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Zoom

Answer calls and open contact profiles instantly
Use Crelate’s native Zoom integration as a unified solution to manage, schedule, and record phone communications. With Zoom actions available directly within Crelate, teams can quickly communicate with contacts without leaving your Crelate account. Take calls, make notes, send texts and review history all without leaving your workflow.   With Crelate and Zoom you can:  
  • Schedule and Make Calls – Easy click-to-dial
  • Receive Calls – Notified of who is calling with single click navigation to their record.
  • Auto Call Tracking – Build history of communication, automatically.
  • Text Messaging – Send and receive texts all within Crelate.
  Zoom Crelate Zoom

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Frequently asked questions

Does Crelate integrate with Zoom?

Yes. Crelate integrates with Zoom to support communication. Keep your team connected with Zoom's VOIP, connected directly to Crelate.

What does Zoom do?

Use Crelate's native Zoom integration as a unified solution to manage, schedule, and record phone communications. With Zoom actions available directly within Crelate, teams can quickly communicate with contacts without leaving your Crelate account.

How do I connect Zoom to Crelate?

Zoom connects natively inside Crelate. Enable it from your Crelate account settings. See help.crelate.com for setup steps.

See Crelate and Zoom work together.

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