Version: 1.0 Integration Type: OAuth 2.0 Last Updated: October 2025
Overview
Our CRM integrates with Zoom to automate meeting creation whenever customers
book appointments through your booking page. Connect your Zoom account once; when a booking is made,
we create the Zoom meeting and attach the join link to the booking. You stay in control and can
disconnect at any time.
Scope of this integration: create meetings only (no reschedule/cancel, no recordings/transcripts).
Where to find the Zoom integration in the CRM
Go to Settings → Business Foundation → Business Integration → Video & Messaging → Zoom and click Connect.
Video Tutorial
Note: The video shows an older consent screen with additional scopes, but the connection and booking flow demonstrated is still accurate for today’s minimal scopes.
Features & Capabilities
What You Can Do:
Automatic Meeting Creation — a Zoom meeting is created when a customer books
Email Notifications — branded confirmations include the Zoom join link
Lead Integration — schedule from a lead profile with pre-filled details
Secure Connection — OAuth 2.0 with encrypted token storage
Full Control — disconnect anytime to revoke access
Getting Started
Prerequisites
Active Zoom account (Free, Pro, or Business)
CRM account with permissions for Settings → Business Foundation → Business Integration
Modern browser (Chrome, Firefox, Safari, or Edge)
Step 1: Connect Your Zoom Account
Log into your CRM dashboard.
Go to Settings → Business Foundation → Business Integration → Video & Messaging → Zoom.
Click Connect (or Connect Zoom Account on some tenants).
You’ll be redirected to Zoom’s secure authorization page.
Step 2: Authorize Permissions
When redirected to Zoom:
Sign in (if prompted).
Review the requested permissions:
Create meetings on your behalf
View basic user info to display “Connected as …” (if enabled)
Click Allow to grant access.
Step 3: Confirmation
After authorization:
You’ll be redirected back to the CRM.
A success message confirms the connection.
(Optional) Your connected Zoom email is displayed.
Status shows Active.
Using the Integration
Our Booking System
Once connected, share your branded booking link. When a customer picks a slot and submits,
our system creates a Zoom meeting and stores the details with the booking.
Setting Up Your Booking Events
Step 1: Create a Booking Event
Navigate to your booking dashboard.
Click Create New Booking Event.
Configure:
Event name and description
Duration and buffer time
Branding options
Step 2: Set Your Availability
Select available days.
Define time slots per day.
Confirm timezone preferences.
Add overrides/blackout dates if needed.
Save your availability.
Customer Booking Experience
Select Date & Time
Live availability
Local timezone display
Enter Information
Name, email, phone
Optional agenda
Choose Platform
Zoom — creates the Zoom meeting via your integration
Google Meet — if configured
Confirm Booking — submit to finalize.
What Happens After Booking
🔄 Automatic Process Flow:
Meeting Creation: We create a Zoom meeting for the selected slot.
Emails: You and your customer receive confirmations with the Zoom link.
Calendar: Add to calendar via attached .ics file.
CRM: The booking record shows the Zoom Join URL & Meeting ID.
Customization Options
Branded Booking Pages — your logo, colors, and messaging
Email Templates — customize confirmation emails
Meeting Types — different booking events per purpose
Team Scheduling — let customers book specific team members
Permissions Explained
We request only the permissions needed for today’s functionality:
Permission
Why We Need It
Create Meetings
Create a Zoom meeting when a booking is submitted.
View User Info (optional)
Display your connected Zoom email in Settings.
Note: We do not request delete/update/summaries permissions for Zoom. If you need to change or cancel a meeting, do so directly in Zoom and update your booking notes in the CRM.
Security & Privacy
Your Data is Protected
Zoom OAuth tokens are encrypted at rest.
We never store your Zoom password.
No Zoom recordings or transcripts are stored by us.
We follow applicable data-protection best practices.
You're in Control
Disconnect the integration anytime from Settings → Business Foundation → Business Integration → Video & Messaging → Zoom.
All stored tokens are deleted immediately on disconnect.
You can reconnect whenever you need to.
Disconnecting the Integration
If you need to disconnect:
Go to Settings → Business Foundation → Business Integration → Video & Messaging → Zoom.
Find the Zoom card and click Disconnect or Remove.
Confirm your choice.
What happens when you disconnect:
Access is immediately revoked.
All stored tokens are deleted.
Existing meeting records remain in your CRM with details already stored.
You can reconnect anytime.
Troubleshooting
Common Issues & Solutions
Can’t find “Business Integration”
The path is Settings → Business Foundation → Business Integration → Video & Messaging → Zoom.
Make sure your role has permission to view Business Integration.
Meeting creation failed
Check that Zoom shows as Connected in Business Integration.
Try disconnecting and reconnecting the integration.
Ensure your Zoom account is active.
Authorization expired
Reconnect via Settings → Business Foundation → Business Integration → Video & Messaging → Zoom.
Sign in again on the Zoom consent screen if prompted.
Customer can’t find the Zoom link
Open the booking record and copy the Join URL.
Ask the customer to check spam/promotions folders.
Frequently Asked Questions
Q: Is my Zoom account information secure?
A: Yes. We store OAuth tokens encrypted and never see your Zoom password.
Q: Can I use a free Zoom account?
A: Yes, Free/Pro/Business are supported.
Q: Do you reschedule or cancel meetings in Zoom?
A: Not yet. For now, make changes in Zoom and update your booking notes.
Q: Can multiple team members connect Zoom?
A: Yes. Each team member can connect their own Zoom from Settings.