Embed Zoom meeting links in proposals for seamless client conversations
Zoom is the video conferencing platform trusted by millions of businesses worldwide for meetings, webinars, and client calls. Integrating Zoom with Pitchsite lets you embed scheduling and meeting links directly into your proposals — making it easy for prospects to get on a call while they're at peak engagement.
A step-by-step look at how Zoom and Pitchsite work together.
Authenticate Pitchsite with your Zoom account via OAuth. Your Zoom meeting preferences and scheduler sync automatically.
Embed your Zoom Scheduler link or a direct meeting room link in your proposal as a "Book a call" button — visible right alongside your pricing and scope.
When a prospect signs the proposal, Pitchsite creates a Zoom meeting for the kick-off call and sends invites to both the client and your delivery team lead.
Proposal reminder emails automatically include a "Got questions? Jump on a 15-min call" Zoom link — personalised with the prospect's name and proposal reference.
After discovery calls, attach notes from the Zoom recording or transcript to the Pitchsite proposal record for context.
Real ways agencies use Zoom and Pitchsite together.
A prospect is on your proposal and clicks "Book a call." They're on Zoom with your sales rep in 15 minutes. The proposal is open in front of them — close in real time.
Remove the awkward "when works for you?" email chain. The kick-off Zoom invite is created and sent the moment the proposal is signed.
Run a Zoom webinar, then send personalised Pitchsite proposals to attendees who expressed interest. Include a 1:1 Zoom follow-up link for interested prospects.
When retainer renewal proposals go out, include a Zoom call link for clients who want to discuss next-year scope. Keep retention conversations personal.
Why agencies connect Zoom to Pitchsite.
Embed Zoom meeting links in proposals for seamless client conversations
Try Pitchsite free →No credit card required. Free to start.
Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →The basic Zoom integration works with a free Zoom account. For automatic kick-off meeting creation and Zoom Scheduler features, a Zoom Pro plan or above is recommended.
Yes. Zoom allows attendees to join via browser without a Zoom account — your prospects don't need to be Zoom users to join a meeting from your proposal.
Yes. Record your Zoom proposal walk-through, then share the Zoom recording link from within your Pitchsite proposal as a video overview section.
Yes. Zoom Scheduler (available on paid plans) integrates with the Pitchsite proposal booking flow for seamless scheduling without Calendly.
Other tools that work well alongside Zoom + Pitchsite.