Use Zoom and Smokeball to easily make phone calls from your contact cards and track all time you spend speaking with clients, attorneys, and other relevant parties in your matters.
Before you authorize:
- You must have a Zoom account set up prior to this process.
- You must be the admin/owner of your firm’s Pro-level (or higher) Zoom account to authorize the integration.
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Staff within the organization who have free Zoom accounts must be linked to the admin’s Pro account to appear in the mapped users.
- Learn more about creating a Zoom account.
- Learn more about Zoom account types.
- Learn more about managing Zoom users.
Authorizing Zoom in Smokeball
- Open Smokeball Settings.
- Select the Integrations tab.
- Select Zoom.
- Select the Authorize button and then select Save.
- If at any stage you need to de-authorize Zoom, you can click the Deauthorize button.
- Sign into Zoom using your account admin/owner credentials.
- You will be presented with a confirmation message once completed.Â
Minimum Meeting DurationÂ
- This is a setting used to control your Activity Tracking.Â
- If a meeting you are in falls under the selected time, no activity will be recorded.
Mapped Users
- Users are mapped from your Zoom account and matched up with the related Smokeball user. This feature is to allow Smokeball to know your Personal Meeting ID when you join a meeting in Zoom.
- You will see your Smokeball usernames appear in the left column and their Zoom Personal Meeting ID in the right column.
Notes:
- Users are mapped based on the email address listed in their staff card.Â
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Only enabled users are mapped to Zoom (if the person is only set up as a staff member, the mapping will not work).
- Please see Staff and Users for more information on managing your Smokeball accounts
- Mapping will automatically update as users are added to either Smokeball or Zoom.
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