Overview of Web Conference Integration Setup
You can setup and enable web conferences using either Microsoft Teams or Zoom.
- To implement the integration with Microsoft Teams, follow the instructions in the How do I integrate Microsoft Teams with Redwood User Experience? playbook.
- To set up Zoom, follow the instructions in the topic Configure Zoom Web Conference for Your Sales Application
In both cases, you must enable web conferencing for appointments so that web conferencing can be used in orchestrations. For steps, see the topic Enable Web Conferencing for Appointments.