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Zoom Integration for RISE CRM

Zoom Integration for RISE CRM

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Note: This is not a standalone application. This is a plugin for RISE CRM. You have to install the RISE – Ultimate Project Manager & CRM to use this plugin.

This is a plugin for RISE CRM that allows you to integrate with a single Zoom account which can be used by permitted team members/clients to create/manage Zoom meetings.

Features

  • Schedule meetings with all/specific team members and/or all/specific client contacts.
  • Give access permission to non-admin team members to manage meetings.
  • Sync your meetings with your Zoom account.
  • Filter meetings easily.
  • Notification to recipients on add/edit meetings.

Documentation

Plugin Documentation.

Support

Please send an email from Support page for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in comments section.

Change Log

Version 1.1 – 05 May, 2022
[Added] Added notification settings.
[Added] Added email template settings.
[Updated] Moved meeting manage permission of user to Settings > Access Permission > Roles. Please note if you're upgrading from previous version (1.0), you'll have to assign this manage permission again from this setting. 
[Updated] Moved Zoom integration settings to Settings > App Settings > Integration > Zoom tab. 
[Updated] Moved client access permission settings to Settings > Client portal > Client permissions. 
Version 1.0 – 02 November, 2021
Initial release.
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