Zoom Meeting Integration

Telagus CRM lets you connect your Zoom account and automatically create a Zoom meeting whenever you schedule a CRM event. This guide covers how to add, use, and remove the integration.

Adding the Zoom integration

1. Log into Telagus CRM as an Admin.
2. Go to "Integrations" in the left sidebar.
3. Find Zoom and click "Connect."
4. You'll be redirected to Zoom to log in and authorize Telagus CRM, which requests permission to create/update meetings and read your basic profile.
5. After authorizing, you're redirected back to Telagus CRM, where Zoom now shows as connected.

Using the Zoom integration

• When creating or editing an event under "Meeting Scheduler" → "Appointments," enable the "Zoom Meeting" toggle to automatically generate a Zoom meeting for that event.
• Add recipient emails to invite them; they'll receive an email with the Zoom join link.
• Prerequisite: Zoom must be connected first (see "Adding the Zoom integration" above) — the toggle is disabled otherwise.
• Troubleshooting: if meeting creation fails, your Zoom authorization may have expired — go to "Integrations" and reconnect.

Removing the Zoom integration

1. Go to "Integrations" in the left sidebar.
2. Find Zoom and click "Disconnect."
3. This revokes Telagus CRM's access to your Zoom account. Existing Zoom meetings already created are unaffected, but new events will no longer auto-create Zoom meetings until you reconnect.

Need help? Contact us at info@telagus.com.