Quick summary
Integrating Gainsight with Zoom lets customer success teams surface account intelligence directly inside Zoom meetings. This step-by-step walkthrough covers how to install the Gainsight plugin from the Zoom App Marketplace and authorize the connection.
Steps
- On Zoom's homepage, navigate to the left-side panel and click 'Advanced'.
- Choose 'App Marketplace' from the list of options.
- Search for 'Gainsight' and select the specific Gainsight plugin you want to integrate.
- Click the drop-down arrow next to 'Add For Others' and tap 'Add For Myself'.
- Click 'Allow' to agree with the terms and grant the necessary permissions.
- Log into your Gainsight account to set up and activate the integration with Zoom.
