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ZoomVideo conferencing

Zoom in X3 CRM

X3 CRM creates Zoom links for bookings; X3 Automation manages meetings and recordings.

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01What you can do with it

What you do with Zoom and X3.

X3 CRM

Sales

  • Create a Zoom link in the person's own account automatically for every booking
  • Rename cancelled meetings in the Zoom account so they stay traceable
More about X3 CRM

X3 Automation

Process automation

  • Create and update meetings
  • Read recordings and have them summarizedExample
More about X3 Automation

02See it in action

Here's how it looks in X3.

Real screens from the app with sample data.

The team's appointments: weekly calendar with calendar sync and “Up next”
Sample data

Meetings The team's weekly calendar, synced with your calendars.

Image 1 of 4: Meetings

Appointments on the phone: what's up next, with join
Sample data

Image 1 of 4: Meetings

03How the connection works

Connect Zoom in three steps.

  1. 01

    Connect your account

    In the X3 CRM settings, you sign in to Zoom with your own account.

  2. 02

    Choose

    You decide which mailbox, calendar or conferencing account is used.

  3. 03

    Get to work

    Emails, meetings and links show up right on the contact and in your bookings.

04Triggers and actions

What X3 Automation can do in Zoom.

You decide per group what each group is allowed to do. By default, sending needs an approval.

Read

  • Read meetings
  • Read recordings

Edit

  • Create meeting
  • Update meeting

Delete

  • Delete meeting
  • Delete recording

05Privacy and security

Your data, your rules.

  • X3 CRMYou connect your own account by signing in to Zoom directly.
  • X3 AutomationChats, permissions, workflows and the audit log are stored encrypted in data centers in Germany.
  • X3 AutomationBefore every action, X3 checks the person's permissions: read, edit, send, delete.
  • X3 AutomationBy default, sending needs an approval. Every action is recorded in the audit log.
  • X3 AutomationApp credentials are stored separately from all other data and are never passed to AI models.
  • X3 AutomationApp connections run through Composio (USA), covered by Standard Contractual Clauses.

Data flow and subprocessors Privacy policy

07Questions

Zoom and X3 in a nutshell.

Can I connect Zoom to X3?

Yes. X3 CRM creates Zoom links for bookings; X3 Automation manages meetings and recordings.

What does X3 read and write in Zoom?

Read: Read meetings, Read recordings. Edit: Create meeting, Update meeting. Delete: Delete meeting, Delete recording. You decide what your groups are allowed to do.

Do I need a developer for this?

No. You set up the connection in X3 yourself. If you like, we can do it together in a call.

What about data protection?

Chats, permissions, workflows and the audit log are stored encrypted in data centers in Germany. App connections run through Composio (USA), covered by Standard Contractual Clauses. By default, sending needs your approval.

How much does the Zoom integration cost?

The integration is part of X3 CRM. You'll find what X3 CRM costs on the pricing page.

08Get started

Connect Zoom to X3.

One X3 account, Zoom connected in a few steps.Prefer to do it together? We'll set it up with you.

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