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How to change the video conferencing channel in Apollo.io

Vimal KumarVimal Kumar·Last updated February 5, 2024

Apollo.io allows you to configure your preferred video conferencing platform for seamless meeting scheduling and management. This guide walks you through changing your video conferencing channel to ensure all your meetings use your chosen provider.

Quick summary

In this tutorial, you'll learn how to navigate to your Apollo.io conferencing settings and select a new default video conferencing channel. By the end, you'll have configured your preferred video provider for all future meetings.

Why this matters

Selecting the correct video conferencing channel in Apollo.io ensures consistency across your team's meetings and eliminates the need to manually switch between platforms. This streamlines your meeting workflow and improves productivity by reducing setup friction.

Step-by-step guide

  1. 1

    Click on Meetings

    Start by locating and clicking the Meetings option in your Apollo.io navigation menu. This will open your meetings dashboard where you can access conference settings.

    Click on Meetings
  2. 2

    Click on Settings

    Within the Meetings section, find and click the Settings option. This opens the configuration panel for your meeting preferences.

    Click on Settings
  3. 3

    Click on Connect

    Select the Connect option to access the video conferencing integrations. Here you'll find all available conferencing platforms that can be linked to your account.

    Click on Connect
  4. 4

    Select your video conferencing provider

    Click on the video conferencing platform you want to use. Apollo.io supports multiple providers, so choose the one that best fits your team's needs.

    Select your video conferencing provider
  5. 5

    Authorize the integration

    Follow the authorization prompts to connect your chosen video conferencing account to Apollo.io. You may be redirected to the provider's login page to grant permission.

    Authorize the integration
  6. 6

    Click Set as default

    Once authorized, click the Set as default button to make this your primary video conferencing channel. All new meetings created in Apollo.io will now use this platform by default.

    Click Set as default

Frequently asked questions

Common questions about how to change the video conferencing channel in apollo.io.

Can I change my default video conferencing channel later?

Yes, you can change your default conferencing channel at any time by returning to Settings > Connect and selecting a different provider. Simply click Set as default on your preferred platform, and future meetings will use that channel instead.

What video conferencing platforms does Apollo.io support?

Apollo.io supports major video conferencing platforms including Zoom, Google Meet, Microsoft Teams, and others. The available options will be displayed in your Connect settings, and you can integrate multiple providers if needed.

Do I need to authorize each video conferencing platform separately?

Yes, each video conferencing platform requires separate authorization to connect to your Apollo.io account. This ensures secure access to your conferencing credentials and meeting data.

Will changing my default channel affect existing meetings?

Changing your default video conferencing channel only affects new meetings you create going forward. Previously scheduled meetings will continue to use their original conferencing platform.

Can multiple team members have different default conferencing channels?

Yes, each user in Apollo.io can set their own default video conferencing channel independently. This allows team members to use their preferred platforms while working within the same Apollo.io account.

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