Calling with Zoom from Vymo

Vymo Integration with Zoom

To set up integration with zoom, contact Vymo Support.

Connecting your Zoom account to Vymo

After Zoom integration is enabled for your company, connect your Vymo account to your Zoom account.

Tap the Hamburger icon (three horizontal lines near the bottom right) and tap Settings.
In the Integrated Accounts section, turn on the Zoom toggle. If you don't see this option, it means Zoom isn't enabled for your company.
Follow the on-screen prompts to allow the Vymo app to access your Zoom meetings.

Your Zoom account is now connected to your Vymo account, and the Zoom calls that you make to leads and partners are recognized as an activity.

Disconnecting your Zoom account from Vymo

After your Zoom account is connected with your Vymo user ID, it remains connected even after the Vymo app in uninstalled or after you log out of the app. To remove the connection, you must revoke the permissions you granted earlier.

Tap the hamburger icon (three horizontal lines near the bottom right) and tap Settings.
In the Integrated Accounts section, turn off the Zoom toggle, so that the color changes to grey. Your Zoom activities will no longer be synced with Vymo.
Open a browser and log in to your Zoom account.
Go to the App Marketplace page (Settings > Advanced > App Marketplace). Near the top right, tap Manage. If you don't see a Manage option, tap Sign in and sign in to Zoom.
In My Dashboard, tap Installed Apps.
Look for the Vymo app and tap Uninstall.

Now, Vymo no longer has the permissions that are needed to access your Zoom account.

Logging Zoom calls as activities

Zoom calls are logged as activities as soon as you end the call; you don't have to do anything extra.

To automatically log Zoom calls as activities, both the following conditions must be met:

The person hosting the call has a Vymo user account
The call is made to at least one person whose name is on the Vymo leads or partners list, or to a person who has a Vymo user account

Remember

You can't create or edit Zoom meetings from the Vymo app. Nor can you change the meeting details after a Zoom call has ended. Also, you can't use the large Plus button to log a Zoom call as an activity; the logging happens automatically.

The logged meetings can be seen here:

Lead or partner details page
List view of your on the Hello screen
Calendar list view

If you are a manager, you can see these activities for your entire team also.