Articles in this section

Using Zoom with Meetings

Avatar
Alex Flinchum
  • Updated
Follow

You can determine when and how people can book time on your calendars to have a meeting with you. These meetings can be shared through your emails, or they can be placed on your landing pages. When creating meetings, you can enable Zoom video functionality, which allows for video conferencing.

This article will detail how to sign up for Zoom, install Zoom, integrate Zoom with SharpSpring, and add Zoom conferencing to your meetings.

Article Contents

Available With:
Trial    
Essential    
Advanced ✓  
Ultimate ✓  
Toolbar:
SalesSales
Users:
Administrators ✓  
Company Managers    
Marketing Managers    
Sales Managers    
Salespersons    
Jr. Salespersons    


Signing Up for Zoom Accounts

To create a Zoom account, do the following:

  1. Open a new tab in your web browser.
  2. Navigate to https://www.zoom.us/signup.
  3. Enter your email address.
  4. Click Sign Up.
  5. Open another tab in your web browser.
  6. Navigate to your email provider.
  7. Open the Zoom email.
  8. Click Activate Account.
  9. Enter your name.
  10. Enter your password.
  11. Click Continue.
   Click to enlarge.

Once you have entered your credentials, Zoom will request that you invite colleagues and start a preliminary video call. The email invitations and video call are entirely optional and have no impact the account creation process. You may skip these as desired.

For more information on configuring account settings, refer to Zoom's external help documentation.


Signing Up for Zoom with Other Accounts

In addition to direct account creation, Zoom provides different ways for you to sign up for its services. If you do not have a Zoom account and log in with Google or Facebook, Zoom will ask if you want to use these accounts to create a Zoom account with the same information.


Using Google Accounts for Zoom

You can use an existing Google account to sign up for Zoom. To sign up for Zoom with a Google account, do the following:

  1. Open a new tab in your web browser.
  2. Navigate to https://www.zoom.us/signup.
  3. Click Google.
  4. Enter your Gmail address.
  5. Click Next.
  6. Enter your Gmail password.
  7. Click Next.
   Click to enlarge.

 

Using Facebook Accounts for Zoom

You can use an existing Facebook account to sign up for Zoom. To sign up for Zoom with a Facebook account, do the following:

  1. Open a new tab in your web browser.
  2. Navigate to https://www.zoom.us/signup.
  3. Click Facebook.
  4. Enter the email address associated with your Facebook account.
  5. Enter your Facebook password.
  6. Click Log In.
   Click to enlarge.

 

Using Single Sign-On Accounts for Zoom 

In addition to Google and Facebook account creation, Zoom provides a way to create accounts using single sign-on (SSO) systems. To sign in to Zoom with a SSO account, do the following:

  1. Open a new tab in your web browser.
  2. Navigate to your company's Zoom login URL.
  3. Click Sign in with SSO.
  4. Enter your company's domain.
  5. Click Continue.
   Click to enlarge.

If your account is unable to connect via SSO, you will need to request access from your system administrator or Zoom account manager.

For more information on connecting via SSO, refer to Zoom's external help documentation.


Pre-Approval for Managed Zoom Accounts

There are certain instances where the integration process needs pre-approval. Users who are members of a managed Zoom account will need to request app pre-approval from the administrator who oversees the Zoom account. In these instances, this pre-approval is required before users can download, install, and authorize the integration.

To have an administrator pre-approve the SharpSpring app, do the following: 

  1. Open a new tab in your web browser.
  2. Navigate to your Zoom administrator account.
  3. Access your Zoom profile page.
  4. Click Advanced, located under Admin the left panel.
  5. Click Integration.
  6. Click Go to App Marketplace.
  7. Search published apps.
  8. Locate the SharpSpring app. 
  9. Pre-approve the SharpSpring app.

For more information on the pre-approval process, refer to Zoom's external developer documentation.


Downloading and Installing Zoom

In order to use Zoom with your meetings, you will need to download and install Zoom. This will allow all of your meetings with Zoom links to open in your web browser. To download and install Zoom, do the following:

  1. Open a new tab in your web browser.
  2. Navigate to https://www.zoom.us/download.
  3. Locate the desired version of the Zoom client.
  4. Click Download next to the desired version of the Zoom client.
  5. Navigate to where your files are downloaded to.
  6. Open the downloaded Zoom client file.
   Click to enlarge.

In most instances, the Zoom client will automatically install. Once installed, Zoom links will open in the Zoom client.

For more information on installing Zoom, refer to the following external help documentation:


Connecting SharpSpring with Zoom

Once you have created a Zoom account and installed the Zoom application, you can connect Zoom with SharpSpring. To connect Zoom with your SharpSpring instance, do the following:

  1. Open a new tab in your web browser.
  2. Log in to SharpSpring.
  3. Click Sales > Meetings in SharpSpring's left toolbar.
  4. Click Connect Zoom Meetings.
  5. Enter your Zoom account's email credentials.
  6. Authorize the connection to Zoom.
   Click to enlarge.

Be aware that SharpSpring and Zoom must be connected in order to use Zoom with your meetings. 


Disconnecting SharpSpring from Zoom

Disconnecting SharpSpring from Zoom will remove authorization from your previously set connection and permissions. To disconnect SharpSpring from Zoom, do the following:

  1. Click Sales > Meetings in SharpSpring's left toolbar.
  2. Click Disconnect.
  3. Click Disconnect in the modal window that appears.
   Click to enlarge.

Be aware that disconnecting SharpSpring from Zoom does not uninstall the SharpSpring application from your Zoom account. 


Uninstalling the Integration

To completely uninstall and remove the integration from your account, you will need to deauthorize the SharpSpring app. To deauthorize and uninstall the SharpSpring app, do the following:

  1. Open a new tab in your web browser.
  2. Navigate to https://marketplace.zoom.us/.
  3. Log in to Zoom.
  4. Click Manage in Zoom's top toolbar.
  5. Click Installed Apps in the left panel.
  6. Locate the SharpSpring app.
  7. Click Uninstall.
  8. Click Uninstall in the modal window that appears.
     Click to enlarge.
Note: You may need to agree to Zoom's terms and services for the Marketplace to be able to log in.
 


Creating Individual Meetings with Zoom

Creating a meeting requires information about the meeting itself, as well as when and how it will be placed in your calendar.

You can set meetings for one-on-one interactions. To create an individual Zoom meeting, do the following:

  1. Click Sales > Meetings in SharpSpring's left toolbar.
  2. Click Create Meeting.
  3. Enter a title for the meeting in the Meeting Title text field.
  4. Select your name in the Who will host this meeting section.
  5. Optionally, do any or all of the following:
    • Click the Set as Primary checkbox.
    • Enter a description for the meeting in the Meeting Description text field.
    • Enter a location for the meeting in the Meeting Location text field. 
  6. Click the Make it a Zoom meeting checkbox.
  7. Select how much time the meeting will take in the Duration drop-down menu.
  8. Select how much time to block off before and after the meeting in the Meeting Buffer drop-down menu.
  9. Select how long past a given hour the meeting can begin in the Start Time Increments drop-down menu.
  10. Select how long before the meeting begins a meeting can be booked in the Minimum Booking Notice section.
  11. Select the amount of time in advance bookings can be added to your calendar in the Booking Window drop-down menu.
  12. Click Save.
   Click to enlarge.
 
Note: Primary meetings are the default meeting type used when sharing booking links or buttons and will be copied to your clipboard if you have created multiple meetings. Primary meetings cannot be deleted.
 
Note: If you have not connected SharpSpring with Zoom, Make it a Zoom meeting will instead appear as Connect Zoom Meetings. You will need to connect SharpSpring with Zoom.
 
Note: Meeting location information can be physical locations, such as a building address, or a website URL.
 


Previewing Meetings

Once you have created a meeting, You can preview the process for how prospective viewers book time with you. To preview how viewers book time with you and send a preview meeting email to your email account of choice, do the following:

  1. Click Sales > Meetings in SharpSpring's left toolbar.
  2. Click  12more.png  Options > Preview Booking Page next to a created meeting with Zoom enabled.
  3. Click an available date on the calendar.
  4. Select the desired time.
  5. Click Book it.
  6. Enter the following information:
    • First Name
    • Last Name
    • Email
    • Phone Number
    • Message
  7. Click Finish.
  8. Open another tab in your web browser.
  9. Navigate to the email account that you sent the meeting to.
  10. Open the Zoom meeting email.
   Click to enlarge.

When someone books time with you using the meeting with Zoom enabled, a generated Zoom link will appear in the confirmation email. These Zoom links are dynamic and unique to the individual meeting.

Meetings with generated Zoom links will appear in the Meetings section of your Zoom account. 

   Click to enlarge.
     


Contacting SharpSpring Support

SharpSpring Support can assist with configuring your meetings, as well as any issues you may be experiencing with the Zoom integration process.

SharpSpring Support information is located at https://sharpspring.com/customer-support/.

SharpSpring Support is available Monday to Friday from 8:30 AM to 8:00 PM (Eastern Time). During normal operating hours, SharpSpring Support will often respond within an hour of your initial support request. However, if support requests are made after hours or over the weekend, it may take up to 72 hours to receive support. 

There are many different ways to contact SharpSpring Support or otherwise find information. You can do any or all the following:

  • Submit a request for support in the SharpSpring Support Portal. You can submit a ticket to receive support with an issue you may be experiencing in the application. When submitting tickets, include as much information as possible about your problem. 

  • Call the SharpSpring Support phone line.  If you would prefer to speak directly with SharpSpring Support, you can call the SharpSpring Support phone line at 1-888-428-9605, option 1.

  • Review help documentation in the Help Center. The Help Center provides a collection of informative and instructional help articles that are designed to guide SharpSpring users to learning more about how to use the application.

  • Communicate with other SharpSpring users in the Community Forum. The Community Forum is the place to interact with other members of the SharpSpring community. In the Community Forum, you can post questions, answers, ideas, and the like. 

Regardless of how you request support, SharpSpring Support representatives will directly contact you in order to work with you and resolve your issue.

Refer to Getting Support for more information on contacting SharpSpring Support.

Related articles

×

Why was this help article not helpful?

Still didn't find what you are looking for?