Summary:

Alore CRM is a sales productivity platform for small to mid size business.
Zoom is an online meetings and communication solution. Together they enhance sales productivity and help sales teams make faster and better reachouts. 

Alore CRM now equips users to create and include Zoom meeting and webinar invites from within the sales platform.

Requirements:

Alore CRM - Active account
Zoom webinar plan
Zoom admin access (if you are scheduling meetings for someone else)

Integration simplicity:
This integration does not require manually entering the API key. Just log into both the tools - Zoom and Alore CRM and authorise app access. (open-authorisation based like Facebook based to protect user's passwords. Process explained ahead)

Key point to note: You need to be simultaneously logged into both accounts - Zoom and Alore CRM during integration or link creation in campaigns.

This article contains:

  1. Alore CRM and Zoom integration steps.
  2. Use Case I : How to insert meeting or webinar that has already been created in Zoom 
  3. Use case II: How to create a new webinar and meeting from within Alore CRM at the time of writing mail.
  4. Use Case III: How to set up Triggers between Alore CRM and Zoom

Alore CRM and Zoom Integration Steps:

1.Login to zoom market place and search for Alore CRM

2. Click on Install button

3. If you are already logged in your Alore CRM account it will directly install the Zoom app against your Alore CRM account. 

If you aren't logged in, then at the time of installation you have to login.

Integrating with Zoom from Alore CRM:

1. Sign into your Alore account and click on Zoom from the integration options:

2. Since this handshake between tools is based on open authorisation ( o-auth) you need to be simultaneously signed into both tools and click on Authorise. 

3. Confirm authorisation.

Quick summary of how it works:

If you do not have an account in Alore CRM then signup and verify your account first and then install again.

Use case I : How to insert meeting or webinar that has already been created in Zoom

1.On the Alore home-screen, click on "Send new campaign" 

2. Click on the Video Cam Icon like this:

3. Select the type of link you want to send - meeting/webinar etc.

4. Choose the type of Webinar or Meeting link you want to share

5. The Live link will appear as follows:

Quick summary of how it works:

Use case II: How to create a new webinar and meeting from within Alore CRM at the time of writing mail.

1. Click on the Zoom icon in your Alore CRM campaign draft.

2. Select the option to create new meetings/webinar

3. Fill in the details 

4. The webinar/meeting link will copy itself to your email draft.

Now you are ready to send the webinar or meeting link in the email.

Quick summary of how it works:

Use Case III: How to set up rule based automation and Triggers between Alore CRM and Zoom

 1.Go to Alore autopilot and click on "Create New Rule"

2. Select Zoom as the trigger app from the dropdown list

3. Select the trigger from your list

4. Select the action sequence to happen when the trigger is met. eg. The below example shows when someone signs up for the webinar, they get automatically added to a particular campaign within Alore CRM.

Quick summary of how it works:

We'd be happy to answer any specific queries you may have on this at support@alore.io

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