Where it is, and whose connection it is
Open Settings, then Integrations, and click the Zoom card. See Integration settings for how the shelf itself works and for the basics of connecting.Zoom is a personal connection. Each person on your team connects their own Zoom account, and disconnecting yours has no effect on anyone else’s.
Creating and managing meetings
The Upcoming tab lists your scheduled meetings, each with buttons to Join, Edit or Delete. Create Meeting takes a topic, a date and time, a duration, a timezone and an agenda. For invitees, search your Leaf360 contacts by name or email and click one to add them, or type outside email addresses directly. Submitting creates the meeting in Zoom and reports back how many invitees were sent an invite. The Manage tab is the same meeting list with editing front and centre, useful once you have more than a couple of meetings on the books.Webinars
The Webinars tab works the same way, a create form plus a list, but only if the Zoom account you connected has a Webinar plan. Without one, Leaf360 says so plainly and keeps the webinar controls turned off rather than letting you hit an error partway through. Each webinar in the list carries Registrants, which loads everyone who signed up, and Sync attendees, which pulls in who actually joined once the session has run. A selector above the webinar list decides where those people land in Leaf360: Business Contacts, the default, or Consumers / Leads. Switch it before viewing registrants or syncing attendees for a given webinar, since it applies to whichever webinar you are looking at.Recordings and transcripts
Recordings and their transcripts are not managed from the Zoom card itself. Once cloud recording is turned on for your Zoom account, Leaf360 picks them up automatically and they appear alongside your bot recorded meetings on Meeting notes.Common problems
The Webinars tab shows an alert instead of a create form
The Webinars tab shows an alert instead of a create form
The Zoom account you connected does not have a Webinar plan enabled. Ask whoever manages your Zoom account to add one, then reconnect if the button suggests it.
A webinar's registrants landed as leads when I wanted contacts, or the other way round
A webinar's registrants landed as leads when I wanted contacts, or the other way round
Check the sync target selector above the webinar list before you load registrants or sync attendees. It is set per webinar, not once for the whole account.
My colleague's meetings do not show up on my Zoom card
My colleague's meetings do not show up on my Zoom card
Zoom is a personal connection. You only see meetings on the Zoom account you connected yourself.