Add a service to connect to online meetings
Creatio users can join online meetings from the activity calendar if the activity page contains a video conference link. Learn more in a separate article: Link an online meeting. The button to join a meeting appears if the activity contains a link that follows the URL pattern of the online meeting service. The Meeting services links lookup contains the URL patterns for the most popular services:
- Microsoft Teams
- Zoom
- Cisco Webex
- Join.Me
- AnyMeeting
- GoToMeeting
- Google Meet
If your company uses a different online meeting service or corporate account of any of the listed services, the generated URLs will differ from the patterns specified in the lookup. In this case, add a new URL pattern to the Meeting services links lookup.
Add a Zoom URL pattern for Our Company corporate account.
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Click
in the top right → Lookups.
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Open the content of the Meeting services links lookup.
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Click New.
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Fill out the fields of the new record:
- Enter the service name in the Name field. For example, “Zoom Our Company.”
- Enter the brief service description in the Description field. For example, “Corporate Zoom account.”
- Enter the universal pattern that lists the mandatory components included in each link the service generates in the Link mask field. For example, (http s ?://(www.)?|www.)1.OurCompany?zoom.us/j/.+?\b
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Click
.
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Repeat steps 3-5 for each relevant service if needed.