The administrative work of sales reps may be time-consuming. To help you focus on what matters most, we've designed a solution that makes it easy to book Zoom calls from within Reply. Reply meetings now seamlessly integrate not only with Google Meet and Google Calendar but also with Zoom so you can have more options and a complete control over your schedule.
How it works
On your side
First, make sure your Zoom account is connected to your Reply account. To do that, please follow the steps below:
Log in to your Reply account.
Go to the Settings page.
Open the Meetings tab → General section.
Connect your Zoom account (either free or Pro) to your Reply account:
Sign in to your Zoom account or create a new account if you don't have one yet.
Make sure to authorize Zoom and pre-approve Reply on Zoom Marketplace:
5. In Reply Settings, on the Meetings tab, you can also:
Set the default time zone
Add a title and description for your calendar
Indicate the duration of your meeting
Select a location (Google Meet or Zoom)
You can also use the Availability and Meeting sections to specify your availability, set up delays between appointments, create scheduling plans, and more. To learn more about those settings, please refer to this article.
Once you've set up all the required settings, you can copy the meeting link and share it with your prospects and colleagues via email, for example.
The link is personalized, so your prospect's name, email address, and phone number (optional) will be pre-listed on the booking page.
Once a prospect books a Zoom call, you'll be able to find a related task in Reply for the meeting.
On your prospect side
When a contact clicks the email link, the booking page appears.
The contact fills in all the required fields and clicks the Accept & Book button.
The booking confirmation page appears:
You and your prospect will receive a confirmation email with all the details of the upcoming meeting, including the link to join the call.
Error while connecting Zoom account
In case you see this error when connecting your Zoom account:
Simply go back to the previous page in your browser and switch the Pre-approve this app toggle, and you'll be good to go: