The Zoom integration lets you manage Zoom meetings directly from Collanity CRM and automate meeting-related tasks using workflows.
Adding the App
- Sign in to your Collanity CRM account.
- From the left sidebar of the Dashboard page, click the Third Party Tools button.
- On the Zoom card, click Connect.
- Sign in (or create an account if needed) and grant Collanity the required permissions to access your app.
Once successful, you’ll be redirected to the Zoom Integration Details page, and the integration status will update to Connected.
Troubleshooting
- If you cannot connect, ensure you have the correct Zoom account permissions.
- If issues persist, contact our support team at [email protected].
Using the App
Calendar & meeting management
After connecting Zoom to Collanity CRM, you can:
- Create Zoom meetings from the CRM calendar
- Update existing Zoom meetings
- Delete Zoom meetings
This keeps your CRM calendar and Zoom meetings in sync.
Workflow automation with Zoom
You can also use Zoom in Collanity CRM workflows to automate meeting-related processes.
Supported triggers
- Meeting created
- Meeting updated
- Meeting deleted
Supported actions
- Create meeting
- Update meeting
- Delete meeting
- Find meetings
- Retrieve meetings
Removing the App
- Sign in to your Collanity CRM account.
- From the left sidebar of the Dashboard page, click the Third Party Tools button.
- On the Zoom card, click Disconnect.
- Accept the alert confirmation and your Zoom account will be disconnected from Collanity CRM.
Implications of Disconnecting
- Your Collanity CRM account will no longer sync with Zoom.
- Existing meetings already created in Zoom will remain, but new meetings will not sync.
- No new Zoom data will be pulled after disconnection.
