Conduct your Zoom conferences straight from Bitrix24 CRM
– Create Zoom conferences directly in B24. – Convert customers by sending them invitation links directly from the Leads, Deals, Contacts and Companies. – Appoint Zoom meetings from your Bitrix24 Calendar. – Choose what Zoom session a customer is invited to, or which of your colleagues will talk to a customer over Zoom. – Know when customer joins the session and leaves it. – Invite customers to Zoom webinars automatically. – Build automatic sale and marketing funnels. – Get the meeting records links from the Zoom cloud. – Automatically back up your records from Zoom cloud to Yandex.Disk.
How to schedule a Zoom meeting with a customer?
Scenario 1 – from CRM – Open a Lead (or Deal, Contact, Company) in CRM. Click the dropdown menu in the action log in the right column and click "Bitconf" item; – In the pop-up window create a new meeting or choose any of the existing ones; – The invitation link for will be saved to the dedicated field of the Lead (or Deal, Contact, Company) and shown to you in the log. Copy it or send directly from there. Sometimes Bitrix24 is slow to show it instantly, so just refresh the page to see the link generated.
Scenario 2 – from Calendar – In the Bitconf app settings check the box for option "Automatically create Zoom meeting for every event in Bitrix24 calendar and add invitation link to it" – Go to Calendar. Add an Event and save it. – Wait for a couple of seconds and re-open the Event you've just added. – Check the Description of the Event – the Zoom link is there. Share it with your customer.
How to know if a customer joined a Zoom conference or webinar?
This feature is available on Zoom paid tariffs. When customer joins or leaves your Zoom session, Bitconf adds this information to the Lead log in B24. So you will know if he/she ever participated and how much time spent there for sure. Plan your further actions based on that information. Please note: If you have sent the invitation link to many customers, you will see all their names in the Lead log.
How to build an automatic funnel with Zoom?
Use Bitrix24 automation rules and workflows, just make sure you have this option on your tariff. The simplest way: create an automation rule at any Lead stage that will send a Zoom invitation link to a customer. In the Lead settings mark the checkbox "Required starting with status" for the field "Zoom (Bitconf)" and choose the previous Lead stage in there. Save it. Then configure an automation rule of a "Client communication" type. Make it to take the link from the "Zoom (Bitconf)" field in the Lead and send it through email, sms/text or any other options you have in your Bitrix24 account. The field "Zoom (Bitconf)" is created in the Leads, Deals, Contacts and Companies' settings automatically when you install the Bitconf app.
What to do if you have many colleagues both in Zoom and Bitrix24, and everyone has several meetings/webinars?
In the Bitconf app settings choose an Employee sync page. Choose what users correspond in both services, and Save the settings once finished. This will make easier for you to orient through total agenda and create meetings for specific colleagues.
If your Zoom plan allows you to record meetings to the Zoom cloud, you can now automatically copy them to Yandex.Disk. It is 30 times cheaper. Later we will add Google Drive and Dropbox.
Create Zoom meetings from Bitrix24 Calendar. You can also turn on creating Zoom meetings automatically for every event you add to calendar. Zoom invitations links added to the event details
You will now have an ability to control the meeting recording when scheduling it, and access your Zoom sessions records from Bitrix24 once they are completed (recording to the cloud is available only on paid Zoom tariffs). The links to them will be automatically added to Bitrix24 CRM, making it more convenient for you to get into details, have a documented reference to what had been discussed, evaluate your colleagues' conversations with customers, enhance your inner customer workflow processes.
– Schedule a Zoom meeting or choose the existing one – and you will automatically have a meeting added to both the CRM item log and the responsible colleague's Bitrix24 calendar. You can turn this feature on in the app Settings. The meeting is marked completed automatically at the end time set in the Zoom meeting settings.
– Contact us directly from within the app. Just click the green button in the right upper corner. Drop us a line if you want to add, improve or fix anything.
– You can now use Zoom all across CRM – in Leads, Deals, Contacts and Companies. – Zoom is available both inside any of the CRM items, and in their list view.
If you have any question, idea or trouble with our app, email us to firstname.lastname@example.org. We normally reply in 1 hour during any business day, 10.00-16.00 (UTC time zone).
The connection between Zoom and Bitrix24 services is done through this application officially published in the Bitrix24 app Marketplace and approved by Zoom. To set up the connection you need:
accounts registered in both systems;
being logged in with the highest administrator (owner) level permissions in both systems. (Administrator level required only for the installation, later on you won't need it.)
Tariffs you have your current accounts on do not matter, the app works on all free and paid plans.
Log in to your Bitrix24 account with Administrator rights. Go to the app page – https://www.bitrix24.com/apps/?app=ipkozlovzoom.zoom – and click "Install" button. Another option: click "Applications" link in the left menu in your Bitrix24. You will be taken to the app Marketplace. Search for 'Bitconf'. Click "View" and then "Install".
Setting up and Usage
After installation you need to let the app to connect to your Zoom account. Click "Connect Zoom" button. You will be asked for granting permissions to the app, do it. It will take a few seconds for the app to communicate and load data from Zoom.
Once installed the app allows you to do basic things like schedule meetings or get invitation links right in the Bitrix24, without going to Zoom. Some want to automate their funnels or other business scenarios in Bitrix24, so they require to have an option to address them to specific colleagues inside Bitrix24. That is why we provide an option to associate users from both services. To do this, find Bitconf among the installed apps and click it. You will have an "Employee sync" page. Choose what users correspond in both services, and Save the settings once finished.
Bitconf works from Calendar and available across all CRM items: Leads, Deals, Contacts, Companies both inside and in their list view. If you want to schedule a Zoom meeting for the lead or send a Zoom meeting link (invite) to your customer, just click Bitconf in the menu. You will have options either to create a new meeting, or to invite to any of the existing ones. Should you have had associated users as described in the previous point, it will be easier for you to understand who you appoint your customer to. Choose the meeting required and click Sel ect button. This will generate an invitation link to that Zoom event and you will see it appeared as a comment in the timeline. Copy it fr om here and send it to a customer through the channels you have in Bitrix24 (text/sms, email, WhatsApp, Instagram, Facebook, Viber, Telegram or whatever you have it integrated with). Once the link is generated it is also saved to the special field called "Zoom (Bitconf)", so if you need to use it in business processes or automation rules, please refer to this field. The value of this field is updated automatically every time you sel ect another Zoom meeting or create a new one.
To create Zoom invitations straight fr om the Calendar, go to the Bitconf app settings (or ask your portal administrator to do it) and check the box "Automatically create Zoom meeting for every event in Bitrix24 calendar and add invitation link to it". Then go to Calendar, add an Event and save it. Wait for a couple of seconds. Edit the Event, click Description – you will find the link there.
You can also turn on an automatic back up of all your records from Zoom cloud to another cloud storage. Go to the "Records storage" and connect one or several storages we support. Please note, that Bitconf copies only those records that were created or invited to fr om Biconf. It usually takes some time to Zoom to prepare the records, so Bitconf waits untill they are ready and then copies them.