The Zoom integration lets you create Zoom meetings from NeetoCRM. When you schedule an online meeting as a task, NeetoCRM creates a Zoom meeting in your Zoom account. The join link is added to the task and to the invite email sent to attendees.
Connecting Zoom
You need a Zoom account (free or paid) and a NeetoCRM role with permission to manage integrations. Each user connects their own Zoom account.
Log in to NeetoCRM.
Go to Admin panel → Integrations → Zoom.
Click Connect Zoom.
Sign in to Zoom if asked.
Review the permissions NeetoCRM asks for and click Allow.
You're taken back to the Zoom page in NeetoCRM, which now shows your Zoom account as connected.
Using Zoom
Schedule a Zoom meeting
Open Tasks and click Add task. You can also add a task from a contact, company or deal.
Enter a title for the task. This title becomes the name of the Zoom meeting.
Select the Meeting checkbox.
Under mode, choose Online.
Select Zoom.
Set the start and end times, add attendees, and save the task.
NeetoCRM creates the meeting in your Zoom account and shows it on the task under Online link. Attendees get an email with the meeting details and the join link.
Disconnecting Zoom
Go to Admin panel → Integrations → Zoom.
Click Disconnect, then confirm.
After you disconnect:
NeetoCRM stops creating Zoom meetings for you, and the Zoom option is greyed out again in the task form.
Meetings you already scheduled stay in your Zoom account, and their links still appear on those tasks. To cancel them, delete them in Zoom.
NeetoCRM deletes the Zoom credentials it stored for your account.
To connect a different Zoom account, sign out of Zoom at zoom.us/myhome, then follow the steps in Connecting Zoom again.