Link your Zoom account once, then schedule Zoom meetings straight from a lead or deal. The meeting is logged on the lead with its join link, a reminder task is created, and the invite goes out from your own mailbox.
Pitch2Sale asks Zoom to create the meeting, then logs it on the lead and emails the invite for you. Your Zoom connection refreshes itself in the background.
Schedule a Zoom meeting from the lead page or the opportunity drawer.
Each meeting is logged on the lead with its join link and passcode, plus a reminder task.
The invite email goes out through your connected mailbox, so it comes from you.
The Zoom connection is refreshed in the background before it expires. Reschedule and cancel go to Zoom too.
Find the Zoom card under Featured. You need permission to add integrations (admins by default).
Allow pop-ups and sign in to Zoom.
The card shows Connected.
Invites are sent from the mailbox under Settings → Email.
Open a lead, click Schedule Zoom Meeting, and pick the time. You will see "Zoom meeting scheduled and invite sent".
| Direction | What | When |
|---|---|---|
| Pitch2Sale → Zoom | A new meeting with its time and length | You click Schedule Zoom Meeting |
| Pitch2Sale → Zoom | Reschedules and cancellations | You change the meeting in Pitch2Sale |
| Zoom → Pitch2Sale | The join link and passcode, logged on the lead | When the meeting is created |
| Not synced | Meetings created in Zoom itself, recordings, transcripts and attendance | — |
It only shows for people who have linked their own Zoom account.
Zoom refused the refresh. Click Connect Zoom again.
Invites go from your connected mailbox. Connect one under Settings → Email.
Not yet. The meeting stays on the lead with its join link.
Connect Zoom once and send your next invite from the lead page.