Qualifico supports video and voice calls with online prospects using Zoom or Microsoft Teams. This article will includes step by step instructions of how to integrate Zoom with Qualifico.
Requirements:
- You must have a Qualifico user
- You must have a Zoom user account
Integrate:
- Login to your Qualifico account and navigate to Settings -> Integrations
- Under integrations, you will see the available options for your user account integrations. Click on the Zoom logo under the "Meeting Apps" category to start the Zoom integration
- You will be re directed to your Zoom account. Click to Authorize the Qualifico App on the Zoom account page. The page will take you back to Qualifico integrations page
- A green check mark will appear on the Zoom logo to indicate that integration was successful.
- At any point you can remove the integration by clicking on the Zoom logo and approve the removal of the integration
- Refresh the Qualifico App
Meet Online:
- Click on an online visitor record in the Live Channels page
- Notice the disabled "Meeting" button at he top right corner of the chat box
- Click on "Engage" to start a conversation with the visitor. The Meeting button will turn blue.
- Now you can click on the Meeting button to start an online video and voice meeting.
- At the end of the call, please remember to close the meeting using the red button inside the video frame.
Important:
- For every meeting, Qualifico creates a new Zoom meeting which you can view and manage under your Zoom account.
- Initiating a Zoom meeting is only available for desktop qualifico users. The "Meeting" button will not appear on a mobile device.
- Online visitors using desktop client will be able to accept the call inside the Qualifico web widget.
- Online visitors using mobile client will be able to accept the call inside the Zoom mobile app.