Zoho Tips

Zoho Meeting + Zoho CRM = Easy Online Meeting Solution

By October 29, 2018 February 7th, 2019 No Comments

Integrating Zoho CRM and Zoho MeetingDid 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 with Zoho Meeting

  • Setup->Marketplace->Zoho
  • Click Install under the Zoho Meeting 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 Meeting and other Zoho products

Setting up integration with Zoho Meeting is the first step, but did you know about all of the amazing features and capabilities of Zoho Meeting? 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!

Megan Hagedorn

Author Megan Hagedorn

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