Zoom Meetings
by Pipedrive
Simplify and streamline the process of scheduling calls, sending meeting links and logging activities. Pipedrive's seamless Zoom integration, together with our calendar sync and Scheduler, helps you create an effortless setup for remote selling.
When scheduling or editing activities in Pipedrive, add a video call from within the activity. A unique Zoom link will be created and invitees will be notified without having to send an extra email.
With the Zoom integration, you don't need to switch between Zoom and Pipedrive. You can join a scheduled meeting from a button or link in activities/deal/person detail views. You can also view your contact’s details and deal information during the call for added context.
You can use Pipedrive’s meeting Scheduler to set up Zoom meetings with your clients. When a meeting is confirmed via the Scheduler page, both you and the invitee will receive the Zoom meeting link in the calendar invite.
Click “Install now” at the top of this page
If you are not logged in to Zoom, you can log in or create a new account
Select the Zoom account to use, then press “Continue”
You are now ready to use Zoom and Pipedrive together!
Notice regarding your Zoom account data
When you set up this integration, Pipedrive will receive and use your Zoom account data strictly to the extent such data is required for the integration to function. Pipedrive shall be responsible for the privacy, security or integrity of such account data in accordance with Pipedrive's Privacy Policy.
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