Zoom integration

I envisage a firm-bespoke tile on the client portal which provides clients with a Calendly link (or similar) to book a meeting, be that ad-hoc, or review etc‚ using Zoom in my case. Other virtual meeting software is available. It’d be great if the Zoom meeting recording and transcript were automatically added to the client record for all meetings involving a prospect or client.

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Feature Request

Tags

Integration

Date

Over 4 years ago

Author

Nick Smith

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