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EngageBay - Zoom Integration

Accelerate your sales cycles, improve sales productivity, and deliver a great customer experience with with face-to-face video or voice meetings

Marketing Automation Software
Marketing Automation Software

About Zoom

Zoom is a world-class cloud-based video conferencing service you can use to virtually meet with others - either by video or audio-only or both, all while conducting live chats - and it lets you record those sessions to view later.

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Steps To Install & Uninstall Zoom from your EngageBay Account

How to install Zoom in EngageBay

Login to your EngageBay account and follow the navigation steps below to enable Zoom:

Click on Profile drop down (top right) Preferences Gadgets.

Once you click on 'Gadgets', you can locate the Zoom integration gadget and click on the 'Enable' button. You will be redirected to Zoom and asked for the login credentials. It will also show you the required permissions. Once the details are submitted, you will be redirected back to EngageBay.

JotForm configure

Uninstalling the EngageBay CRM Add-on

1. Login to your Zoom Account and navigate to the Zoom App Marketplace.

2. Click Manage > Installed Apps or search for the EngageBay CRM app.

3. Click the EngageBay CRM app.

4. Click Uninstall.

Login to JotForm

How it works

Once you enable Zoom integration with your EngageBay account, if any appointments scheduled using EngageBay calendar URL (You can find the Calenar URL from "Appointments" section under "Sales" module 3 dots dropdown) creates a new meeting in your Zoom account and adds the meeting URL in the confirmation email.

JotForm configure

Also it creates a contact in EngageBay and you can find the meeting details in your contacts timeline

Field Mapping

Once the meeting is completed an activity will be created in EngageBay.

JotForm configure

EngageBay creates activities not only for meetings but also for your webinars.

Field Mapping

Once the meeting is completed an activity will be created in EngageBay.

JotForm configure

Know More

About the EngageBay - Zoom Integration

Integrate Zoom with EngageBay to create a meeting in your Zoom account while creating appointments in EngageBay. EngageBay includes Zoom meeting URL in the appointment confirmation email to join the meeting. Once the meeting is completed the meeting details will be added to the EngageBay contact timeline.

Publish online forms quickly

One-way sync of meetings from EngageBay to Zoom

This integration between EngageBay and Zoom makes it possible for you to start and schedule meetings directly within EngageBay CRM. You can quickly set up Zoom meetings with leads and view your scheduled Zoom meetings. This plugin will also offer to reschedule your Zoom meeting.

Send contacts from your form to EngageBay CRM

Features

Schedule / Update / Delete zoom meeting in a single click from EngageBay CRM

This EngageBay - Zoom integration makes it possible for you to schedule, update, and delete meetings directly within EngageBay. The meetings can also be rescheduled.

Create and manage Invoices

Launch Zoom meeting from EngageBay with a single click.

It doesn’t take more than a single click to set up and launch a Zoom meeting from your EngageBay dashboard. It’s as easy as that.

Create new Invoices

Send Zoom Meeting Info Directly via Email

When a meeting is scheduled, the plugin will send emails to contacts/invitees with the meeting information. EngageBay includes Zoom meeting URL in the appointment confirmation email to join the meeting. The email body will consist of content from a predefined email template.

Create and manage Invoices

Send rescheduled email info in Email

When your Zoom meeting is rescheduled, the plugin will send out an email to all contacts/invitees highlighting details of the meeting. Rescheduling emails will use a different email template.

Create new Invoices

Benefits

Schedule Calls Right From Your CRM

Switching apps increases redundancy and is time-consuming. With the EngageBay and Zoom integration, users can easily schedule calls on Zoom with clients right from their EngageBay CRM. This will also allow you to share the link of your Zoom meeting with the client by accessing the contact database in your EngageBay CRM.

Create and manage Invoices

Streamline Workflows

Another benefit of Zoom integration with EngageBay CRM is that it allows you to streamline your workflows and leverage them for seamless communication. You can set workflows in your EngageBay to automatically add contacts to a meeting in Zoom and get things done on the fly.

Create new Invoices

Share Meeting Links

Schedule your meetings on Zoom with access to your calendar in EngageBay CRM. You can automatically share the meeting links with your clients. This will cut the hassle of sending meeting invites manually as the EngageBay CRM Integration with Zoom will allow you to send all the meeting information automatically.

Create and manage Invoices

Automatically Add Attendees to Webinars

In case you are using Zoom for conducting webinars, you can automatically add attendees from the contacts in your EngageBay CRM. Not just this, CRM also allows you to send personalized emails to your contacts. So, integrating Zoom with EngageBay CRM helps in informing the attendees about the schedule, topics to be discussed and any other changes as required- more efficiently and in less time.

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Reschedule and Delete Meetings

With EngageBa CRM and Zoom integration, users can’t just schedule calls from within the CRM platform but also update, reschedule and delete them with just a click from their EngageBay. This means no more worrying about manually updating your schedule and getting more done in less time.

Create and manage Invoices

Robust CRM Reporting

Make the most of Zoom integration with EngageBay CRM by deriving actionable insights from your CRM. Now, EngageBay CRM users can easily generate meeting reports right in their CRM and better plan their meetings and optimize the schedules. Additionally, by leveraging EngageBay CRM Dashboards, all data from Zoom conferences can be used for better decision making and improving productivity. You can also keep track of the minutes spent in a meeting, messages sent and received, the location of users and the network quality through Zoom reports in your EngageBay.

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Technical Helpdesk Support Analyst, Atos
testimonial by Garma
I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute.

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testimonial by Leonardo
A full-featured marketing platform. With this, you have all you need to get started and succeed. Having all in one platform make any marketer job much easier.

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Enabled me to easily capture details of interested parties for my products. Ease of use Feature set. Excellent customer service.

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It covers everything a small business sales/marketing team needs.

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testimonial by Jan
All its tools and functions are good, but what I like most are the automation and programming in social networks along with landing pages, pop-ups, and forms that together help me increase traffic and in the short term generate sales.

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Web Developer, Huawei Technologies
testimonial by Dioshai
The software is easy to set up and implement. I feel EngageBay is quickly becoming a marketing automation competitor to the premium SAAS offerings. EngageBay's customer support has been very responsive and helped me resolve an implementation issue almost immediately.

Shawn L

Marketing Manager, List Biological Laboratories, Inc
testimonial by Shawn
I highly recommend the tool. It's an awesome tool for a startup like us.

Garma Gay D.

Technical Helpdesk Support Analyst, Atos
testimonial by Garma
I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute.

Leonardo W.

Founder, Wolff Consultoria
testimonial by Leonardo
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