Zoom Integration for RISE CRM

Be aware: This isn’t a standalone software. It is a plugin for RISE CRM. It’s a must to set up the RISE – Ultimate Project Manager & CRM to make use of this plugin.

It is a plugin for RISE CRM that permits you to combine with a single Zoom account which can be utilized by permitted crew members/shoppers to create/handle Zoom conferences.


  • Schedule conferences with all/particular crew members and/or all/particular consumer contacts.
  • Give entry permission to non-admin crew members to handle conferences.
  • Sync your conferences along with your Zoom account.
  • Filter conferences simply.
  • Notification to recipients on add/edit conferences.


Plugin Documentation.


Please ship an e mail from Support web page for any points, questions or recommendations. To avoid wasting time and get fast suggestions, please don’t ask for help in feedback part.

Change Log

Model 1.1 – 05 Might, 2022

[Added] Added notification settings.
[Added] Added e mail template settings.
[Updated] Moved assembly handle permission of consumer to Settings > Entry Permission > Roles. Please observe should you're upgrading from earlier model (1.0), you will must assign this handle permission once more from this setting. 
[Updated] Moved Zoom integration settings to Settings > App Settings > Integration > Zoom tab. 
[Updated] Moved consumer entry permission settings to Settings > Shopper portal > Shopper permissions. 

Model 1.0 – 02 November, 2021

Preliminary launch.

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