Installation

To integration Zoom with your Sell.do account, please follow the below path: 

  • Edit profile (Profile icon on top right-hand side corner)
  • Go to "Zoom Account" Tab
  • Click "Connect to Zoom" Button. This will take you to zoom.us website to authorise with your Zoom Account.
  • Sign-in using your Zoom credentials.
  • Once you are signed in, you will be redirected to your sell.do account.
  • You will receive a success message "You have connected your Zoom Account".
  • On Sell.Do, choose your Zoom user account in the dropdown to sync event / Site Visits.


Usage

  • Create Online Walkthrough for your lead.
  • Choose the date-time, agenda and other details while scheduling the Online Walkthrough.
  • If your zoom account is linked, Sell.Do will sync the event details with Zoom & get back the Link to join.
  • This link will be viewable in the lead activities tab (for the Site visit / Event) you have scheduled.

Uninstallation

  • Login to your Zoom Account and navigate to Zoom App Marketplace
  • Click Manage > Installed Apps or search for the Sell.Do App
  • Click the Sell.Do App
  • Click Uninstall

Troubleshooting

  • In case you your Site visit doesn't sync, you can use the re-sync button to re-attempt the syncing
  • In case you still get an error, please disconnect & reconnect the Zoom App as described in the Installation Guide above.
  • For further debugging, please connect with us at support@sell.do or talk to your Account Manager.

Watch the below video: