In this doc, we'll cover:
- Setting up
- Using the Integration.
- Uninstalling the Integration.
- Support Links and Troubleshooting
Setting up the Integration:
To find the integration between Drift Meetings and Zoom, first log in to your account and go to Settings > App Settings > Integrations > Zoom (Or, you can just click here.)
The integration will be available for all users once the integration is set up by an admin.
Using the Integration:
Once connected, you'll be able to add your Zoom Profile via the Conference Link drop down to any of your meeting types in Drift, automatically including conferencing links, dial in numbers, and any other details when meetings of that type are booked.
To access these features on your profile so your users can start booking meetings. Go to Settings > Meetings > Meeting Types and then select Actions > Edit on the meeting that you'd like to include the Zoom info on. From here, you can include the Zoom info via the Conference Link drop down.
For further info on Meetings, check out our help doc on how to set up meetings here
Users will now be able to book a meeting with you via your meeting link or playbook, and they will now receive an email with the Zoom contact info included.
Uninstalling the Integration:
If you'd like to remove the Zoom integration with Drift, you can do so by logging into your Zoom account at https://marketplace.zoom.us. Once logged in, select Manage on the top right hand side.
From there, you'll want to go to Installed Apps > Drift Video and click the Uninstall button.
Support Links and Troubleshooting:
Having trouble with Zoom? Check out the Zoom support site here.
Need to open up a Support case? You can do so by sending us a direct message via Email or by chatting in with us. Our support staff is available between 6:00am EST and 8:00pm EST Mon -Fri and is just an Email away! Email us at firstname.lastname@example.org. We'll get back to you within 1 business day. Need to chat with us right away? We also have 24/7 chat support, check out our support bot here to chat live with one of our support staff members.
You can find more info about our Service Level Agreement here.