NOTE: This isn’t a standalone module, the module requires Perfex CRM utility model 3.0.0 put in, it is a module for Perfex CRM.
Introduction
Introduction to Zoom Conferences Supervisor – Zoom API module for Perfex CRM
One Zoom international account that can be utilized by all employees relying on permissions given by Admins to Create, View or Delete.
Zoom Assembly Supervisor makes use of Zoom API and brings Zoom on to Perfex CRM with talents to Create, View, Begin Conferences and Delete conferences with ease. By default Zoom’s fundamental account doesn’t can help you add members to a gathering. In Zoom Assembly Supervisor you possibly can add Leads, Employees and Contacts instantly out of your CRM as attendees (members) and notify them by e-mail, Zoom Assembly Supervisor permits that through the use of Perfex CRM dwell notifications and e-mail templates.
You should use an app hyperlink or internet url to enter the conferences. The module doesn’t use an inner database apart from Zoom assembly notes, all conferences are fetched from Zoom API (Two Approach Sync) and saved there. Solely notes are saved within the database for every assembly. After the assembly is completed you possibly can depart it or delete it. It is going to be at all times synced / fetched from the Zoom API database. Notes will stay within the Perfex CRM database till assembly is deleted. Be at liberty to take a look at all screenshots beneath.
Screenshots Overview
Changelog
Model 1.1.2 03/11/2022
- Mounted: When lead or contact is added in th assembly they now may also recieve e-mail notifications.
- Compatibility: Appropriate with lastest model of Perfex CRM
- Enhancements: Design and UX
Model 1.1.1 20/11/2021
- Minor repair: Password validation for assembly
- Bug repair: All customers weren’t receiving notifications and emails upon assembly creation
- Numerous: Enhancements, Optimizations
Model 1.1.0 20/05/2021
- Minor bug fixes and code optimizations
Model 1.0.0 10/09/2020
- Preliminary model
