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