Hello,

 

I want to enable a "Completed & Follow" status en activities, in the process to treat this activity status I want to enable the possibility to create a Zoom meeting in case of, but on the Activity table i didn't found the "Create Zoom Meeting" field, how can I did it?

 

I found a "Zoom Meeting" but have no idea how to complete it, and didn't found how to relate with Activity table.

 

Thanks in advance

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Hello Julio,

We recommend you to log out and log back in the application after you add the 'ZoomIntegration' package to the dependencies.

The 'Create Zoom Meeting' field should become available for the 'Activity' table in the 'Add data' process element after you do this. 

 

Hope this helps.

Hi Julio, 

 

Are you trying to configure your business process in the "Custom" package or any other? 

Hello S.Kobizka,

 

In another Package, I add the ZoomIntegration package to the dependencies, see at http://prntscr.com/t0snjq

Hello Julio,

We recommend you to log out and log back in the application after you add the 'ZoomIntegration' package to the dependencies.

The 'Create Zoom Meeting' field should become available for the 'Activity' table in the 'Add data' process element after you do this. 

 

Hope this helps.

S.Kobizka,

Thanks, now works, I'm sure I will logout & login and also clear the cache, but today I did it again and have the field, thank you very much!

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Could you please give me instruction to use  Automatic creating Zoom meeting via Zapier in  Creatio CRM. I have  CRM cloud login version is 7.15.3.  Can I create Zoom meeting from this. 

 

 

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Dear Anusha,

 

Please go to the https://marketplace.creatio.com/template/automatic-create-zoom-meeting-zapier and select Installation and setup tab where you can find the instructions. Note the marketplace extension is compatible with Marketing products only.

 

Best regards,

Dean

 

Dear Dean

Thanks for the answer. Could you please help me how to use  Automatic creating Zoom meeting via Zapier in Marketing Creatio ( version 7.15.3). Example given in the  https://marketplace.creatio.com/template/automatic-create-zoom-meeting-zapier is not clear enough to understand how to use it.

Thanks 

Anusha

Anusha,

 

Please specify which part of the instruction was not clear enough? After that, we will be able to guide you further.

 

Thank you!

 

Best regards,

Oscar

Anusha,

Hi @Anusha, you also could try the free connector to Zoom I use it and works fine, very simple to implement 

https://marketplace.creatio.com/app/zoom-meeting-connector-creatio

Hi Oscar Dylan

Can you please help me how to get below configuration screen while configuring the Marketing Events as in https://marketplace.creatio.com/template/automatic-create-zoom-meeting-zapier

 

 

Hi Julio.Falcon_Nodos,

 

Thanks for the suggestion, I tried Zoom connector and came up with an issue. Could you please let me know which is the version it works successfully for you. As well as, how  revert to that version from 7.15.3. Previously I added question related to same thing in  https://community.creatio.com/questions/zoom-meeting-creation-error-crm.

 

Appreciate both of your help on this

 

Thanks

Anusha

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I'm using  CRM Version 7.15.3.1649(latest) cloud login and installed 'Zoom Meeting Connector for Creatio' plugin before meeting schedule as well. (Sales --> Activities -->New Task)

I created the task with 'Create Zoom Meeting'  and once it saved this error is popped up 'Unexpected character encountered while parsing value: <. Path '', line 0, position 0.'  as in below screenshot. Could you please help me to fix the issue.

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Hi Anusha,

 

the error has appeared in the 7.15.3 version. Zoom users weren't automatically imported to Creatio and a Zoom meeting can't be exported correctly. Please use the Creatio product of the 7.15.2 version. The responsible team needs time to fix the issue on the 7.15.3 version.

Thanks for the quick response. Could you please instruct me how to revert 7.15.2 version. I'm using could login of the CRM enterprise trial version.

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Hello,

I'm getting problems with the meeting data, because the process to get Activity participants in the Zoom Meeting associates the participants with a wrong contact, as you can see in the image on http://prntscr.com/rij3k8.

 

Please your help,

 

Thanks in advance

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Hello Julio,

 

please confirm that there are no emails in Zoom for the participants with the wrong contact.

Irina Lazorenko,

Irina, the problem is the activity participants have no email and what the process did is to found the first contact with no email and attach this contact to the participant.

 

I think the process must see if no mail on particpant, it must no associate no one contact to avoid confusions.

 

Thanks

Julio.Falcon_Nodos,

 

thank you for the issue clarification. I have submitted it to the responsible team and come back to you with the response.

Julio.Falcon_Nodos,

 

the responsible team requested to add the ZoomUserId column to the detail list on the screenshot. Please, send the screen with the ZoomUserId column on the Zoom Meeting Participant detail.

Irina Lazorenko,

Hello Irina,

 

I have no this column, see at http://prntscr.com/rmqmbw, also have those info regarding ID http://prntscr.com/rmqo3j, note in this activity I correct mannualy the participants

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