Zoom
Link your Zoom account once, then schedule Zoom meetings straight from a lead or deal. The meeting is logged on the lead with its join link, a reminder task is created, and the invite goes out from your own mailbox.
From the lead page to a Zoom invite
Pitch2Sale asks Zoom to create the meeting, then logs it on the lead and emails the invite for you. Your Zoom connection refreshes itself in the background.
Aperture Labs check-in
Aperture Labs check-in
- 01Tom clicks Schedule Zoom Meeting on the Aperture Labs lead.
- 02Pitch2Sale creates the meeting in his Zoom account.
- 03Zoom returns the join link and passcode.
- 04The meeting is logged on the lead and a reminder task is added.
- 05The invite is emailed from Tom's connected mailbox.
What it does in Pitch2Sale
From a lead or deal
Schedule a Zoom meeting from the lead page or the opportunity drawer.
On the timeline
Each meeting is logged on the lead with its join link and passcode, plus a reminder task.
Sent from your mailbox
The invite email goes out through your connected mailbox, so it comes from you.
Refreshes itself
The Zoom connection is refreshed in the background before it expires. Reschedule and cancel go to Zoom too.
Set it up
- Open Settings → Integrations.
Find the Zoom card under Featured. You need permission to add integrations (admins by default).
- Click Connect Zoom.
Allow pop-ups and sign in to Zoom.
- Approve access.
The card shows Connected.
- Connect your mailbox (recommended).
Invites are sent from the mailbox under Settings → Email.
- Schedule a meeting.
Open a lead, click Schedule Zoom Meeting, and pick the time. You will see "Zoom meeting scheduled and invite sent".
What syncs, and what does not
| Direction | What | When |
|---|---|---|
| Pitch2Sale → Zoom | A new meeting with its time and length | You click Schedule Zoom Meeting |
| Pitch2Sale → Zoom | Reschedules and cancellations | You change the meeting in Pitch2Sale |
| Zoom → Pitch2Sale | The join link and passcode, logged on the lead | When the meeting is created |
| Not synced | Meetings created in Zoom itself, recordings, transcripts and attendance | — |
Common questions
I don't see the Schedule Zoom Meeting button.
It only shows for people who have linked their own Zoom account.
The page says "Zoom connection expired."
Zoom refused the refresh. Click Connect Zoom again.
No invite was sent.
Invites go from your connected mailbox. Connect one under Settings → Email.
Are recordings brought in?
Not yet. The meeting stays on the lead with its join link.
Schedule the call without leaving the lead.
Connect Zoom once and send your next invite from the lead page.