Connect Zoom to SkedX CRM to schedule video meetings directly from deal and contact records.
Meeting links are added automatically, recordings are logged to timelines, and attendance data enriches your CRM activity history.
What you get
- One-click Zoom meeting scheduling from CRM records
- Automatic meeting link insertion in calendar events
- Meeting recording links logged to contact timelines
- Attendance tracking and participant data capture
- Post-meeting follow-up task automation
Setup guide
How to get Zoom working with SkedX CRM.
- Navigate to Settings > Integrations > Zoom in SkedX CRM
- Click "Connect Zoom" and authorize via OAuth
- Grant permissions for meeting creation and recording access
- Configure default meeting settings (duration, waiting room)
- Set up post-meeting workflow rules
- Start scheduling Zoom meetings from your CRM
Questions
How do I connect Zoom with SkedX?
Connecting Zoom to SkedX CRM takes 6 steps: Navigate to Settings > Integrations > Zoom in SkedX CRM; Click "Connect Zoom" and authorize via OAuth; Grant permissions for meeting creation and recording access; Configure default meeting settings (duration, waiting room); Set up post-meeting workflow rules; Start scheduling Zoom meetings from your CRM. No developer setup is required — you can complete it from your SkedX dashboard.
What can I do with the Zoom integration?
With the Zoom integration you can: One-click Zoom meeting scheduling from CRM records; Automatic meeting link insertion in calendar events; Meeting recording links logged to contact timelines. Everything stays in sync with SkedX CRM.
Is the Zoom integration available now?
Yes — the Zoom integration is available now as part of SkedX CRM, in the Video category.
