Zoom + CRM Integration
Schedule Zoom meetings directly from CRM. Meeting history, recordings and notes automatically saved to customer records.
Request Integration Demo❌ Without Integration
- • Manually copy-paste meeting links to emails
- • Meeting notes lost in different apps
- • No visibility into customer meeting history
- • Forget to follow up after meetings
- • Recordings not linked to deals
✅ With Rapitek Integration
- • One-click meeting from customer record
- • Notes automatically saved to timeline
- • Complete meeting history per customer
- • Automatic follow-up task creation
- • Recordings linked to opportunities
Zoom Integration Features
Everything you need for effective video sales meetings
One-Click Meeting
Create Zoom meetings directly from customer or opportunity records with a single click.
Auto Link Sharing
Meeting link automatically added to calendar invite and customer record.
Meeting Notes
Add notes during or after meeting. All saved to customer timeline.
Duration Tracking
Meeting duration and attendance logged automatically for reporting.
Recording Links
Zoom cloud recordings linked to CRM records for easy team access.
Meeting Analytics
Track meeting frequency, duration trends and engagement per customer.
How It Works
Connect Zoom
One-time OAuth authorization
Schedule Meeting
Click 'Schedule Zoom' on any record
Auto Invitation
Meeting invite sent automatically
Auto Logging
Meeting details saved to CRM
Popular Use Cases
Sales Demos
Product demos linked to opportunities
Discovery Calls
First meetings with notes
Project Reviews
Customer check-in meetings
Training Sessions
Customer onboarding calls