You can create a Zoom meeting link directly from Collanity CRM when scheduling an event. The meeting will be automatically created in Zoom and linked to your CRM calendar.
Before you start
- Make sure your Zoom account is connected to Collanity CRM
- You need permission to create meetings in Zoom
Create a Zoom meeting link
- From the sidebar, go to Calendar
- Click + New Schedule and select Event
- Enter the meeting details
- Under More Details, click + Add Link and select Zoom
- Click Create
The meeting will be created in both Collanity CRM and Zoom, and the Zoom link will be added to the event automatically.
