Connecting to Video Calling via Zoom

Both individual and multi-user Zoom accounts we allow to connect to Lead Gen & CRM with no additional fees from either platform.

However, depending on which type of Zoom account you are linking to your Lead Gen & CRM account, you may have additional actions to take within your Zoom account settings. This article will detail how to connect and configure individual and multi-user Zoom accounts to use the Video calling feature.

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Article Contents

• Connecting Individual User Zoom Accounts
• Connecting Managed Zoom Accounts

Available With:

Trial
Essential
Advanced	✓
Ultimate	✓

Toolbar:

Sales

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Connecting Individual User Zoom Accounts

1. Open a new tab in your web browser.
2. Log in to your Zoom account.
3. Click Advanced, located under Admin in the left panel.
4. Click App Marketplace.
5. Search published apps.
6. Locate the Lead Gen & CRM app. 
7. Optional: Click Sign in to Add to log into your Zoom App Marketplace account.
8. Click Visit Site to Add.

Connecting Managed Zoom Accounts

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 Lead Gen & CRM 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 in the left panel.
5. Click Integration.
6. Click Go to App Marketplace.
7. Search published apps.
8. Locate the Lead Gen & CRM app. 
9. Pre-approve the Lead Gen & CRM app.

Important: A new, different link will be generated for each Zoom Call. The link will expire 30 days after the link is created, which will render it unusable for future Video Calls.

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

Connecting Lead Gen & CRM with Zoom

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

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

Be aware that Lead Gen & CRM and Zoom must be connected in order to use Zoom with your meetings.