Video Meetings and Integrated Client Scheduling with Zoom
Video meetings are central to modern sales and client management, but scheduling and tracking them manually wastes time.
Xirgosoft integrates Zoom with vTiger CRM so your team can schedule meetings, share links and track attendance straight from customer records.
Using Zoom's official API, we connect meetings to the deals and contacts they relate to, so nobody needs to copy meeting links or update activity history by hand.
What We Deliver
Schedule from CRM
Create Zoom meetings directly from leads, contacts and deals.
Automatic Invites
Send meeting links to customers with one click.
Calendar Sync
Meetings appear in CRM calendars and activity history.
Attendance Tracking
Record who joined and for how long.
Recording Links
Attach meeting recordings to the related CRM record.
Meeting Reports
Analyze meeting volume and outcomes by team.
How It Works
Authorize Zoom
Users connect their Zoom accounts securely through OAuth.
Schedule from CRM
Creating a meeting in vTiger generates a Zoom link automatically.
Notify Participants
Invitations with links are emailed to customers.
Track Outcomes
Attendance and recordings are linked back to CRM records.
Real-World Use Cases
Product Demos
A sales rep schedules a demo from the deal record; the customer receives the Zoom link and the meeting appears in the deal history.
Client Onboarding
Onboarding sessions are scheduled and recorded, with recordings attached to the account for future reference.
Sales Activity Reports
Managers see how many demos each rep conducted and the resulting conversions.
Why Choose Xirgosoft
- Faster meeting scheduling with fewer steps
- Complete meeting history on every account
- Professional, consistent client experience
- Better insight into sales activity
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
Frequently Asked Questions
Does every user need a Zoom licence?
Users who host meetings need a Zoom account. Customers can join without one.
Can recordings be saved in the CRM?
Cloud recording links can be attached to the related record automatically.
Does it work with existing vTiger calendars?
Yes. Meetings appear as events in the vTiger calendar.
Can meetings be rescheduled from the CRM?
Yes. Changes made in the CRM update the Zoom meeting.
Bring Zoom meetings into your CRM workflow.
Talk to our experts today for a free consultation and quote.