📹 Perfex Zoom Meeting Module – Seamless Video Conferencing Integration for Perfex CRM (GPL-Ready Source Description)

Perfex Zoom Meeting Module adds secure and easy-to-use Zoom video conferencing capabilities directly into Perfex CRM.
It enables staff and clients to schedule, join, and manage Zoom meetings right from the Perfex dashboard — eliminating the need for third-party tools.
This E-E-A-T-compliant and GPL-ready source-code description is written for educational and open-source documentation purposes.

🚀 Overview

Perfex Zoom Meeting Module integrates Zoom’s REST API with Perfex CRM’s project and client management system.
Users can create instant or scheduled meetings, send invitations, and automatically record meeting data in the CRM.
It’s ideal for remote agencies, consulting firms, customer support teams, or online education providers who use Perfex CRM as their daily workflow tool.

• 🎥 Host Zoom meetings directly within Perfex.
• 📅 Sync meeting schedules with Perfex calendar events.
• 📧 Automatic invitation emails to clients and staff.
• 📊 Track attendance and meeting duration logs.

Experience (E): developed from real business collaboration use-cases, ensuring simple meeting automation and error-free synchronization between CRM and Zoom.

✨ Key Features

• 🧭 Native Integration: add, edit, or delete Zoom meetings from the Perfex dashboard.
• 🕑 Scheduling System: set meeting time, duration, and timezone.
• 🔗 Automatic Join Links: unique URLs for hosts and participants generated instantly.
• 👥 Participant Management: invite internal staff and external clients with role-based permissions.
• 📨 Notifications: email and in-app alerts for upcoming meetings.
• 💾 Recording Support: store meeting details and recording links after completion.
• 🧾 Activity Logs: keep records of meeting creation, updates, and attendance.
• 📆 Calendar Sync: automatically integrate with Perfex task & project modules.
• 🌐 Multi-Language Support: built-in translation files compatible with Perfex language packs.
• 🔐 Secure API: uses JWT or OAuth2 Zoom API authentication for privacy and security.

⚙️ Technical Stack

• Base Platform: Perfex CRM (Laravel 9+)
• Backend: PHP 8.1+, MySQL 5.7+
• Integration: Zoom REST API v2 (JWT or OAuth)
• Frontend: HTML5, Bootstrap 5, jQuery 3.x
• Server Requirements: cURL, HTTPS, and mod_rewrite enabled

Expertise (E): demonstrates knowledge of secure third-party API integration, token management, and Laravel modular development inside Perfex’s add-on system.

🧩 Installation Guide

1. 1. Log in to Perfex CRM as admin.
2. 2. Navigate to Setup → Modules and upload perfex_zoom_module.zip.
3. 3. Activate the module and go to Settings → Zoom Integration.
4. 4. Enter your Zoom API Key and Secret obtained from Zoom Developer Console.
5. 5. Set default meeting settings (host video, participant video, password rules, etc.).
6. 6. Save configuration and start scheduling meetings directly from project or client pages.

Tip: Use Zoom’s OAuth App for enterprise deployment to handle multi-user authentication safely.

📦 Deliverables

• ✅ Perfex Zoom Meeting Module source code
• ✅ Installation and setup manual
• ✅ Language files (EN, ES, FR ready)
• ✅ Sample .env Zoom credentials template
• ✅ GPL redistribution statement (for educational/archive use)

📱 Supported Platforms

• Perfex CRM version: 2.9 and above
• Server OS: Linux/Ubuntu (recommended), Windows Server compatible
• Browsers: Chrome, Firefox, Edge, Safari
• Mobile View: fully responsive on Perfex mobile web interface

🧠 Notes

• License: released under the GPL for educational redistribution; original version may be commercially licensed.
• Customization: extend meeting reports, add auto-recording rules, or connect Zoom Webinar API.
• Security: supports JWT/OAuth2 tokens and SSL encryption for API requests.
• Performance: lightweight and cached requests for faster load times within Perfex.
• SEO Assurance: keywords → “Perfex Zoom integration”, “video meeting module for Perfex CRM”, “Perfex add-on Zoom API”.

👨‍💻 Original Developer Credit

This module was originally developed and published by its creator on CodeCanyon and other marketplaces.
All design and source-level rights belong to the original author.
This entry is a GPL-compliant educational restatement created to document open-source integration concepts for Perfex CRM.

Authoritativeness (A): credits ensure transparency and direct developers to the official vendor for licensed support or updates.

🔒 Disclaimer

Important:

• This is a source-code documentation summary, not an official sales listing.
• No license keys or commercial support are included unless purchased from the original developer.
• GPL redistribution must retain author credits and cannot be resold as proprietary software.
• Ensure compliance with Zoom’s API usage policy and data-privacy laws before production deployment.

Trustworthiness (T): open licensing and clear source disclosure support ethical redistribution and educational integrity.