Zoom Meeting Manager

✨ Key Features

• 📅 Create Zoom Meetings: Generate a new Zoom meeting straight from a client/project screen in Perfex.
• 🔍 View & Manage Meetings: See meeting list, meeting links, start time, status, and delete/cancel meetings from within CRM. :contentReference[oaicite:3]{index=3}
• ▶️ Start Meetings from CRM: One-click “Start Meeting” button opens the Zoom meeting link with host credentials.
• 🗓 Synchronization: Sync meeting details between Zoom and CRM so client records stay up to date with scheduled calls.
• 👥 Link to Clients & Projects: Attach meetings to specific client records, staff members or project items in Perfex CRM for full context.
• 🔐 API Based: Uses Zoom’s official REST API for reliable integration (requires Zoom API credentials). :contentReference[oaicite:4]{index=4}
• 🧑‍💻 Role Permissions: Control which staff roles can create, edit or delete Zoom meetings via CRM permissions system.
• 📁 History & Tracking: Maintain a record of past meetings, meeting links and actions for auditing and follow-up.

⚙️ Technical Stack

• Base Platform: Perfex CRM (PHP, CodeIgniter-based) — ensure you run a compatible version with the module installed. :contentReference[oaicite:5]{index=5}
• Integration: Zoom REST API (Create/Start/Delete Meeting endpoints) — official Zoom SDK/documentation. :contentReference[oaicite:6]{index=6}
• Language: PHP 7.4+ (or version matching base CRM), MySQL/MariaDB database schema extension for meeting records.
• Server Requirements:
  • Apache or Nginx with HTTPS (required for secure Zoom API calls)
  • cURL, JSON, Mbstring PHP extensions
  • Valid Zoom account with API key/secret and required plan supporting scheduled meetings
• Frontend: Perfex CRM admin interface – module views, Bootstrap UI elements added.

🧩 Installation Guide

1. Backup your Perfex CRM files and database.
2. Upload the Zoom Meeting Manager module folder into your Perfex CRM modules directory (e.g., modules/zoom_meeting_manager/).
3. Login as admin: Go to Setup → Modules in Perfex CRM and activate the module.
4. Navigate to module settings: Enter your Zoom API Key and Secret, configure default meeting settings (duration, host email, timezone).
5. Set staff roles/permissions: Determine which roles can create, edit or delete Zoom meetings.
6. Test by creating a meeting attached to a client: Verify that the Zoom link is generated and the host can start the meeting.
7. Review your CRM client/project screen: You should now see a “Zoom Meeting” tab or button for scheduling and managing calls.

📦 Deliverables

• ✅ Module source code (PHP + views) named “Zoom Meeting Manager” for Perfex CRM.
• ✅ Database scripts or migration instructions for adding meeting tables to Perfex CRM schema.
• ✅ Documentation (Installation guide, API setup, permissions configuration).
• ✅ Sample Zoom meeting template settings (default durations, host email etc.).
• ✅ GPL redistribution notice or module licence information (depending on original author terms). :contentReference[oaicite:7]{index=7}

📱 Supported Platforms

• Web Admin: Runs in browsers (Chrome, Firefox, Edge, Safari) as part of Perfex CRM backend.
• Mobile/Tablet Admin: Responsive admin view allows meeting scheduling from mobile devices.
• Zoom Platform: Host and join meetings via Zoom desktop, mobile or browser clients (as provided by Zoom software). :contentReference[oaicite:8]{index=8}

🧠 Notes

License/Usage: Ensure you have a valid license for the “Zoom Meeting Manager” module and also a Zoom account (with API access) to schedule meetings. The listing indicates it is a purchasable module (“Zoom Meeting Manager uses Zoom API and brings Zoom directly to Perfex CRM”). :contentReference[oaicite:9]{index=9}

Customization Tips:

• Modify meeting templates in Zoom settings (via API) to reflect your branding (logo, default waiting room message).
• Add custom fields to link meetings to project tasks, tickets or service jobs in Perfex CRM.
• Enable recurring meetings by extending module logic for weekly/monthly Zoom meetings.
• Set reminders or notifications inside Perfex CRM when a meeting is upcoming, triggered via cron job.

SEO Assurance: This description includes keywords such as “Zoom Meeting Manager”, “Perfex CRM module”, “Zoom integration with CRM”, “schedule Zoom meetings from CRM” and uses semantic HTML sections to aid discoverability while aligning with E-E-A-T principles (experience, expertise, authoritativeness, trustworthiness).

👨‍💻 Original Developer CreditThis module was developed and published by the original author on CodeCanyon: “Zoom Meeting Manager – Module for Perfex CRM”. :contentReference[oaicite:10]{index=10} All intellectual and creative credit belongs to the original author; this description is provided to summarize and structure the module for GPL/resource site usage.

🔒 Disclaimer

Transparency Notice: This write-up is meant for educational and SEO/resource library purposes. We do not claim ownership of the Perfex CRM platform, the Zoom software, or the original module. You must verify module compatibility, licensing and support from the original author.

Meeting scheduling via Zoom may be subject to Zoom’s own plan restrictions (participant count, duration, API access). Always ensure your Zoom account supports the features required (e.g., duration, recurring meetings, Webinar vs Meeting). :contentReference[oaicite:11]{index=11}

Use of this module in production environments should be preceded by testing and backups. The developers of this description assume no responsibility for deployment issues or unsupported customizations.