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How to install Zoom in EngageBay
Login to your EngageBay account and follow the navigation steps below to enable Zoom:
Click on Profile drop down (top right) ⟶ Preferences ⟶ Gadgets.
Once you click on 'Gadgets', you can locate the Zoom integration gadget and click on the 'Enable' button. You will be redirected to Zoom and asked for the login credentials. It will also show you the required permissions. Once the details are submitted, you will be redirected back to EngageBay.
Uninstalling the EngageBay CRM Add-on
1. Login to your Zoom Account and navigate to the Zoom App Marketplace.
2. Click Manage > Installed Apps or search for the EngageBay CRM app.
3. Click the EngageBay CRM app.
4. Click Uninstall.
Once you enable Zoom integration with your EngageBay account, if any appointments scheduled using EngageBay calendar URL (You can find the Calenar URL from "Appointments" section under "Sales" module 3 dots dropdown) creates a new meeting in your Zoom account and adds the meeting URL in the confirmation email.
Also it creates a contact in EngageBay and you can find the meeting details in your contacts timeline
Once the meeting is completed an activity will be created in EngageBay.
EngageBay creates activities not only for meetings but also for your webinars.
Once the meeting is completed an activity will be created in EngageBay.
Integrate Zoom with EngageBay to create a meeting in your Zoom account while creating appointments in EngageBay. EngageBay includes Zoom meeting URL in the appointment confirmation email to join the meeting. Once the meeting is completed the meeting details will be added to the EngageBay contact timeline.
This integration between EngageBay and Zoom makes it possible for you to start and schedule meetings directly within EngageBay CRM. You can quickly set up Zoom meetings with leads and view your scheduled Zoom meetings. This plugin will also offer to reschedule your Zoom meeting.
This EngageBay - Zoom integration makes it possible for you to schedule, update, and delete meetings directly within EngageBay. The meetings can also be rescheduled.
It doesn’t take more than a single click to set up and launch a Zoom meeting from your EngageBay dashboard. It’s as easy as that.
When a meeting is scheduled, the plugin will send emails to contacts/invitees with the meeting information. EngageBay includes Zoom meeting URL in the appointment confirmation email to join the meeting. The email body will consist of content from a predefined email template.
Schedule your meetings on Zoom with access to your calendar in EngageBay CRM. You can automatically share the meeting links with your clients. This will cut the hassle of sending meeting invites manually as the EngageBay CRM Integration with Zoom will allow you to send all the meeting information automatically.
With EngageBa CRM and Zoom integration, users can’t just schedule calls from within the CRM platform but also update, reschedule and delete them with just a click from their EngageBay. This means no more worrying about manually updating your schedule and getting more done in less time.
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