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 etcโ€š using Zoom in my case. Other virtual meeting software is available. Itโ€™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

Almost 4 years ago

Author

Nick Smith

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