Users need to first create a meeting from SugarCRM meeting module, then select Zoom as the meeting type from Edit View. All emails invited to the meeting will receive an email with a Zoom join URL. The URL will contain the meeting password in it.
As shown in the configuration example below, SugarCRM users must select the meeting type as ‘Zoom’ in order to create a Zoom meeting.
Once the meeting is created, users will see a clickable Zoom icon to start the meeting. Once the icon is clicked, the meeting will begin. Zoom join URL will be sent to all the invitees.
Below is the screenshot of the email that will be sent to all Zoom meeting invitees.
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Easy to install and configure this add-on. An account guy like me can also configure this document. I made one mistake in rule configuring. The support team has recognized and solved it immediately. I would highly recommend this plugin. Pricing is also low as compared to other plugin available to store and also one time pricing.
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Very promising support by the team. I recommend this addon for syncing meeting with calendly. From A.P.S.A
The module works as advertised and makes setting up meetings easy. I messed up on the initial configuration and couldn't get it to work but It was my mistake for not reading through the documentation completely. Thankfully their support was quick to reply and help fix my mistake and got this working great.
Super addon!!! It works very great with Sugar and finally we can offer a all-in-one solution (CRM + WA)
Very responsive when we needed assistance via Skype! We are now using our new Calendly -SUITE plug-in now successfully! Thank you for all your help on this.
