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