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Home/Integrations/Website Widget
INTEGRATION GUIDE

Add the Zipteams Smart Meeting Widget to your website

Embed the Zipteams instant meeting widget and pass customer information into your sales workflow.

Own websiteZIPTEAMS × WEBSITE WIDGET
WHAT THIS CONNECTS
Customer conversations

Keep meetings, calls, and follow-ups connected to the systems your team already uses.

Shared sales context

Bring CRM records and conversation intelligence together for every workflow.

Automated actions

Reduce manual updates and let ZIP carry the next step into your CRM process.

SETUP GUIDE

How to add Zipteams Smart Meeting Widget on your Websites?

Zipteams Instant Meeting Rooms is a powerful plugin that can be easily embedded in minutes on your website or landing pages.

Section 1: Here are the steps to add Zipteams on your Wordress Websites

Signup on

Zipteams

.

Go to Setup > Setup Meeting Widget > Click on ‘View/Edit’ against the eventSetup your brand color and messages on the instant connect widget.Go to Main menu > Invite your teamAssign the instant connect widget tags to the users who will be taking the click to call meetings.Now copy the widget code and add it in your website header.You can install the ‘Code Snippets’ plugin on your WordPress to easily the add on your website header.That’s it, you are all set to receive click to call meetings from your website.

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Website Widget setup · Step 1

Section 2: Here are the steps to pass pre-fill values to the widget form

Please use these steps if you wish to automatically pass widget form values like Name, Email, Phone No, so users dont need to fill those again.In the code that you have copied, please add pre-fill objects like shown in below codeThe field label name is the name of the label you have kept in your widget form in Zipteams instant or scheduled meeting settings. You can take the value from

here

.‘Value’ is the value that you want to pass from your existing application.You can add multiple such prefill fields separated by comma.

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Website Widget setup · Step 2

Code to use

window.ZipteamsWidget.InitWidgetButton({

url: “XXXXX”, prefill: { <Field label name>: <value> }

})

Sample code

window.ZipteamsWidget.InitWidgetButton({

url: “

https://zipme.at/zipteams/demo

“,

prefill: { ‘Name’: ‘John Doe’, ‘Email’: ‘johndoe@email.com’, ‘Phone Number’: ‘+919098998232’ }

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Website Widget setup · Step 3

})

Sign up or log in to

Zipteams

.

Navigate to:

Setup → Setup Meeting Widget → Click on ‘View/Edit’

Copy the

zipme.at

URL shown.

Paste this URL in a new browser window.

You can share this link via:

Email signatures

Messages & chats

Blogs & websites

Prefill Form Data Automatically

Step 1: Create a JavaScript Object

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Website Widget setup · Step 4

Create an object with the form field labels as keys and your values as entries.

Example

const

data

=

{

Name

:

"Full Name"

,

Email

:

"ContactEmail"

,

"Contact No"

:

"+PhoneNumber"

}

;

const

data

=

{

Name

:

"Full Name"

,

Email

:

"ContactEmail"

,

"Contact No"

:

"+PhoneNumber"

}

;

const

data

=

{

Name

:

"Full Name"

,

Email

:

"ContactEmail"

,

"Contact No"

:

"+PhoneNumber"

}

;

Step 2: Encode the Data

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Website Widget setup · Step 5

Use this function to convert the object to a URL-safe string:

const

encodedData

=

encodeURIComponent

(

JSON

.

stringify

(

data

)

;

const

encodedData

=

encodeURIComponent

(

JSON

.

stringify

(

data

)

;

const

encodedData

=

encodeURIComponent

(

JSON

.

stringify

(

data

)

;

Step 3: Add It to the Zipme URL

Format the final URL as:

https

:

//zipme.at/yourmeetinglink?prefill=<encodedData>

https

:

//zipme.at/yourmeetinglink?prefill=<encodedData>

https

:

//zipme.at/yourmeetinglink?prefill=<encodedData>

Example

https

:

//zipme.at/macrosoft/demo?prefill=%7B%22Name%22%3A%22FullName%22%2C%22Email%22%3A%22ContactEmail%22%2C%22Contact+No%22%3A%22%2BPhoneNumber%22%7D

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Website Widget setup · Step 6

https

:

//zipme.at/macrosoft/demo?prefill=%7B%22Name%22%3A%22FullName%22%2C%22Email%22%3A%22ContactEmail%22%2C%22Contact+No%22%3A%22%2BPhoneNumber%22%7D

https

:

//zipme.at/macrosoft/demo?prefill=%7B%22Name%22%3A%22FullName%22%2C%22Email%22%3A%22ContactEmail%22%2C%22Contact+No%22%3A%22%2BPhoneNumber%22%7D

Skip Form Completely (Anonymous Join)

To bypass the form:

Use this format:

Make sure to enable the setting in your Zipteams dashboard:

app.zipteams.com → Setup → Setup Meeting Widget → Instant Meeting Configuration → Enable “Allow anonymous guests”

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Website Widget setup · Step 7

Using the Link in an iFrame

If you’re embedding the link in an

iframe

, make sure to add this attribute:

Key Features of Zipteams Meeting Widget:

Integrate in minutes using a website header HTML code. You can add your brand color and messages to the code and add it on your WordPress website header.

Customize your own form for getting details from the visitors before meeting them. You can add all your qualifications questions that are visible to the sales teams before they meeting the visitor.

Connect your visitors easily on web-based meeting rooms. Team members can have more warm face-to-face conversations and share screen to detail the visitor about the product.

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Website Widget setup · Step 8

Round-robin scheduling to your sales teams to attend to visitors at their convenience. Team members can indicate their availability for instant meetings and only when they are available, new meetings get assigned to them.

Fallback calendar booking option when no team members are available to take instant meetings. You can set your calendar as per your organization’s working days and timings.

Smart AI-powered insights about the visitors to talk to them contextually and in a personalized manner. Your sales team members have these insights everytime they meet a website vistor.

Auto-recording of all calls with unlimited storage options.

READY TO CONNECT?

Put ZIP to work with Website Widget.

Connect your tools once. Then let ZIP use the same customer context across every sales workflow.

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