Zoom Meeting Manager

NOTE: This is not a standalone module, the module requires Perfex CRM application version 3.0.0+ installed.

Introduction to Zoom Meetings Manager – Advanced Zoom API module for Perfex CRM

One Zoom global account that can be used by all staff depending on permissions given by Admins to Create, View or Delete.

Zoom Meeting Manager uses Zoom API and brings Zoom directly to Perfex CRM with abilities to Create, View, Start Meetings and Delete meetings with ease. You can add Leads, Staff and Contacts directly from your CRM as attendees (participants) and notify them by email, Zoom Meeting Manager allows that by using Perfex CRM live notifications and email templates.

Key Features

• Auto-Generate Secure Passwords – Automatically generate secure meeting passwords with one click
• Participant Groups Management – Create and manage reusable participant groups for quick meeting setup
• Recurring meetings – Create recurring meetings directly from the scheduler
• Company-Based Contact Filtering – Filter contacts by company when creating participant groups
• Smart Reminder System – Automated email reminders sent before meetings via cron job
• Email Notifications – Automatic email notifications when meetings are created
• Two-Way Sync – Real-time synchronization with Zoom API
• Meeting Notes – Add and manage meeting notes directly in Perfex CRM
• Quick Participant Addition – Add participants on-the-fly during meeting management
• Permission-Based Access – Control staff access with granular permissions
• Multiple Participant Types – Support for Staff, Contacts, and Leads as meeting participants

You can use an app link or web url to enter the meetings. The module does not use an internal database except for Zoom meeting notes and participant groups, all meetings are fetched from Zoom API (Two Way Sync) and saved there. Only notes and participant groups are saved in the database. After the meeting is finished you can leave it or delete it. It will be always synced / fetched from the Zoom API database. Notes will remain in the Perfex CRM database until meeting is deleted.

Changelog

Version 1.1.5 – June 24, 2025

New:

• Added automated meeting reminder system with configurable timing (30 minutes before meeting by default)
• Added manual “Send Reminder” button for instant participant notifications
• Added participant groups management for organizing staff, contacts, and leads into reusable groups
• Added recurring meetings support with daily, weekly, and monthly options
• Added real-time participant count updates when adding/removing participants
• Added sync meetings functionality to refresh meeting data from Zoom
• Added bulk participant management with group selection
• Added participant search and filtering capabilities
• Added comprehensive meeting statistics dashboard
• Added controller-based architecture for better code organization
• Added proper email template system for meeting reminders
• Added cron job automation for scheduled reminders
• Added participant management model with enhanced functionality

Fixed:

• Fixed recurring meeting start time handling for proper reminder scheduling
• Fixed email reminder system to work with both in-app notifications and email delivery
• Fixed participant count display not updating in real-time
• Fixed email template naming consistency issues
• Fixed meeting notes update functionality to handle both insert and update operations
• Fixed participant real ID fetching for proper user identification
• Fixed browser cache issues with versioned asset loading
• Fixed meeting reminder notifications for all participant types (staff, contacts, leads)

Improved:

• Enhanced UI with modern design and better user experience
• Improved meeting creation interface with better participant selection
• Enhanced meeting view page with comprehensive information display
• Improved settings organization with dedicated Zoom settings section
• Enhanced email template management with proper merge fields
• Improved navigation with dedicated participant groups menu
• Enhanced meeting table with better action buttons and status indicators
• Improved asset loading with proper cache busting mechanisms
• Enhanced language support with expanded translation strings
• Improved database structure with additional tables for groups and reminders
• Enhanced error handling and user feedback throughout the system
• Improved meeting management with better status tracking and controls

Version 1.1.2 03/11/2022

• Fixed: When lead or contact is added in the meeting they now will also receive email notifications.
• Compatibility: Compatible with latest version of Perfex CRM
• Improvements: Design and UX

Version 1.1.1 20/11/2021

• Minor fix: Password validation for meeting
• Bug fix: All users were not receiving notifications and emails upon meeting creation
• Various: Improvements, Optimizations

Version 1.1.0 20/05/2021

• Minor bug fixes and code optimizations

Version 1.0.0 10/09/2020

• Initial version