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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Advanced | ✓ | |
Ultimate | ✓ |
Administrators | ✓ | |
Company Managers | ✓ | |
Marketing Managers | ✓ | |
Sales Managers | ✓ | |
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Connecting Individual User Zoom Accounts
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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:
For more information on the pre-approval process, refer to Zoom's external developer documentation. |
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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.
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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:
Be aware that Lead Gen & CRM and Zoom must be connected in order to use Zoom with your meetings. |