Zoom Meetings Integration | Help - Zoho Bookings

Zoom Meetings Integration

Super admins and admins can configure, view and modify the Zoom Meetings integration. Managers & staff will not have access to this information.

Zoho Bookings allows support, sales, and other customer-facing teams to offer online consultations through appointments by integrating with  Zoom Meetings. Zoom is a cloud-based video and audio collaboration software. With this integration in place, businesses can help their customers schedule online consultations with them.

This integration requires that you have a  suitable plan with Zoom Meetings to schedule a desired number of online consultations for participants.

The Flow

          

Setting up Zoom Meetings

I. Enable the integration

  1. Click Integration on the top right corner of the menu panel. Then select Video Conferencing. You will see Zoom Meetings integration listed under the Tools Available section.


  2. Hover over  Zoom Meetings and click the card.



  3. The  Overview tab opens up with details about the integration and its requirements. Click the Connect Zoom Meetings button.



  4. You will be redirected to Zoom's login page. You can sign in or sign up.
    Note:
    You can integrate any Zoom account, regardless of whether it uses the same email address as in Bookings. However, for staff members who will host online meetings, their Bookings email address must be added as users in Zoom as explained in step III



  5. Read through the permissions listed and click Authorize.



  6. Once you authorize Zoom Meetings, the Configure tab lists all the one-on-one services created. 


II. Choose services for meetings

You can select the required  one-on-one services to  create Zoom meetings.
  1. Click  Edit  to choose the required services.



  2. Pick the required services and click Save. The selections are retained.


    Note: When an appointment is booked for a service, say 'Remote Support', a corresponding meeting will be made available in Zoom Meetings.

  3. The Preferred Meeting Mode shows Zoom Meeting for the services chosen above. 



Enable meetings on creating services

You can enable creating a Zoom meeting while creating a one-on-one service.
  1. Add a new  one-on-one service. Choose Zoom Meetings from the Preferred Meeting Mode dropdown.
    Note: Zoom Meeting option will appear in Preferred Meeting Mode only when the integration is enabled.


III. Add users to Zoom Meeting

Let's see how to add a Zoho Bookings staff (shown below) as a user in Zoom Meetings to be able to conduct online meetings.
Note: Zoom meetings will be created only for staff added as users in Zoom.
  1. Login to Zoom Meetings.

  2. Navigate to  User Management Users under ADMIN. Click + Add Users.
    Note: If you own a free Zoom Meetings account, you might be required to pay in order to add users.


  3. A pop-up shows up. Enter the email address of the Zoho Bookings staff you want to add to Zoom Meetings and click Add.



  4. User is added in Zoom Meetings.
    Note: You can add users and set roles in Zoom as required.

IV. Book an appointment

Customers book an appointment with the service configured to create online meetings as a  guest user or  customer portal user.
The summary page displays the appointment details along with the meeting details.



Once an appointment is booked, the meeting will be created in Zoom against the respective Zoho Bookings user. The booked meeting appears under the  Meetings > Upcoming section in Zoom Meetings. The staff can click Start to begin the meeting.


Note: Once the appointment is booked,  email notifications can be sent to both the staff and/or the customer on booking, rescheduling and cancelation of appointments.
The support link can be included in  notification emails using  Meeting Info from the  Variables list. The variable  %meetinginfo% populates the Zoom meeting link.



Email notification for Staff



Email notification for Customer



The configured staff can  host the meeting. The participant(s) can then  join the meeting and start collaborating.

Disable the integration

If you do not want to create Zoom meetings for events in Zoho Bookings, you can disable the integration.
  1. Navigate to Integration --Video Conferencing. Click Zoom Meetings and click the More option icon at the right top corner of the screen in the Overview section.



  2. Click  Disable Zoom Meetings. Zoom Meeting is now disabled.


    Note: Once the integration is disabled, Zoom meetings will not be created automatically. But meetings created for previous appointment triggers will be still in tact.

Plans supporting this feature

Product/Service
Applicable Plans
Zoho Bookings
Basic/Premium
Zoom Meetings
Any suitable plan

Note: You can view all the pricing plans for Zoho Bookings here.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                            Manage your brands on social media

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  Zoho Sheet Resources

                                                   

                                                      Zoho Forms Resources


                                                        Secure your business
                                                        communication with Zoho Mail


                                                        Mail on the move with
                                                        Zoho Mail mobile application

                                                          Stay on top of your schedule
                                                          at all times


                                                          Carry your calendar with you
                                                          Anytime, anywhere




                                                                Zoho Sign Resources

                                                                  Sign, Paperless!

                                                                  Sign and send business documents on the go!

                                                                  Get Started Now




                                                                          Zoho TeamInbox Resources



                                                                                  Zoho DataPrep Resources



                                                                                    Zoho DataPrep Demo

                                                                                    Get a personalized demo or POC

                                                                                    REGISTER NOW


                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now









                                                                                                          • Related Articles

                                                                                                          • Microsoft Teams Integration

                                                                                                            What does this page cover? Learn how to integrate Microsoft Teams with Zoho Bookings to conduct virtual meetings. Availability This integration can be accessed by Zoho Bookings users of all plans. Super admin and admin can access this integration. ...
                                                                                                          • Zapier Integration

                                                                                                            Super Admins and Admins can enable Zapier integration. Managers & Staff will not have access to this information. Zoho Bookings partners with Zapier to accomplish your extended integration needs using Zaps. Zapier is an online automation tool that ...
                                                                                                          • Zoho Meeting Integration

                                                                                                            Super Admins and Admins can enable Online Meeting for a Service. Managers & Staff will not have access to this information. Zoho Bookings allows you to offer services online by integrating seamlessly with Zoho Meeting. Zoho Meeting is our in-house ...
                                                                                                          • Google Meet Integration

                                                                                                            Super admins and admins can configure this integration. Managers and staff will not have access to this information. Google Meet is a video conferencing tool that enables users to have online meetings, share screens, and collaborate in real time. By ...
                                                                                                          • Troubleshooting - Passcode not available for Zoom Meetings

                                                                                                            If your customer tries to join the Zoom meeting using the link, but couldn't join as it requires a passcode, then follow the below steps. Sign in to your Zoom account. Click My Account in the top right corner. Click Settings in the left side options. ...
                                                                                                            Wherever you are is as good as
                                                                                                            your workplace

                                                                                                              Resources

                                                                                                              Videos

                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                              eBooks

                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                              Webinars

                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                              CRM Tips

                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                Zoho Show Resources