Zoom integration

The Zoom integration adds a unique Zoom meeting link to every booking automatically. When a prospect books an event whose location is set to Zoom, SalesCal creates a scheduled meeting on the host's Zoom account and includes the join link in the confirmation email, the calendar invite, and the meeting record.

What you can do with it

• Auto-generated meeting links — a new Zoom meeting is created for each booking, with no manual setup.
• Your Zoom account, your settings — meetings are created on the host's own Zoom account and inherit its plan, dial-in numbers, and recording configuration.
• Kept in sync — rescheduling a booking moves the meeting; cancelling a booking removes it.
• Works for teams — round-robin and multi-host events create the meeting on whichever host receives the booking.

Before you start

You need:

• A SalesCal account. Connecting Zoom is available to every team member — you connect your own Zoom account.
• A Zoom account. A free Zoom account can create meetings; Zoom's free plan applies a 40-minute limit to meetings, so upgrade your Zoom plan if your calls run longer.
• Permission to edit events, if you also want to set Zoom as an event's location (owners and admins).

You connect Zoom once per SalesCal user. Each host who runs Zoom calls connects their own account.

Adding the Zoom integration

Connecting Zoom authorizes the SalesCal app on your Zoom account through Zoom's standard OAuth consent screen.

Connect from the Integrations page

1. In the SalesCal sidebar, click Integrations.
2. Find the Zoom card under Available Integrations and click Connect.
3. A Zoom window opens. Sign in to Zoom if you aren't already signed in.
4. Review the permissions SalesCal requests (listed below) and click Allow.
5. The window closes and the Zoom card moves to Connected Integrations with a green Connected badge.

You can also connect Zoom during onboarding — the setup wizard has a Connect Zoom step — or from an event's Location setting when you choose Zoom before connecting.

If the window doesn't open, or the connection doesn't complete, see Troubleshooting.

Permissions SalesCal requests

On the Zoom consent screen you grant these permissions:

SalesCal does not request access to recordings, chat, contacts, or cloud storage.

Using Zoom with SalesCal

Set Zoom as an event's location

Use this when you want every booking for an event to take place on Zoom.

1. Open the event and go to its Settings.
2. Under Location, choose Zoom.
3. Save the event.

Every booking for that event now generates a Zoom link. If Zoom isn't connected yet, the Zoom option prompts you to connect first.

A Zoom meeting is created for each booking

Use case: a prospect books a call and needs a link to join.

When someone books an event set to Zoom, SalesCal automatically creates a scheduled meeting on the host's Zoom account with:

• Topic — the event name and the prospect's name (for example, Discovery Call with Jane Smith).
• Time and duration — the booked slot and the event's duration.
• Waiting room on and join before host off, so the host controls when the call starts.

Other behaviour — recording, passcodes, dial-in numbers — follows the host's own Zoom account settings.

Find the join link

Use case: the host or prospect needs to join the call.

The Zoom join link appears in:

• The booking confirmation email sent to the prospect and the host.
• The calendar event, if a calendar is connected.
• The Meetings page in SalesCal, on the meeting's row and detail view.

Reschedule a booking

Use case: the prospect picks a new time.

When a booking is rescheduled, SalesCal removes the original Zoom meeting and creates a new one for the new time. The join link changes — the updated confirmation email and calendar event carry the new link.

Cancel a booking

Use case: the prospect or host cancels.

When a booking is cancelled, SalesCal deletes the Zoom meeting. The old join link stops working.

Team and multi-host events

Use case: a round-robin event shared by several reps.

Each host must connect their own Zoom account. When a booking is assigned to a host, the meeting is created on that host's Zoom account, so the link always belongs to the person running the call.

Removing the Zoom integration

You can remove the integration from the SalesCal side, the Zoom side, or both. To fully end the connection, do both.

Option 1 — Disconnect in SalesCal

1. In the SalesCal sidebar, click Integrations.
2. On the Zoom card, hover the green Connected badge — it turns into a red Disconnect button.
3. Click Disconnect.

SalesCal immediately deletes the Zoom credentials it stored for your account (see How your data is handled).

Option 2 — Remove SalesCal from your Zoom account

This removes the SalesCal app from your Zoom account and revokes its access:

1. Sign in to your Zoom account and navigate to the Zoom App Marketplace.
2. Click Manage » Added Apps, or search for the SalesCal app.
3. Click the SalesCal app.
4. Click Remove.

What happens when you remove the integration

• New bookings on events set to a Zoom location no longer get an auto-generated link. The booking still completes; the confirmation email shows Zoom (link to be confirmed) so the host can add a link manually.
• Zoom meetings already created for past or upcoming bookings are not deleted — they stay on your Zoom account and their links keep working.
• SalesCal can no longer update or remove a booking's Zoom meeting when it's rescheduled or cancelled.
• For team events, removing the integration only affects the host whose Zoom account was disconnected. Other hosts are unaffected.
• You can reconnect at any time from the Integrations page.

How your data is handled

• SalesCal stores only your Zoom OAuth tokens, your Zoom user ID, and — per booking — the meeting ID and join link it created. SalesCal never accesses or stores Zoom recordings, chat, contacts, or cloud content.
• Disconnecting in SalesCal (Option 1) permanently deletes the stored access token, refresh token, token expiry, and Zoom user ID from SalesCal's database straight away.
• Removing the app in your Zoom account (Option 2) revokes SalesCal's access — the tokens stop working immediately and SalesCal can no longer reach your Zoom account. Also click Disconnect in SalesCal (Option 1) to clear the stored credentials at the same time.
• Zoom meeting IDs and links saved against past bookings remain in your SalesCal meeting history as a record of those meetings. They are not used to access Zoom after the integration is removed.

Troubleshooting

The connection window didn't open

SalesCal opens Zoom authorization in a popup window. If nothing happened, your browser most likely blocked it — allow popups for the SalesCal dashboard and click Connect again.

"Failed to connect"

• Make sure your Zoom account is active and you can sign in at zoom.us.
• Try disconnecting and reconnecting.
• Clear your browser cache, or try another browser.

No Zoom link on a booking

• Confirm the event's Location is set to Zoom.
• Confirm Zoom still shows as Connected on the Integrations page — reconnect if it shows an error.
• For team events, confirm the assigned host has Zoom connected.
• Bookings that completed while Zoom was disconnected won't have a link — reschedule the meeting, or add a link manually.

Wrong Zoom account connected

1. Disconnect Zoom in SalesCal.
2. Sign out of Zoom in your browser.
3. Sign in to the correct Zoom account, then reconnect in SalesCal.

A Zoom link isn't working

• The booking may have been cancelled — cancelling deletes the Zoom meeting.
• The booking may have been rescheduled — rescheduling creates a new link, so use the most recent confirmation email.
• Confirm the host's Zoom account is still active.

A team member's bookings have no Zoom link

Each host connects Zoom individually. Ask the host to open Integrations and confirm Zoom shows Connected.

FAQ

Do I need a paid Zoom plan? No. A free Zoom account can create meetings. Zoom's free plan applies a 40-minute limit to meetings — upgrade your Zoom plan if your calls run longer.

Which Zoom account is used for a booking? The connected Zoom account of the host the booking is assigned to. For team events, that's whichever host receives the booking.

Does SalesCal access my Zoom recordings? No. SalesCal only creates, updates, and deletes meetings. It never reads recordings, chat, contacts, or cloud storage.

I authorized Zoom but it still shows as not connected. The authorization window may have closed early. Open Integrations, click Connect on the Zoom card, and complete the Zoom Allow step. If it still fails, see Troubleshooting.

Can I use Zoom for some events and Google Meet for others? Yes. Location is set per event — choose Zoom on one event and another option on the next.

What happens to the Zoom link when a booking is rescheduled? SalesCal replaces the meeting with a new one for the new time, so the join link changes. Always use the link in the most recent confirmation email.

Does each team member need to connect Zoom? Yes. For multi-host events, every host runs calls on their own Zoom account and connects it individually.

Will removing the integration delete meetings that were already created? No. Existing Zoom meetings stay on your Zoom account. Only future bookings stop getting auto-generated links.

Contact support

Need a hand with the Zoom integration?

• In-app support — click the help button in the SalesCal dashboard to start a conversation with our support team.
• Help Center — browse guides and search articles at help.salescal.ai.

When you get in touch, include your account email and — if it's about a specific booking — the event name and meeting time, so we can help you faster.

Related guides

• Google Calendar integration — calendar sync, and Google Meet as a Zoom alternative
• Creating events — setting an event's location
• Managing meetings — meeting links, rescheduling, and cancellations