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Zoom integration with Kommo

Automate online meetings

Install for free
Widget features

  • Automatic conference creation

    Generates a Zoom meeting link directly in Kommo, ready to be sent to the client

  • Saving the meeting recording link

    After the meeting ends, it adds the recording link to the additional field of the deal card

  • Adding the meeting summary

    Records a brief summary of the conversation in the notes of Kommo

  • Meeting transcription

    Converts the audio recording into text and adds it to the deal card for further analysis

  • Bot launch

    Once the meeting recording is ready, you can launch the bot for automatic sending to the client
Minimum quantity — 5 users
The first 10 days — free trial period
Install for free for 10 days
Payment term: 6 and 12 months
3$ User per month
How to use
The widget is available for free for 10 days — start using it now!
Setting up the Kommo integration widget with Zoom
  • Widget Installation
    1. Follow the installation link.
    2. Select the account where you want to install the widget.
    3. Fill out the feedback form and complete the installation.
  • Zoom authentication.
    1. Open the "Settings" tab.
    2. Click the "Zoom Authorization" button.
    3. A Zoom authorization window will open, log in.
    4. After authorization, the widget settings will appear.
  • Widget settings
    1. Specify an additional field to add a meeting link to send to the client.
    2. Specify an additional field to add a recording link so that after the meeting the bot automatically sends the recording link to the client.
    3. To schedule meetings, specify an additional field to select the meeting date.
    4. The widget allows automatic enabling of meeting recording. (Meeting recordings only work with Zoom’s professional plan)
    5. You can enable adding the meeting recording file.
    6. Enable adding a meeting summary to the deal notes.
    7. Enable meeting transcription in the deal card. The transcription will be attached to the deal as a file.
    8. If you use a third-party service for meeting analysis, you can specify the URL to which the widget will send the transcription file when ready.
    9. Map Zoom users to Kommo users.
  • Creating a link to the conference
    1. Go to the deal card and open the widget in the right panel.
    2. Click "Create conference".
    3. Copy the meeting link and send it to the client.
  • Conference recording
    After the conference is completed, a link to the recording will be attached as a note in the deal card, and the additional field will be filled with the conference link. The meeting transcript will be attached as a file in the deal card
  • Automatic conference creation and sending of the invitation link to the messenger
    1. Add a trigger in the funnel settings by selecting the GODI: Zoom widget.
    2. Choose the event that will trigger the action.
    3. Select the user on whose behalf the meeting will be created.
    4. Create a bot to send a message for the required event with a 1-minute delay, adding the "Meeting link" deal field to the message text.