With Zoom integrated, you are now able to automatically generate a Zoom URL meeting while scheduling a meeting with you Client.
Step by Step guide
Step 1: On the Contact Listing page, select a Contact and navigate to the Contact's Summary page.
Step 2: Click on the Add button at the top, and select Activity.
Step 3: On the Add Activity window, Select Meeting as the Category and Zoom as the Location of the meeting. A Zoom URL link will be automatically generated in the Location field, if you have already connected Zoom.
Step 4: Select the "Send Google Calendar invite to Client" option
Clicking on Submit button will trigger to send out a Google Calendar invite, with the generated Zoom URL link as the Location field. This way your Client will be able to access the Zoom URL link via their Google Calendar.
