Overview
Schedule Zoom calls without leaving Agiled. Create meetings from a contact record, project, or deal and the link is shared automatically. After the call, Agiled logs the meeting as an activity so you have a complete timeline of every client interaction.
Configure
- 1
Connect your Zoom account. Go to Settings > Apps in Agiled, click Zoom, and authorize with your Zoom credentials.
- 2
Set meeting defaults. Configure default meeting settings: waiting room, auto-record, and meeting duration.
- 3
Start scheduling. Use the New Meeting button on any contact, deal, or project to create a Zoom meeting instantly.
What you can do
One-click meetings
Create a Zoom meeting from any contact, deal, or project. The invite link is generated and shared instantly.
Automatic activity logging
Completed meetings are logged on the contact timeline so your team sees every interaction.
Calendar sync
Zoom meetings created in Agiled appear on your synced calendar automatically.
Recording links
Cloud recordings from Zoom are linked to the meeting activity in Agiled for easy playback.
Capabilities
Zoom app features
Instant meetings
Generate a Zoom meeting link from any record in Agiled.
Activity timeline
Meetings are logged as activities on the associated contact or deal.
Recording sync
Cloud recording links are attached to the meeting activity automatically.
Meeting reminders
Attendees receive reminders before the meeting starts.
Multi-participant
Invite multiple contacts or team members to a single Zoom meeting.
Calendar integration
Meetings appear on synced Google or Outlook calendars.
FAQ
Zoom FAQ
A free Zoom account works for basic meetings. Paid plans unlock features like longer meeting durations and cloud recording.
Yes. You can schedule Zoom meetings and share the link with clients through the client portal.
Yes. If you have Google Calendar or Outlook connected to Agiled, Zoom meetings will appear on your calendar automatically.
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