The Sangam CRM Zoom integration allows users to create and manage Zoom meetings and webinars directly from the Event Management module in Sangam CRM. This integration helps organizations schedule online events, manage participant registrations, and maintain event-related information within the CRM.
Using this integration, meetings and webinars created in Sangam CRM are automatically synchronized with Zoom.
The Sangam CRM Zoom integration uses Zoom OAuth 2.0 authentication to securely connect a user’s Zoom account with Sangam CRM.
When the app is installed, users are redirected to Zoom to authorize the requested permissions. After authorization, Zoom provides an access token that allows Sangam CRM to communicate with Zoom APIs to create, update, and manage meetings, webinars, and registrants.
If the integration is removed from the Zoom App Marketplace, the authorization is revoked and the app will no longer have access to the user’s Zoom account.
The access token is securely stored and used to communicate with Zoom APIs.
Before installing the integration, ensure the following requirements are met:
After authorization, the integration will be connected with Sangam CRM.
Once the event is saved, the meeting or webinar will automatically be created in Zoom and linked to the corresponding event record in Sangam CRM.
The participant will automatically be registered in Zoom.
The updated details will automatically synchronize with the corresponding meeting or webinar in Zoom.
Once the event status is marked as Cancelled , the corresponding Zoom meeting or webinar will be deleted automatically , and the event record will remain in Sangam CRM with the cancelled status.
The integration will be disconnected from your Zoom account.