SuiteCRM and Zoom Integration


SuiteCRM is an open-source and free to access software that enables business owners to manage and share their data. SuiteCRM is renowned for its accessibility and user-friendliness.  The integration of SuiteCRM with various platforms is also made easy due to this open-source nature. The effectiveness of the platform can further be increased by its integration with Zoom.

The on-going pandemic has made clear the need for effective and efficient online communication. In fact, it has intensified a shift towards online forms of business communication that were previously fostered only by globalization and changing trends within global markets. Thus, the incorporation of Zoom into the set of tools offered by SuiteCRM will improve the nature of businesses in the world affected by the pandemic.

Zoom makes the process of organizing online video conferences easy while SuiteCRM will ensure that the communication across other platforms with clients is run smoothly. By integrating the two systems, businesses can cater to all of the needs of their clients. Thus, the coming together of these two platforms will be a win-win situation for your business.

The benefits you can yield from this integration are many. Let’s dive in to find out more!

Organize Calls Directly From SuiteCRM  

It is exceptionally tedious to switch between various applications and software to organize the affairs of your business. It can eat away at the already short time that businesses have to manage the needs of their clients. At the same time, the process can sometimes lead to errors in organizing calls and may mess up schedules. The SuiteCRM and Zoom integration changes this chaotic dynamic. It will enable you to directly schedule meetings with your clients by utilizing the existing contact database in your SuiteCRM.

Structure The Flow Of The Work

Another exciting feature of the integration is the way it seamlessly merges the information across different platforms. It is easy to organize workflows on SuiteCRM and they are easily synchronized with the communication schedule on Zoom.  This allows for smooth and glitch-free communication and management at your workplace.

Ease In Sharing Meeting Links

The organized calendar in your SuiteCRM can be used to initiate and organize calls at Zoom. At the same time, it takes away the added responsibility of sending links manually to the clients. You can simply create meeting links and they would be automatically shared with your clients.

Webinars Are Made Easy

If a Webinar is being organized using SuiteCRM, you can easily reach out to the intended audience through the contacts listed in your SuiteCRM. It is also convenient and easy to personalize emails to the individuals that are contacted. This ensures that such online events can be organized without much hassle.

Ease In Rescheduling And Deleting Meetings

Meetings can easily be updated, rescheduled, or deleted using SuiteCRM. This ensures that things are run smoothly and all these changes are only a click away from you. The integration between SuiteCRM and Zoom also ensures that other participants of the meetings are informed in a timely manner.

Vigorous CRM Reporting

Perhaps the most important feature of this integration is the comprehensive reporting of the meeting offered by SuiteCRM. Through the Suite’s dashboard, you can easily access meeting notes and a summary of the key takeaways of the meeting. In fact, it provides a robust framework through which you can share received messages and keep tabs on the information that is shared.

Having discussed the benefits of the integration, let us take a look at the ways in which Zoom can increase the quality of your video conferences and meetings.

Screen Sharing

Screen sharing ensures that important notes, slides, graphs, reports, and data sets can be shared with the attendees easily. The integration of the software will enable you to maximize the benefits you can gain from this opportunity offered by Zoom. In fact, these shared resources can then be easily shared with the participants by utilizing the easy communication channels offered by SuiteCRM.

Links Of Recorded Videos

All the videos in Zoom can be recorded. The integration ensures that the recorded links can be dispatched after the meeting to relevant contacts from your SuiteCRM. This will reduce the time needed to share the links manually.

Integrate Zoom With SuiteCRM Today!

SuiteCRM and Zoom integration is the ultimate solution you are looking forward to. The integration will streamline your work schedules and guarantee a smooth and unhindered communication across platforms. Through this, your business will always be ahead of the schedule and no last-minute meeting reminders shall put your office in a state of frenzy. RT Dynamic can help its users integrate SuiteCRM platform seamlessly with Zoom, so as to cater to the rising use of video conferencing, without the hassle of managing the two platforms separately.

RT Dynamic, being an Official SuiteCRM Experts firm, is proficient in the provision of services including SuiteCRM Customization, Migration, Integration, and Support.  Get in touch by filling out the Contact form. We will be glad to assist you!


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