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Set up video meetings

Updated on 20 Oct 2021

SuperOffice video meetings allow you to create and join video meetings directly from your CRM solution. To set up the video meeting functionality in SuperOffice CRM, you need to connect to one of five video meeting providers (Zoom, Webex, Google, Microsoft Teams, Jitsi).

For the users to be able to use video meetings in the Appointment dialog, there are a few steps involved:

  1. An administrator needs to connect to one of the chosen video meeting providers available.
  2. The user needs to use either Mail Link or the SuperOffice Inbox to be able to send video meeting URLs to external users.
  3. Users have to authenticate (log in) the first time the user clicks on the Video meeting icon in the Appointment pop-up dialog.

Pre-requisites for video meetings

  • You need a SuperOffice admin account for the setup;
  • You need a video provider account, for example, Zoom Pro;
  • To be able to send and receive email invitations to video meetings (to/from external users), you must have configured your email setup in SuperOffice CRM (user client) or use SuperOffice Mail Link.

Provider 

Account user 

Account for set-up 

Zoom 

Zoom Pro 

SuperOffice admin 

Webex Meetings 

Webex account 

SuperOffice admin 

Microsoft Teams 

Microsoft 365 account 

SuperOffice admin, Microsoft 365 admin account 

Google Meet 

Google account (Gmail or Google Workspace) 

SuperOffice admin 

Jitsi 

 

SuperOffice admin 

  • Configure video meetings

Each video provider has its own requirements to connect their services to SuperOffice CRM:

  • How to configure video meetings for Zoom
    • This how-to guide will help you to configure the video meetings between SuperOffice CRM and Zoom.

      To connect SuperOffice CRM with Zoom you need to make sure you have a Zoom Pro account.

      Once you’ve clicked the configure button in the Settings & maintenance, a new web browser will open. On this page, you can choose which video meeting provider you wish to use.

      When you choose Zoom, you will be forwarded to Zoom’s authentication portal. Add your username and password to complete the authentication and validate your user credentials.

      Next, you need to authorize the access between SuperOffice CRM and Zoom.

      The final step is to create an administrator password for the connection inside SuperOffice Settings and Maintenance.

      If at any time you wish to disconnect SuperOffice CRM from Zoom, you can click the Disconnect button.

      Make sure to close the web browser. This will prompt SuperOffice CRM to reload and activate the Google Zoom connection.

      Learn how to set up the video meetings for Zoom with this video and follow the steps below (video lenght - 1:48):

  • How to configure video meetings for MS Teams
    • This how-to guide will help you to configure the video meetings between SuperOffice CRM and MS Teams.

      To connect SuperOffice CRM with MS Teams you need to make sure you have an Office-365 account.

      Once you’ve clicked the configure button in the Settings & maintenance, a new web browser will open. On this page, you can choose which video meeting provider you wish to use.

      When you choose MS Teams, you will be forwarded to Microsoft’s authentication portal. Add your username and password to complete the authentication and validate your user credentials. Finally confirm that you wish to connect MS Teams to SuperOffice CRM.

      MS teams does not require additional configuration on your Office 365 account.

      If at any time you wish to disconnect SuperOffice CRM from Google Meet, you can click the Disconnect button.

      Make sure to close the web browser. This will prompt SuperOffice CRM to reload and activate the Google Meet connection.

      Learn how to set up the video meetings for MS Teams with this video and follow the steps below (video lenght - 1:50):

  • How to configure video meetings for Google Meet
    • This how-to guide will help you to configure the video meetings between SuperOffice CRM and Google Meet.

      To connect SuperOffice CRM with Google Meet you need to make sure your company has a GSuite account or a personal Google account.

      Once you’ve clicked the configure button in the Settings & maintenance, a new web browser will open. On this page, you can choose which video meeting provider you wish to use.

      When you choose Google Meet, you will be forwarded to Google’s authentication portal. Add your username and password to complete the authentication and validate your user credentials. Finally confirm that you wish to connect Google Meet to SuperOffice CRM.

      Google Meet does not require additional configuration on your Gmail account.

      If at any time you wish to disconnect SuperOffice CRM from Google Meet, you can click the Disconnect button.

      Make sure to close the web browser. This will prompt SuperOffice CRM to reload and activate the Google Meet connection.

      Learn how to set up the video meetings for Google Meet with this video and follow the steps below (video lenght - 1:48):

  • How to configure video meetings for Cisco Webex
    • This how-to guide will help you to configure the video meetings between SuperOffice and Cisco WebEx.

      To connect SuperOffice CRM with Cisco Webex you need to make you have a Cisco Webex account.

      Once you’ve clicked the configure button in the Settings & maintenance, a new web browser will open. On this page, you can choose which video meeting provider you wish to use.

      When you choose Cisco Webex, you will be forwarded to Cisco’s authentication portal. Add your username and password to complete the authentication and validate your user credentials. Finally confirm that you wish to connect Cisco WebEx to SuperOffice CRM.

      If at any time you wish to disconnect SuperOffice CRM from Cisco Webex, you can click the Disconnect button.

      Make sure to close the web browser. This will prompt SuperOffice CRM to reload and activate the Cisco Webex connection.

      Learn how to set up the video meetings for Cisco Webex with this video and follow the steps below (video lenght - 1:53):

  • How to configure video meetings for Jitsi Meet
    • If you don’t have a video meeting subscription, then Jitsi is perfect for your company. Jitsi Meet is free to use and easy to configure. This how-to guide will help you to configure the video meetings between SuperOffice and Jitsi Meet.

      There are no further requirements to be able to connect SuperOffice CRM with Jitsi Meet, because Jitsi is free to host and free to join. No login details are required.

      Once you’ve clicked the configure button in the Settings & maintenance, a new web browser will open. On this page, you can choose which video meeting provider you wish to use.

      Once you click on Jitsi Meet SuperOffice CRM will automatically configure the settings for you.

      If at any time you wish to disconnect SuperOffice CRM from Jitsi Meet, you can click the Disconnect button.

      Make sure to close the web browser. This will prompt SuperOffice CRM to reload and activate the Jitsi Meet connection.

      Learn how to set up the video meetings for Jitsi with this video and follow the steps below (video lenght - 1:36):

 

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