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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