Send email invites when starting a meeting If you have enabled Send Email to Attendees at Launch on the Zoom Config page, you are redirected to the email interface page where you can send an email to your attendees with the Zoom meeting details. ![]() This launches a Zoom meeting and creates an event under the lead or contact record. When on a lead or contact, click the quick actions dropdown and click Start Zoom Meeting. The integration enables you to start instant Zoom meetings by clicking Start Zoom Meeting from the quick actions menu of these pages: How to start instant meetings in Salesforce Note: If the app is not installed or the features are not available, contact your Zoom and Salesforce administrators. Salesforce administrator has configured Zoom Meeting and added the Zoom Meeting objects to the respective Salesforce layouts.Prerequisites for using Zoom Meetings in Salesforce How to create events for external Zoom meetings.View and refresh meeting details in Salesforce.Send email invites when starting a meeting.How to start instant meetings in Salesforce.Sync Zoom meeting information to Salesforce.Instant meetings are shown in your Activity History and listed in your Zoom meeting list. ![]() Start instant Zoom meetings and automatically create events directly from leads or contacts.Schedule a Zoom meeting when you create or update an event in Salesforce.With this integration, you can do the following: This integration works for Salesforce Lightning and Classic. The integration seamlessly syncs the meeting information from the Zoom web portal to your Salesforce events. You can schedule Zoom meetings from the Zoom web portal or from Salesforce. ![]()
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