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Zoom Scheduler -> Salesforce Lead

Greetings!I need some help. I know there's a zoom / salesforce integration, but I haven't been able to determine if it can do what I need. Hoping someone can help point me in the right direction. I want to give customers my zoom scheduler booking pag... Show more

Greetings!
I need some help. I know there's a zoom / salesforce integration, but I haven't been able to determine if it can do what I need. Hoping someone can help point me in the right direction. 

I want to give customers my zoom scheduler booking page to have them schedule meetings. What I would like however, is to have that customer's contact info flow to salesforce as a lead. Is that possible?


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Ошибка сервера при предоставлении доступа к доске zoom

At the last stage of providing access to the board, it gives a server error, and within an hour the error repeats.

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Qualify your Attendees with Routing Forms in Zoom Scheduler

At the start of last month, I had a customer call where they raised a few concerns and wondered if Zoom had any means to resolve them. They felt the back-and-forth of scheduling meetings quite dragging. Their team struggled to keep track of and prior... Show more

At the start of last month, I had a customer call where they raised  a few concerns and wondered if Zoom had any means to resolve them. They felt the back-and-forth of scheduling meetings quite dragging. Their team struggled to keep track of and prioritize meeting requests. They basically wanted to streamline their scheduling process and improve efficiency.

 

So I recommended they take advantage of the Zoom Scheduler Routing Forms, it allows you to create customizable forms that automatically route meeting requests to the appropriate person or team based on the information provided by the scheduler.

 

How it Works:

  1. Create a Routing Form: Design a form with specific questions relevant to your scheduling needs (e.g., meeting topic, location, or urgency).   
  2. Set Up Routing Rules: Define the rules for routing based on the form responses. For example, you could route requests to different teams or individuals based on the meeting topic.
  3. Share the Scheduling Link: Once the routing form is set up, share the unique scheduling link with others.
  4. Automatic Routing: When someone schedules a meeting using the link, they'll be prompted to fill out the form. Their responses will then be used to automatically route the meeting request to the appropriate person or team.  
     

Luckily, they were open to the idea and tried to implement it on their IT, HR, sales, and customer support departments. They soon realized that this tool helped customers save time and improve their team's response times. They gladly shared what they did with the feature in a sync with me last week.

 

They had their IT support teams route requests based on issue severity. Their HR directed interview requests to the appropriate hiring managers. And their Sales teams qualified leads and scheduled product demos more efficiently. It was a fun and engaging meeting, good enough to share this here to let Zoom users know that it's available and it works.

 

By automating the routing process, Zoom users can ensure that meeting requests are handled promptly and effectively. I'm sharing this in hopes that Zoom Users can get the most out of the Zoom Scheduler and have the right attendees book the right meetings. 

 

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Entering customized start and end times in the scheduler is, once again, BUSTED

I'm not sure why ZOOM keeps screwing with the scheduler, but when they push an update I bite my nails because they have been screwing up the scheduling feature over and over for the past two years.As of today's pushed update they, once again, made it... Show more

I'm not sure why ZOOM keeps screwing with the scheduler, but when they push an update I bite my nails because they have been screwing up the scheduling feature over and over for the past two years.

As of today's pushed update they, once again, made it impossible to enter a custom START and END time. (IE: START at 6:05 PM and end at 7:20 PM) You can TYPE in the custom time but ENTER does nothing.

For me and, I'm sure, many others, this renders the scheduler useless.

I can't properly schedule my many meetings. The dropdown options, in quarter hours, are not acceptable for my meeting schedules. I need to customize the start and end time.

 

How is anyone else getting around this?

 

PLEA TO ZOOM DEV's: (It's bad enough that you make it impossible to reach you making us rely on each other for product support.... now we have to hope you actually look at these posts.)
PLEASE recognize that your product is about MEETINGS  that need to be SCHEDULED. Not on YOUR time choices, but our time choices! (You even limit the topics were allowed to enter here and this one isn't even listed.)

 


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How to have multiple users with different calendars

I want to use scheduler for my business, where multiple employees could have their calendars available for clients to schedule with them. I paid for an additional user, but I can't find any instructions on how to add another calendar. Anybody know ho... Show more

I want to use scheduler for my business, where multiple employees could have their calendars available for clients to schedule with them. I paid for an additional user, but I can't find any instructions on how to add another calendar. Anybody know how to do this?


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CC'ing people on a Zoom Scheduler Booking Page

Per Zoom's release notes from 8/15/24, I should be able toautomatically include additional recipients on meeting invites via a CC function, but this doesn't appear for me & I can't find a how-to on it anywhere. Can someone help?Per Zoom: When creatin... Show more

Per Zoom's release notes from 8/15/24, I should be able toautomatically include additional recipients on meeting invites via a CC function, but this doesn't appear for me & I can't find a how-to on it anywhere. Can someone help?

Per Zoom: When creating a bookable schedule, hosts can specify up to a maximum of 10 email addresses to be automatically included as CC recipients on meeting invites generated through that schedule's booking link. The designated CC email addresses will receive the meeting invite along with the host and attendees. This feature applies to all event types that allow attendees to add guests. Any changes to the CC email list will only affect newly created appointments, not previously booked events. 

EDIT: 
The title of the article says Zoom Release Notes for 8/15, but it was published 8/12 & I just realized today is 8/14. Is this feature going to be available tomorrow instead? And they just published it early? 


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Better control over time and date formats

Hello, One of the benefits of using the Zoom Scheduler is that it can control different timezones and make it easier for users. I wish that the date/time formats also mirrored the location/timezone of the user as well. Do they? For example, I have ma... Show more

Hello,

 

One of the benefits of using the Zoom Scheduler is that it can control different timezones and make it easier for users. I wish that the date/time formats also mirrored the location/timezone of the user as well. Do they? For example, I have many meetings in Europe where we use 24-hour timing and DD.MM.YYYY. However, I also have many meetings in US which uses 12-hour timing and MM.DD.YYYY. If the user was from a US timezone, it would be good to display the more common options to them and the same for the European users.

 

Am I missing something? Any ideas or options? Thanks.

Stephen


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Scheduler feature request: Booker chooses/specifies location

Our desktop support team would like to use to Zoom Scheduler, but they need a way for the appointment booker to specify the location where the meeting should take place. They tried this workaround: put TBD in the location field, disable online meetin... Show more

Our desktop support team would like to use to Zoom Scheduler, but they need a way for the appointment booker to specify the location where the meeting should take place.

 

They tried this workaround: put TBD in the location field, disable online meeting option, add required question for user to specify a location, but unfortunately the question response is buried in the body of a calendar invite. Since they are viewing meetings on their phones in the field, they really need the alternate location to show up as a location in the calendar invite location field. 


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Adding a room scheduler to an existing Zoom Rm

Looking to find out how to configure two devices that will be using the same Outlook email address with in the portal. The actual Zoom room is configured to pull from outlook for upcoming meetings. I am tiring to install a Crestron room scheduler out... Show more

Looking to find out how to configure two devices that will be using the same Outlook email address with in the portal. The actual Zoom room is configured to pull from outlook for upcoming meetings. I am tiring to install a Crestron room scheduler outside the room that will be using the same email as the Zoom room.  Any guidance would be much apricated.  


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Time limited zoom link - 1 week?

Hi everyone, I am just about to launch an online course with zoom support. People can have a free trial or sign up.I am wondering about having different zoom links for them?For example, after a week free trial, and they don't sign up to the course, t... Show more

Hi everyone, 

I am just about to launch an online course with zoom support. People can have a free trial or sign up.
I am wondering about having different zoom links for them?

For example, after a week free trial, and they don't sign up to the course, they will still have the zoom link that the paying members use. 

Wondering if there's any workaround here?

Thanks so much in advance!

Rachel


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