Schedule, start and manage Zoom meetings from Pipedrive to stay focused on selling

To record a Zoom meeting, make sure recording is enabled in your Zoom account. Next, follow these steps

1. Make sure you have every participants approval to record the meeting
2. Start a Zoom meeting as the host and click "Record"
3. If a menu appears, select "Record on this Computer" – participants will see an indicator appear in the top-left corner of their Zoom window to show that the recording is active
4. After the meeting has ended, Zoom will convert the recording into an MP4 (if it’s an audio/video file) or M4A (if it’s an audio-only file)

To create a Zoom meeting, follow these steps:

1. Sign in to your Zoom web portal
2. Click "Meetings" and then "Schedule a Meeting"
3. Choose a date and time for your meeting.
4. Select any other optional settings for the meeting
5. Click "Save"

If your meeting hasn’t started yet, you can invite participants to Zoom by sending them the details (URL, invitation text, etc.) or by inviting them via email. You can also send them a calendar invite if your Zoom is integrated with your calendar app.

If you’re already in a meeting and would like to add a participant, click "Participants" and then "Invite". Depending on your company, you will have a few different options:

1. Invite participants from your list of contacts
2. Add one or a number of Zoom Rooms
3. Add one or a number of desk phones
4. Add one or a number of room systems
5. Send an email invite to participants
6. Issue a call out if the participant isn’t a contact and is outside your organization
7. Copy and/or share a URL or invitation text
8. Enter the name and/or number of a Zoom Phone contact

Make sure you share a meeting passcode if needed.