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Zipteams: Get Started in just 5 minutes

Zipteams is a customer conversation intelligence platform that helps you keep all your customer conversations in one place and derive growth insights from it.

Start your customer & partner meetings on Zipteams meeting rooms to not lose any context, intent, or needs about them and use them to engage them better and make more fruitful business conversations.

Let’s get you started in just 10 steps:

1. Go to https://app.zipteams.com/signup to signup on Zipteams. Use your business Google or Microsoft (Outlook) email (in case you are on Gsuite or Outlook) or your business email to signup on Zipteams. Using Google or Microsoft email helps you schedule your meetings directly from your calendars.

 

2. Complete the onboarding process as directed on the screen. (In case your Google workspace or Otlook account is admin controlled and you are not able install addon, contact your IT admin to install the same.) 

3. That’s it, you are all set to use Zipteams. You will see a screen like the below once you signup and you can start having your conversations by adding customers & contacts.

4. Click on Add Customer to add your first contact/customer. 

5. You have your first contact added, check out the below red highlighted markers to know how you can schedule your first call and edit details about your contact.

 

6. To activate yourself for instant meeting requests from website/landing pages, simply turn on the left hand side bottom toggle. Ensure that you request your workspace admin to tag you to the website or landing pages for which you will be getting instant meeting requests. You should also download our chrome extension that will let you manage this from your Chrome browser itself. Add it here.

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7. You can also connect your CRM and Calendar to keep it in sync with Zipteams. Use the steps below for your CRM/Calendar to do that. 

8. That’s it. You are good to get started with Zipteams. Do note, all meetings on Zipteams are by default audio-recorded & transcribed. You will get the full audio recording and also deep analytics about your meetings on your dashboard.

So you don’t have to worry about any notes taking and rather get insights into your participant’s sentiment, their questions and next steps on the ‘Insights’ page about your calls as shown below.

Enjoy your meetings on smart meeting rooms. Happy Zipping!

INTEGRATIONS & ADDONS

How to connect your Google Calendar?

1. Go to your profile settings in the left-hand side bottom panel. Click on Integrations.

2. Click on Connect button on Google Calendar. 

3. You will be required to sign into your Google account to connect the account. 

4. Once it is connected, all your meetings scheduled on Zipteams will be auto-synced with your Google calendar.

How to connect your CRM?

1. Go to your profile settings in the left-hand side bottom panel. Click on Integrations.

2. Click on Connect button on the CRM you use. 

3. You will be required to sign into your CRM account to connect the account. 

4. Once it is connected, all your meeting recordings and notes on Zipteams will be auto-synced with your CRM.

How to install and add Zipteams to your Google Calendar?

1. If you are using Google calendar (https://calendar.google.com), you don’t need to add your contacts manually. Just install Zipteams Google Workspace Addon using the link below. In case your organization has already installed it, you will see it on your Google calendar as shown in step 7 already.

https://workspace.google.com/marketplace/search/zipteams?pann=ogb

2. Now refresh your Google Calendar, on the left you will see the addon installed. Click on Authorize to signin on Zipteams. You can do it only via your Google business email.

3. Once you have successfully authorized the addon, you will start seeing Zipteams as a video conferencing option when you schedule your meetings on Google calendar. Simply choose that and the conferencing link will auto-generate which will be sent to your contact. All your scheduled meetings on Zipteams will automatically be created on your Zipteams dashboard. 

4. Now just do your meetings as you normally do, your customers join the meeting using the link directly from their browsers (No installation required :)). 

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