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
Creating a Zoom meeting involves the steps below:
- Enable the integration
- Choose services for meetings
- Add users to Zoom Meetings
- Book an Appointment
- Connect using join link
Also, you can
disable the integration.
I. Enable the integration
-
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.
-
Hover over Zoom Meetings and click the card.
-
The Overview tab opens up with details about the integration and its requirements. Click the Connect Zoom Meetings button.
-
You will be redirected to Zoom's login page. You can sign in or sign up.
Note: Sign in with Google is chosen for authentication in this illustration.
-
Read through the permissions listed and click Authorize.
- 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.
-
Click Edit to choose the required services.
-
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.
-
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.
-
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.
- Login to Zoom Meetings.
-
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.
-
A pop-up shows up. Enter the email address of the Zoho Bookings staff you want to add to Zoom Meetings and click Add.
-
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.
V. Connect using join link
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.
Support link in notification emails
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.
-
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.
-
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.
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