Zoom Integration

Benefits

• Automatic Meeting Links: Zoom links created for each booking
• Professional Video Calls: Use your Zoom account settings
• Dial-In Numbers: Phone dial-in options included
• Recording Options: Use your Zoom recording settings

Connecting Zoom

1. Go to Settings > Integrations
2. Find Zoom
3. Click Connect
4. Sign in with your Zoom account
5. Authorize SalesCal

Required Permissions

SalesCal requests these Zoom permissions:

Setting Up Events for Zoom

To use Zoom for an event:

1. Go to your event settings
2. Find Location setting
3. Select Zoom
4. Save changes

All bookings for this event will use Zoom.

How Zoom Sync Works

New Bookings

When someone books:

1. Zoom meeting created via API
2. Meeting link generated
3. Link stored with booking
4. Link included in confirmation

Meeting Details Created

Each Zoom meeting includes:

• Topic: Event name with lead name
• Start Time: Scheduled time
• Duration: Event duration
• Settings: Your Zoom account defaults

Rescheduling

When rescheduled:

• Zoom meeting updated
• Same link remains valid
• New time reflected

Cancellation

When cancelled:

• Zoom meeting deleted
• Link no longer works

Zoom Meeting Links

Link Format

https://zoom.us/j/1234567890?pwd=xxxxx

What's Included

• Join URL for one-click access
• Meeting ID for manual entry
• Password (if required)
• Dial-in phone numbers

Zoom Settings

Your Zoom account settings apply:

• Waiting Room: If enabled, host admits attendees
• Recording: Auto-record if configured
• Password: Required based on your settings
• Join Before Host: Based on your settings

Recommended Settings

For sales calls:

• Enable waiting room for control
• Allow join before host (optional)
• Disable recording unless needed
• Keep default password protection

Multiple Hosts (Team Events)

For team events with Zoom:

• Meeting created on assigned host's Zoom
• Each host needs Zoom connected
• Links unique to each host's account

Setup:

1. Each team member connects Zoom
2. Create team event with Zoom location
3. Bookings create meetings on assigned host's Zoom

Troubleshooting

"Failed to Connect"

• Verify Zoom account is active
• Check Zoom subscription (some features require paid plans)
• Try disconnecting and reconnecting
• Clear browser cache

No Meeting Link Generated

• Verify Zoom is selected as location type
• Check connection is active
• Ensure Zoom account has meeting creation rights
• Check for Zoom API limits

Wrong Zoom Account

• Disconnect current connection
• Sign out of Zoom in browser
• Reconnect with correct account

Meeting Link Not Working

• Verify meeting wasn't cancelled
• Check if meeting was rescheduled
• Confirm Zoom account is active
• Look for Zoom error messages

Team Member Zoom Not Working

• Each member must connect individually
• Verify their connection is active
• Check they have Zoom meeting privileges

Zoom vs. Google Meet

Choose Zoom if:

• You prefer Zoom's interface
• You need dial-in numbers
• You want more meeting controls

Choose Google Meet if:

• Simpler setup (just Google Calendar)
• Already using Google Workspace
• Don't need advanced features

Disconnecting Zoom

To remove the connection:

1. Go to Settings > Integrations
2. Find Zoom
3. Click Disconnect
4. Confirm

Note: Existing Zoom meetings remain but new bookings won't create Zoom links.

Zoom Account Requirements

Free Zoom Account

• Can create meetings
• 40-minute limit on group meetings
• Basic features

Pro/Business Zoom

• No time limits
• Additional features
• Recommended for business use

Privacy & Security

• SalesCal only creates meetings, doesn't access recordings
• Meetings created under your Zoom account's privacy settings
• Data follows your Zoom security configuration

Best Practices

Consistent Experience

• Use same video platform for all events
• Or clearly label which events use Zoom

Test Before Launch

• Book a test meeting
• Verify Zoom link works
• Check settings are correct

Account Maintenance

• Keep Zoom account active
• Monitor API usage
• Update Zoom when prompted

Related Guides

• Google Calendar Integration - Alternative with Google Meet
• Creating Events - Setting up event locations
• Managing Meetings - Using meeting links