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Milestone CRM

Zoom for Milestone CRM

Milestone CRM · Last updated October 30, 2026

The Zoom app for Milestone CRM lets mortgage brokers offer Zoom video calls on their booking page. When a client books a video call, a Zoom meeting is created in the broker's own Zoom account and the join link is sent to the client automatically.

What you need

  • A Milestone CRM account (Premium plan, which includes the booking page).
  • A Zoom account (free or paid). Meetings follow your own Zoom settings, including the free plan's time limit.

Adding the app

  1. Sign in to Milestone CRM.
  2. Go to Settings › Booking and find the Zoom box.
  3. Click Connect Zoom.
  4. Sign in to Zoom if asked, review the permissions, and click Allow.
  5. You're returned to Milestone CRM, which shows the Zoom account you connected.

Using the app

  1. In Settings › Booking, choose Zoom as a meeting option on any of your booking types.
  2. When a client books that type and picks Zoom, Milestone CRM creates a scheduled meeting in your Zoom account. The join link goes into the client's confirmation email, the reminder, and your own calendar event.
  3. If the client or you reschedule, the same meeting is moved to the new time, so the join link stays the same.
  4. If the booking is cancelled, the Zoom meeting is deleted from your account.

Permissions the app uses

  • Create, update and delete meetings (meeting:write:meeting, meeting:update:meeting, meeting:delete:meeting): only for meetings made from your bookings.
  • Read your user profile (user:read:user): to show which Zoom account is connected.

The app does not access your recordings, chats, contacts, other meetings or anything else in your Zoom account.

Removing the app

You can remove it either way:

  • From Milestone CRM: go to Settings › Booking › Zoom and click Disconnect.
  • From Zoom: sign in to the Zoom App Marketplace, click Manage › Added Apps, find Milestone CRM and click Remove.

What happens to your data: when you disconnect, Milestone CRM deletes your stored Zoom access keys straight away and stops creating meetings. Meetings already created stay in your own Zoom account, and their links keep working. Milestone CRM keeps the booking itself (time, client and the meeting link) as part of your client records. You can ask us to delete any of it by emailinghello@milestonecrm.ca.

Support

Email hello@milestonecrm.ca. We usually reply within one business day. See also our Privacy Policy and Terms of Service.