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Sangam CRM – Zoom Integration Guide

Overview

The Sangam CRM Zoom integration allows users to create and manage Zoom meetings and webinars directly from the Event Management module in Sangam CRM. This integration helps organizations schedule online events, manage participant registrations, and maintain event-related information within the CRM.

Using this integration, meetings and webinars created in Sangam CRM are automatically synchronized with Zoom.

Authentication (OAuth 2.0)

The Sangam CRM Zoom integration uses Zoom OAuth 2.0 authentication to securely connect a user’s Zoom account with Sangam CRM.

When the app is installed, users are redirected to Zoom to authorize the requested permissions. After authorization, Zoom provides an access token that allows Sangam CRM to communicate with Zoom APIs to create, update, and manage meetings, webinars, and registrants.

If the integration is removed from the Zoom App Marketplace, the authorization is revoked and the app will no longer have access to the user’s Zoom account.

Authorization Process

  1. When a user installs the app, they are redirected to the Zoom authorization page.
  2. The user reviews the permissions requested by the Sangam CRM application.
  3. The user approves the permissions to allow the app to access their Zoom account.
  4. Zoom sends an authorization code to the Sangam CRM redirect URL.
  5. Sangam CRM exchanges the authorization code for an access token and refresh token using Zoom OAuth APIs.

The access token is securely stored and used to communicate with Zoom APIs.

Prerequisites

Before installing the integration, ensure the following requirements are met:

  • A valid Zoom account
  • Access to Sangam CRM
  • Permission to install applications from the Zoom App Marketplace

Installing the App

  1. Sign in to your Zoom account.
  2. Review the requested permissions.
  3. Click Authorize to connect your Zoom account.

After authorization, the integration will be connected with Sangam CRM.

Using the Integration

Create a Zoom Meeting or Webinar

  1. Log in to Sangam CRM.
  2. Navigate to the Event Management module.
  3. Click Create Event.
  4. Select the Event Type as Online (Virtual).
  5. Select the Meeting Platform as Zoom.
  6. Enter the event details such as:
    • Event name
    • Event date and time
    • Event agenda details
  7. If the user has permission to create meetings or webinars, select the Session Type:
    • Zoom Meeting
    • Zoom Webinar
  8. Save the event.

Once the event is saved, the meeting or webinar will automatically be created in Zoom and linked to the corresponding event record in Sangam CRM.

Manage Participants

  1. Open the Event Register Link.
  2. Enter participant information filled on the register form.
  3. Click to Register.

The participant will automatically be registered in Zoom.

Update or Cancel an Event

To Update an Event

  1. Open the event record in Sangam CRM.
  2. Edit the required details, such as the event date, time, or rescheduled information.
  3. Save the changes.

The updated details will automatically synchronize with the corresponding meeting or webinar in Zoom.

To Cancel an Event

  1. Open the event record in Sangam CRM.
  2. Update the event status and mark it as Cancelled.
  3. Save the changes.

Once the event status is marked as Cancelled, the corresponding Zoom meeting or webinar will be deleted automatically, and the event record will remain in Sangam CRM with the cancelled status.

Uninstalling the App

To remove the integration:

  1. Sign in to the Zoom App Marketplace.
  2. Navigate to Manage → Installed Apps.
  3. Locate Sangam CRM.
  4. Click Uninstall.

The integration will be disconnected from your Zoom account.