You can use Zoom conferencing service in Bitrix24 to communicate with your team members and clients. Zoom meetings are available in Bitrix24 messenger and CRM.
How to schedule Zoom meetings in Bitrix24 CRM
Zoom Meetings in Bitrix24 CRM can be used to communicate with your clients and team members. Open a CRM record card, click the Zoom button.
Click Connect > enter your Zoom account credentials > Sign in.
After that, you can schedule a Zoom meeting in your CRM.
Scheduled Zoom meetings are added to the meeting organizer’s calendar automatically.
Also, Scheduled Zoom meetings appear in the CRM Activities.
When the meeting is scheduled, you can copy a link to it using the Copy invitation option and start the meeting using the Start meeting button on the CRM record card.
After meeting completion, a corresponding event is logged in the CRM record card timeline. If a meeting has been recorded in Zoom, you will see links to the audio and video recordings in the event details.
Play and download the recordings of Zoom meetings
You can play and download the recordings on the CRM record card.If there have been multiple recording sessions during a meeting, the recordings will be available as separate parts in a single event (part 1, part 2, etc.).
- Video recordings
For video recordings, Zoom provides password protection, you will need to enter a password to play or download a video recording.
Video recordings of Zoom meetings can be viewed in the Bitrix24 CRM element card only for 24 hours. After that, viewing and downloading the video recording will be available only in the Zoom account.
- Audio recordings
The audio recordings are stored in the Bitrix24 Company Drive. Also, you can listen to them in the CRM element card or in your Zoom account.
- Bitrix24 supports Zoom cloud recordings only. Cloud recording is enabled for all paid subscribers
- Audio recordings of Zoom meetings are stored in Bitrix24 Drive and can be played in Bitrix24 CRM.
- Video recordings of Zoom meetings available in Bitrix CRM for 24 hours. After that period, you can play and download video recordings using links to them in Bitrix24 or in your Zoom account.
How to create Zoom meeting in Bitrix24 Messenger
You can invite a team member to a Zoom conference in Bitrix24 messenger. Open a Bitrix24 chat; select the Zoom meeting room option in the HD Video call menu.
On the first launch, you will need to log on to your Zoom account. Use the Connect button and enter your Zoom account credentials. If you've already signed in to your Zoom account, skip this step.
After authorization in Zoom, click the Zoom meeting room option in the HD Video call menu. A Zoom meeting link will appear in the chat window.
Use the link to launch Zoom application and start a meeting.
How to disconnect Zoom account
You can disconnect your Zoom account from Bitrix24 in your Bitrix24 user profile. Open the My profile page, click the Passwords button.
Proceed to the Social Platforms tab and use the Disconnect button.
Also, you can disconnect your Zoom from Bitrix24 in your Zoom account. Follow these steps:
- Log in to your Zoom account and navigate to the Zoom App Marketplace;
- Click Manage > Installed Apps or search for the Bitrix24 Official Integration app;
- Click the Bitrix24 Official Integration app;
- Click Uninstall.