Today, we’re going to delve into the Zoom meeting tab in CRM AI. The Zoom meeting feature allows users to create Zoom meetings within the application using the client ID, secret ID, and the Zoom API key, which can be accessed in the settings. This functionality enables the seamless creation of Zoom meetings within the CRM AI platform.

Creating a Zoom meeting is a straightforward process. By clicking on the “create” button, users can input the meeting title, associate it with a specific project, select the relevant employees, specify the start date and time, and set the meeting duration. Additionally, there is an option to invite clients by simply clicking on the designated tab, which will send the meeting invitation to the clients.

Upon clicking “create,” all the necessary details will be automatically filled in, streamlining the process of creating Zoom meetings within CRM AI. This is an overview of how Zoom meetings can be created and managed within the CRM AI platform.

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