Perfex Zoom Meeting Module

Description

Perfex Zoom Meeting Module

Connect Zoom with Perfex CRM to schedule, host, and track online meetings without leaving your CRM. The Perfex Zoom Meeting Module streamlines sales calls, client demos, onboarding, and internal standups by generating Zoom meetings directly from Leads, Customers, Projects, Tasks, and Calendar events. Distributed by wpshop.net under the GPL license with lifetime free updates and limited email support.

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🚀 Feature Highlights

• ✅ One-Click Zoom Meetings – Create & attach Zoom links to Perfex contacts, projects, and calendar events.
• ✅ Auto Invitations – Send meeting details to attendees via CRM notifications and email templates.
• ✅ Time Zone & Reminders – Respect user/client time zones and trigger reminders before start time.
• ✅ Recording & Join Links – Store host/join URLs and optional recording links inside the meeting record.
• ✅ Server-to-Server OAuth Support – Connect using modern OAuth credentials from your Zoom account.
• ✅ Role-Based Access – Limit who can create, start, or cancel Zoom meetings in Perfex.
• ✅ Unified Activity Logs – Track scheduled/started/ended states and attendance notes in CRM timeline.
• ✅ Lightweight & Secure – Minimal footprint, follows Perfex standards and best practices.

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📖 Detailed Overview

The Perfex Zoom Meeting Module eliminates app-switching by embedding Zoom meeting creation into your CRM workflow. From a lead record or project task, generate a Zoom session with title, agenda, password, and start date/time; then automatically notify participants and log the event to your calendar. After the call, update outcomes, attach notes, and keep your pipeline moving with complete meeting context stored alongside the customer.

Designed for agencies, SaaS teams, and service businesses, this module helps you shorten sales cycles, reduce no-shows, and capture better meeting data—all while staying inside Perfex CRM.

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📊 Comparison Table

Feature	Perfex Zoom Meeting Module	Generic Meeting Add-ons
Native Perfex CRM Integration	✅ Deep (Leads, Customers, Projects, Tasks, Calendar)	❌ Shallow or manual copy-paste
Modern OAuth Connection	✅ Server-to-Server OAuth ready	❌ Legacy/Manual tokens
Automated Invitations & Reminders	✅ Email templates + CRM notifications	❌ Manual emailing
Recording/Join Link Storage	✅ Stored on meeting record	❌ External notes only
Role-Based Permissions	✅ Create/Start/Cancel controls	❌ Limited access rules
Cost & Licensing	✅ GPL, unlimited sites, lifetime updates	❌ Per-site or recurring fees

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🛠️ Installation Guide

1. Download the Perfex Zoom Meeting Module ZIP from your wpshop.net account.
2. Login to Perfex CRM → Setup → Modules and click Upload Module. Choose the ZIP and install.
3. Go to Modules list and Activate the Zoom Meeting Module.
4. In your Zoom admin account, create a Server-to-Server OAuth app and copy the Account ID, Client ID, Client Secret.
5. Back in Perfex CRM, open Setup → Settings → Zoom and paste the credentials. Save.
6. Configure permissions (Staff Roles) for who can create/start meetings. Optionally map email templates for invitations and reminders.
7. Create a test meeting from a Lead/Customer/Project and verify invite delivery, join links, and calendar entry.

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🔑 Licensing Information

Distributed under the GPL (General Public License). Use, modify, and deploy on unlimited websites. Your purchase includes lifetime free updates and limited email support from wpshop.net. We are not the original authors of Perfex CRM or this module; we redistribute under GPL compliance for affordable access.

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❓ FAQs

Q1: Do I need a paid Zoom plan?

You can connect with a standard Zoom account. Meeting duration/feature limits depend on your Zoom plan.

Q2: Which authentication is supported?

The module supports connecting via Server-to-Server OAuth credentials generated in your Zoom account.

Q3: Can I schedule from calendar and link to contacts?

Yes. Create meetings from Calendar or directly from Leads/Customers/Projects and they’ll be linked to those records.

Q4: Are recordings pulled into Perfex automatically?

Join/host links are stored on the meeting record. You can add recording URLs or files as attachments/notes for full context.

Q5: What support do I get?

Limited email support for installation and basic configuration, plus lifetime free updates from wpshop.net.

Q6: Will staff permissions be respected?

Yes. Admins can control which roles can create, start, or cancel Zoom meetings inside Perfex.

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💡 Why Choose Perfex Zoom Meeting Module?

Speed, clarity, and control. By bringing Zoom scheduling into Perfex, your team saves time, reduces no-shows, and captures every meeting detail alongside the client record. With modern OAuth connectivity, role-based permissions, and lifetime GPL updates, it’s a reliable way to power remote sales, support, and delivery from the CRM your team already uses.

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👉 Make every meeting count. Add the Perfex Zoom Meeting Module to your stack today from wpshop.net and streamline scheduling, invites, and follow-ups—complete with lifetime free updates and limited email support.