Installation

If your Contact has not been integrated with Zoom. Follow these steps to integrate.

1. To install the Zoom integration, you will need to login to your CRM site, edit your Contact record, and change your form to Zoom Integration.

2. On the right side of the page you will see a section titled Zoom Info. In that section is a toggle and text explaining to change the value to Yes to immediately open a new browser tab, and enter your authentication information on the Zoom login and allow access to Envise Pinpoint.

3. The browser will be directed out of CRM and to Zoom. You may need to login; if so, use your Zoom authentication information. You may need to authorize access; this is how Envise will get access to your Zoom information.

4. Zoom will then redirect back to your CRM and a success message should display.

Update Meetings with Zoom Information

1. Once your Contact is integrated with Zoom, edit the Event Session you want to integrate with Zoom.

2. Chose the form Zoom Setup. A panel will open with the Zoom Meeting Integration settings for this Session. The screen instructs the user how to proceed.

3. Select a Contact with Zoom settings (your contact you just linked to zoom in the step above) to be the host for this Zoom Meeting and set a passcode if desired.

4. Change the Zoom Connect value to Yes to save this Event Session and immediately create a Zoom meeting.

Troubleshooting

If you are receiving errors while creating or updating Meetings in Zoom, re-try the Installation steps.

Uninstallation

1. Login to your Zoom Account and navigate to the Zoom App Marketplace.

2. Click Manage » Installed Apps or search for the Envise Pinpoint app.

3. Click the Envise Pinpoint app.

4. Click Uninstall.