Advanced Zoom integration – BitConf

Bitrix24 Market
Bitrix24 Market
Advanced Zoom integration – BitConf
Sergey Kozlov
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The Bitrix24 app that can create Zoom meetings and send invitations automatically.

Integrate your Zoom with Bitrix24. Schedule meetings, send invitations, automate leads processing. Build a sales machine. Save on Zoom cloud storage and licenses.

– Create or schedule Zoom meetings from Bitrix24 Calendar or CRM.
– Convert customers by sending them invitation links directly from Calendar Events, Leads, Deals, Contacts and Companies.
– Create common or individual invitation links to join your Zoom session.
– Choose what Zoom session a customer is invited to, or which of your colleagues will respond to a customer over Zoom.
– Know when customer joins the session and leaves it. Track the attendance.
– Invite customers to Zoom automatically with CRM automation.
– Build automatic sale and marketing funnels.
– Get the meeting records links from the Zoom cloud.
– Automatically back up your records from Zoom cloud to Google Drive or Yandex.Disk.


Want to see a comparison of this app with any other Bitrix24 and Zoom integration?
Visit https://bitconf.online/en/


How to schedule a Zoom meeting with a customer?

Scenario 1 – automatically from CRM
– Create an automation rule that schedules a Zoom meeting in the Leads or Deals.
– Create an automation rule that sends the scheduled Zoom invitation link to your customer.


Scenario 2 – manually 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 3 – manually 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?

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.
You will need just two automation rules (also known as CRM robots):
– First automation rule will create a Zoom meeting from scratch in the Leads or Deals, and generate an invitation link. The link is automatically saved to the field "Zoom (Bitconf)".
– Second automation rule will send the invitation link for this meeting to your customer through email, sms/text or any other options you have in your Bitrix24 account.



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.

https://bitconf.online

Version 10

  1. The app supports automation rules in CRM now: Schedule Zoom meetings and send invitations to your customers automatically.
  2. Link to download your meeting recording from the Zoom cloud is now saved not only to the CRM timeline, but also to the special field (UF_CRM_BITCONF_ZOOM_RECORDINGS). You can reach and use it with your automation rules.
  3. The app now works even if you have CRM turned off in your Bitrix24 settings.

Version 9
If your Zoom plan allows you to record meetings to the Zoom cloud, you can now automatically copy them to Google Drive. It saves you money.

Version 8
You can now send individual invites to your customers. This feature was developed specially for those, to whom it is important to clearly identify the person joining the Zoom meeting. This is crucial for paid webinars, master classes, lectures, consultations, councils or other Zoom sessions. So once your customer paid, send her/him an unique invite. Bitrix24 will automatically log her/his joining and exiting the session. And this will be very easy for you to control and confirm sales or delivery reports. Nobody will be able to deny the attendance or being served. And if someone tries to cheat and share individual invite across many people, you will know who's attempting to cheat.

Version 7
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.

Version 6
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

Version 5
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.

Version 4
–  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.

Version 3
– 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.

Version 2
– Zoom synchronization improved
– Employee sync listing improved

Support

If you have any question, idea or trouble with our app, email us to support@bitconf.online. We normally reply in 1 hour during any business day, 10.00-16.00 (UTC time zone).
Requirements

The connection between Zoom and Bitrix24 services is done through this application officially published in the Bitrix24.Market 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.



Installation

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 Bitrix24.Market. 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 (like Google Drive). 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 until they are ready and then copies them.