- Log in to Zoho CRM and click "Marketplace" icon from the top menu.
- Search for "Zoom" and select "Zoom for Zoho CRM".
- Click on "Activate”.
- Select the checkbox to accept the terms, then click "Activate”.
How To Integrate Zoho CRM With Zoom
Follow this interactive demo to learn how to integrate Zoho CRM with Zoom.
📌 Why this matters
This integration transforms scattered customer touchpoints into a unified workflow. You can automatically log meeting details, attendance, and recordings directly into customer records without manual data entry. Beyond convenience, this creates a comprehensive communication timeline that reveals customer engagement patterns. Sales teams gain visibility into which prospects actually attend demos versus those who skip meetings, enabling more accurate pipeline forecasting. The integration also ensures compliance requirements are met by maintaining detailed interaction records that might otherwise be lost in separate systems.
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