Bring Zoom meetings into your sales workflow. Create meeting links, share invitations, and access cloud recordings from the relevant lead card in Kommo.
What you’ll need
An active Kommo account and a Zoom account.
A paid Zoom license with cloud recording enabled to access meeting recordings through the integration.
Access to pipeline automation and Salesbot to generate and send meeting links automatically.
Keep in mind
You can connect one Zoom account to Kommo and match its users to your Kommo users.
Meetings take place in Zoom. Kommo lets you create meeting links and access meeting information from the lead card.
Recordings are stored in Zoom’s cloud. Connecting the integration does not automatically import every meeting from your Zoom account.
Zoom in Kommo helps you move from a customer conversation to a video meeting while keeping the meeting connected to the right lead. Create a link from the lead card, send it through chat or email, and return to the card afterward to review the meeting recording.
Use cases
Run a product demo: Create a meeting from the lead card and share the invitation in your existing conversation.
Discuss a proposal: Walk the customer through your offer during a video call.
Prepare a follow-up: Review a recorded meeting to check what the customer asked for and what you agreed to do next.
Automate invitations: Generate a meeting link when a lead reaches a selected pipeline stage and send it with Salesbot.
Zoom features in Kommo
Create meeting links from lead cards
The Zoom widget adds a New meeting button to the lead card. Use it to generate a meeting link for that lead, then share the link through a connected messaging channel or email.
Match Kommo users to Zoom hosts
Match your team’s Zoom sign-in emails to their Kommo profiles so meetings are created under the appropriate Zoom user. You can also select a default host for cases where no matching Zoom user is found.
See How to connect Zoom to Kommo.
Generate and send invitations automatically
A Zoom trigger in the digital pipeline creates a meeting and saves its link in a lead field. Salesbot can then include that field’s value in a message to the customer.
See Automate Zoom invitations.
Access meeting recordings
When an integration-created meeting is recorded to Zoom’s cloud, its recording becomes available through the lead card. You can use it to revisit the discussion or download the recording.