Zoho

Overview

Calls, webinars, and online meetings are a constant part of a salesperson's schedule. This extension lets users have quality interactions with customers through integrated audio, video conferencing, and screen sharing. Call or schedule meetings with your customers with a click of a button and avoid the hassle of moving between screens. GoTo Meeting for Zoho CRM gives you unmatched audio and HD video quality to enhance your customer interactions.

Key Features:

- Connect quickly with your leads and contacts through automatic invites and instant- meeting links without leaving CRM
- Automated activity tracking & comprehensive post-meeting statistics
- Intuitive options to share meeting recordings with participants from CRM
- Boost sales productivity by scheduling and storing meeting information directly in the Events module.

How It Works

This integration can be set up from Marketplace in Zoho CRM.

 

To setup integration

1. Log into your Zoho CRM account with administrative privileges.

2. Go to Setup > Marketplace > All and search for GoTo Meeting.

3. Click Install.

4. In Use of Personal Details popup, edit profile if required and click Continue.

5. In the Confirm Installation popup, click Install.

6. Click Enable GoTo Meeting.

 

Resources

User guides and FAQs (link: https://help.zoho.com/portal/kb/articles/gotomeeting-crm-integration)