Did you know Zoho has a “virtual meeting” application similar to join.me or GoToMeeting? It’s called Zoho Meeting. Once integrated with your Zoho CRM account, you can easily make any event a virtual meeting with the click of your mouse. Here’s how.
How to turn events into meetings
Step 1: Set up integration
- Click Install under the tile
- Click Continue
Step 2: Create an event record and make it an online meeting
- While creating/Editing an Event Record, click the “Make this an online meeting” checkbox
- NOTE – You have to add a Participant before you save the event.
Learn more about Zoho products
Setting up integration is the first step, but did you know about all of the amazing features and capabilities available? Marks Group Live offers expert-led Zoho training on all Zoho apps and products, which can teach you and your organization everything you need to know about Zoho and how to get the most out of Zoho’s products. Our training options include live videos, webinars, one-on-one support, and more. Sign up as a subscriber today!