SugarCRM - Zoom Integration User Guide

Overview

Faye integrated Sugar with Zoom, the leader in meetings, chat, and secure connections.

Schedule or start a Zoom meeting right from SugarCRM and track these meetings in Activity History. The #1 video and web conferencing service, integrating Zoom with SugarCRM helps you build relationships and close business faster.

This SugarCRM - Zoom Integration will allow you to:

• One way sync meetings with Zoom (from Sugar to ZOOM)
• Launch Zoom meeting from Sugar with a single click
• Schedule / Update / Delete Zoom meeting in a single click from Sugar
• Send Zoom Meeting Info via Email

 

Table of contents

1. Licensing

2. Setup

3. Create Zoom meetings from within Sugar.

4. Invite Sugar contacts to Zoom meetings.

5. Launch Zoom meetings directly from within Sugar.

6. Edit, cancel, or delete Zoom meetings from within Sugar.

1. Licensing

Before installing the product package, make sure you have the FayeBSG licensing module installed. You can find the steps to take here.

For any questions concerning your license key please contact [e-mail].

 

2. Setup

After installing the app and entering the licensing key, please follow these instructions to create a JWT app in Zoom.

Once you've successfully created one, go to your Sugar instance admin section / Zoom Configuration and enter your Api Key, Api Secret, and Host ID there. For the latter, you can use your Zoom E-Mail address.

3. Creating a Zoom meeting from within SugarCRM

Log into your Sugar instance, go to the Meetings module and click on Create.

After clicking on ‘Create’ the below window will appear. Fill in the required information for your meeting: Subject, Start/End Date/Hour, Location, Description, Related to, etc.

When all necessary information is filled in click on Create Zoom Meeting.

Once a meeting was created you can find it under your Meetings module in Sugar.

By clicking on the highlighted title (see screenshot above) in the Meetings list, you will be taken to the meeting page where you can edit information and invite new attendees from your Sugar contacts.

Hovering over sections will also allow you to edit each individually, by clicking on the pen icon.

 

 

4. Invite Sugar contacts to a Zoom meeting

As mentioned above, hover over the item Guests, and once the pen icon appears click on it.

At the end of the attendee’s name, you can see a + sign. By clicking on it you will be able to add as many new contacts from your Sugar Contacts, Users, or Leads as needed.

A new line will appear and you can either type in a name or click on Search for more and you will be taken to your Sugar Contacts list to chose attendees from.

You can select a contact just by clicking on it. It will automatically be inserted into your Zoom meeting page.

You will need to save the changes in order for a meeting invitation to be sent to the newly added guest.

The status of attendance next to the guest’s name will change according to the actions taken by the guest in the received email invitation (attend, decline, tentative). This status can be changed after the initial email choice as well.

You can also uninvite contacts from your meeting, by clicking on the - sign, next to the guest name.

Once all your required attendees are added to your meeting page, click on Save, then Save and Send Invites.

 

 

5. Launch Zoom meetings directly from within Sugar

There are five ways you can launch your created Zoom meeting from within Sugar.

• You can click on the cloud icon in the upper left corner of your meeting page.
  
  

• You can click on Zoom in the upper right corner of your meeting page and choose Launch Zoom Meeting from the dropdown menu.

• On your Meetings page directly, click on the cloud icon, next to the meeting name.

• By clicking on the eye icon next to your meeting in the Meetings list, you can access the meeting link that will appear on the right-hand side of your screen.

• You can click on the dropdown arrow next to the eye icon and choose Join meeting.

All five options will open your Zoom app.

6. Edit or delete Zoom meetings from within Sugar

While within your Zoom meeting page on Sugar you can:

• Click on Edit. All editable fields of your meeting will be visible. Once done editing click Save.

• Click on the arrow next to the Edit button. A dropdown menu with editing options will appear.

To delete your Zoom meeting you have three options:

• Click on Edit in the upper right corner and on Delete in the appearing dropdown. This option will delete the meeting from your Sugar Meetings module.

• Click on Zoom in the upper right corner and then choose Delete Zoom Meeting from the dropdown menu. This option will delete your meeting in Zoom, not in the Sugar Meetings module.

• In your Meetings module in Sugar, click on the dropdown arrow next to your meeting and choose Delete.

It's that easy!

However, should you have any additional questions, please don't hesitate to contact us via the email address mentioned at the beginning of this guide.