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:
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.
- 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.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
2Checkout Payment Integration
Super Admins and Admins can enable payments via 2checkout. Managers & Staff will not have access to this information. Zoho Bookings facilitates service enablers or service providers to collect payments through 2checkout. Info: This integration ...Mercado Pago Payment Integration
Super Admins and Admins can enable payments via Mercado Pago. Managers & Staff will not have access to this information. Zoho Bookings facilitates service enablers or service providers to collect payments through Mercado Pago. Info: This integration ...ScreenMagic SMS Integration
Who can do what? Super Admins and Admins can enable payments via ScreenMagic. Managers & Staff will not have access to this information. Zoho Bookings facilitates service enablers or service providers to send text notifications or reminders for ...Appointment Title Customization
What Does This Page Cover? Learn how to customize your appointment title and have more control on how you label and organize your appointments, enhancing organization and productivity. Availability This feature is available for all paid plans. Super ...GoToMeeting Integration (via Zoho Flow)
Super Admins and Admins can enable the integration with GotoMeeting via Zoho Flow. Managers & Staff will not have access to this information. Zoho Bookings allows you to run your business online efficiently by integrating with GoToMeeting via Zoho ...
New to Zoho LandingPage?
Zoho LandingPage Resources