Today, we’re going to explore the Zoom Meetings tab within Leads AI. The Zoom Meeting feature allows users to integrate the API algorithm of the Zoom app into the settings, enabling the creation of Zoom meetings within the platform. To create a Zoom meeting, users simply need to click on the designated tab, input the meeting details such as the title, attendees, date, time, and meeting purpose, and then click “create.” This initiates the meeting creation process, and invitations are automatically sent to the respective users or clients.
The overview of Zoom meetings includes details such as the meeting title, lead name, clients or users attending, meeting time, duration, URL, status (open, completed, held, or not held), and any required actions. Additionally, users have the option to view Zoom meetings in both calendar and list views, providing flexibility in how they interact with and manage their meetings.