Quick summary
Integrating Pipedrive with Zoom lets sales teams schedule and join Zoom Meetings without leaving their CRM. This step-by-step walkthrough covers the full installation process via the Pipedrive Marketplace in under two minutes.
Steps
- Head over to the left-side panel, then click Marketplace.
- Tap See All Apps in Marketplace at the bottom-right corner.
- Search for Zoom and select Zoom Meetings from the suggested results.
- Tap Install Now to proceed with the installation.
- Configure the user selection settings and then click Next.
- Tap Allow and Install to agree with the terms and grant the necessary permissions.
- Click Allow to finish and activate the integration of your Pipedrive and Zoom accounts.
