Description
Zoom Meeting Manager
NOTE: This is not a standalone module, the module requires Perfex CRM application version 3.0.0+ installed.
Introduction to Zoom Meetings Manager – Advanced Zoom API module for Perfex CRM
One Zoom global account that can be used by all staff depending on permissions given by Admins to Create, View or Delete.
Zoom Meeting Manager uses Zoom API and brings Zoom directly to Perfex CRM with abilities to Create, View, Start Meetings and Delete meetings with ease.
You can add Leads, Staff and Contacts directly from your CRM as attendees (participants) and notify them by email, Zoom Meeting Manager allows that by using Perfex CRM live notifications and email templates.
Key Features
- Auto-Generate Secure Passwords – Automatically generate secure meeting passwords with one click
- Participant Groups Management – Create and manage reusable participant groups for quick meeting setup
- Recurring meetings – Create recurring meetings directly from the scheduler
- Company-Based Contact Filtering – Filter contacts by company when creating participant groups
- Smart Reminder System – Automated email reminders sent before meetings via cron job
- Email Notifications – Automatic email notifications when meetings are created
- Two-Way Sync – Real-time synchronization with Zoom API
- Meeting Notes – Add and manage meeting notes directly in Perfex CRM
- Quick Participant Addition – Add participants on-the-fly during meeting management
- Permission-Based Access – Control staff access with granular permissions
- Multiple Participant Types – Support for Staff, Contacts, and Leads as meeting participants
