Troubleshooting Zoom Integration with Systemised to Scale Account
Step 1: Verify Admin Access
Check Admin Role:
Log into Zoom, click your logo, and navigate to your account settings.
Ensure your account has admin privileges under user management and roles.
Step 2: Configure Integration Settings
Navigate to Integration Settings:
Scroll to "Advanced" and access "Integration" to view integrated services.
Visit the app marketplace to integrate with Lead Connector for CRM synchronization.
Step 3: Integrate Lead Connector
Add Lead Connector Plugin:
Search for Lead Connector in the app marketplace and install it to your account for seamless integration.
Step 4: Sync with CRM
Complete Integration Steps:
Follow prompts to connect Zoom with your CRM account using Lead Connector for automated synchronization.
Summary:
Resolve Zoom integration issues by ensuring admin privileges, configuring integration settings, adding the Lead Connector plugin, and syncing with your CRM account for efficient data management and automation.