How does the Zoom integration work in Collanity CRM?

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This guide explains how to add, use, and remove the Zoom integration in Collanity CRM.

Adding the App
1. Log in to your Collanity CRM account.
2. Click your profile picture in the top-right navigation bar.
3. Select Integrations.
4. On the Zoom card, click Connect.
5. Complete the Zoom login and authorize the app.
6. Once connected, you will be redirected to the Zoom Integration Details page.

Troubleshooting
• If you cannot connect, ensure you have the correct Zoom account permissions.
• If issues persist, contact our support team at support@collanity.com.

Using the App
A. Integration Features
You can create and manage Zoom meetings directly from the CRM calendar.
Create Meeting
1. In the sidebar, go to Calendar.
2. Click the + New Schedule button and choose Event.
3. Fill in the required fields for the meeting details. Under More Details, click + Add Link and choose Zoom.
4. Click Create and a meeting will be created in both Collanity CRM and Zoom.

Update Meeting
1. In the sidebar, go to Calendar.
2. Open an existing meeting and click the Edit icon.
3. Edit the meeting details. Click Update and the changes will sync to Zoom.

Delete Meeting
1. In the sidebar, go to Calendar.
2. Open an existing meeting.
3. Click the Delete icon and the meeting will be removed from Collanity CRM and Zoom.

B. Workflow Features
You can use Zoom as part of Collanity CRM workflows for automation.
Supported Triggers:
• Meeting Created
• Meeting Updated
• Meeting Deleted

Supported Actions:
• Create Meeting
• Update Meeting
• Delete Meeting
• Find Meetings
• Retrieve Meetings

Adding a Zoom Trigger
1. In the sidebar, go to Workflows.
2. Create a new workflow or open an existing one.
3. Click on the first node.
4. Under the Preferences tab, choose Zoom as the app.
5. Select a trigger.
6. Connect your Zoom account if needed, or select the already connected account.
7. Click Save and Continue to proceed.
8. Under the Configurations tab, fill in the required fields and click Save and Continue.
9. Under the Diagnostics tab, click Test Trigger Function to view the output example.
10. Click the Activate toggle in the top bar to turn on the workflow.
11. Perform the workflow’s trigger to execute the workflow.

Adding a Zoom Action
1. In the sidebar, go to Workflows.
2. Create a new workflow or open an existing one.
3. On the first node, click the More Options icon (⋯) and select Add New Step.
4. Click on the created node.
5. Under the Preferences tab, choose Zoom as the app.
6. Select an action.
7. Connect your Zoom account if needed, or select the already connected account.
8. Click Save and Continue to proceed.
9. Under the Configurations tab, fill in the required fields and click Save and Continue.
10. Under the Diagnostics tab, click Test Action Function to confirm it works.
11. Perform the workflow’s trigger to confirm the action executes in Zoom.

Removing the App
1. Log in to your Collanity CRM account.
2. Click your profile picture in the top-right navigation bar.
3. Select Integrations.
4. On the Zoom card, click Disconnect.
5. Accept the alert confirmation and your Zoom account will be disconnected from Collanity CRM.

Implications of Disconnecting
• Your Collanity CRM account will no longer sync with Zoom.
• Existing meetings already created in Zoom will remain, but new meetings will not sync.
• No new Zoom data will be pulled after disconnection.

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