How to get started with integrations in Zoom

As a Zoom user, you have the option of integrating your workflow with third-party vendors in order to speed up your processes. You can learn more about the available apps in the Zoom App Marketplace, which can be found at www.zoomappmarketplace.com. In addition, some integrations can also be enhanced with extensions and plugins.

Installing plugins include the Microsoft Outlook plugin, the Google Chrome extension for synchronizing Google Calendar with Google Schedule, the Firefox add-on for synchronizing Google Schedule with Skype for Business (Lync), and many other options. A Zoom web add-in for Outlook can also be installed through your Office 365 admin account.

The SAML 2.0 based single sign-on capabilities of Zoom can be configured with identity providers.

You can also integrate Zoom with REST APIs, Desktop SDKs, or MobileRTCTM stacks in the Zoom Marketplace.

Prerequisites for getting with integrations

  • With Zoom, you can sign up for a free account with credit or charge, a pro account, an API account, or an education account

Note: Documentation for some integrations specifies additional prerequisites that must be met.

Instructions

Configuring Integrations in your Zoom Web Portal

Using Zoom’s web portal, you can configure integrations by logging in and navigating to the Integrations section.

Note: It is now possible to find plenty of integrations in the Zoom Marketplace, although for legacy purposes it might be possible to configure some of these through the Zoom web portal. Our recommendation is to configure the Marketplace app for the best user experience for integrations available on both the web portal and the Marketplace.

  • Google Calendar – Setting this value determines whether an option for adding Google calendar to the calendar is provided when setting up a meeting. The option will not be displayed if this value is not set to on. Google Calendar is also supported.
  • Google Drive – Mobile users can share Google Drive files with each other from this setting. By disabling this setting, Android and iOS users won’t be able to share from Google Drive.
  • Dropbox – Dropbox files can be shared with users joining from a mobile device. A Dropbox option will not be available if this feature is disabled.
  • Box – With this setting, users can share files from their Box account from their mobile device. The Box option will not be available on Android or iOS devices if this is disabled.
  • Microsoft OneDrive – Mobile users who connect with their Microsoft OneDrive accounts can share files from their OneDrive accounts with their friends. Sharing from an Android or iOS device won’t have the OneDrive option if it’s disabled.
  • Eloqua – Using the Eloqua integration, prospective webinar attendees can be enrolled into your Eloqua campaign along with the webinar registration form.
  • Epic – You can use the Epic integration to start a tele-health video session from the Epic appointment when a Zoom meeting link is added. For additional information, please click the link below. In the Zoom Marketplace, there is a brand new Epic integration that has just been released into beta. Click here to learn more.
  • Gmail – You can join a scheduled meeting or start an instant meeting in Gmail using the add-on. For more information, visit the Gmail add-on page.
  • HipChat – Zoom meetings can be scheduled, viewed, and started via HipChat. Check out the HipChat integration for more information.
  • HubSpot – By integrating Hubspot with Zoom Webinars, you will be able to send out custom confirmation emails to attendees of Zoom Webinars. The HubSpot integration can be set up in the Zoom Marketplace if you’re setting it up for the first time.
  • InfusionSoft – As a result of the InfusionSoft integration, Zoom Webinar attendees can register and follow up through InfusionSoft using the Zoom landing page. The InfusionSoft integration can be set up in the Zoom Marketplace if this is your first time setting it up.
  • Kaltura – When a meeting has ended, using the Kaltura – Zoom integration, you can automatically upload the recordings created by Zoom Cloud to Kaltura. For the first time, you can setup the Kaltura integration from the Zoom Marketplace if you are setting it up for the first time.
  • LTI – In order to easily share information about meetings in your courses, you can configure a Zoom provider that supports LTI v1.1.1 with the LTI integration. It is easy to configure your LTI integration for the first time in the Zoom Marketplace when you are setting it up for the first time.
  • LTI Canvas – By integrating LTI Canvas with Zoom, you will be able to set up Zoom meeting start and join from Canvas from the LTI Canvas integration. For the first time you can set up your Zoom Canvas integration in the Zoom Marketplace if it is the first time you are doing so.
  • LTI D2L – The Zoom integration with BrightSpace (D2L) enables you to join/start a Zoom meeting directly from your BrightSpace course calendar, and view and share recorded content from your Zoom meeting. It is possible to set up D2L integration in the Zoom Marketplace for the first time if this is your first time setting it up.
  • LTI Moodle – By integrating Zoom for Moodle, you are able to begin Zoom meetings right from your Moodle course. Setup for Moodle LTI integration in the Zoom Marketplace is easy if you are new to it.
  • Marketo – With the Marketo integration, you will be able to capture data from Zoom Webinars participants and push it back into Marketo so you can make Marketo leads from Zoom Webinar participants. Check out the Marketo integration article to learn more.
  • Microsoft Teams – Zoom’s integration with Microsoft Teams enables you to begin an instant meeting or join an existing meeting using a Bot command through the Zoom App. The Zoom Marketplace is the place where you can set up Microsoft Teams for the first time.
  • Ontraport – With ONTRAPORT Smart Forms, Zoom Webinar attendees can register for Zoom webinars as well as manage their contacts via Ontraport. Check out our integration with Ontraport to learn more.
  • Office 365 – Zoom Meetings can be  webinar page. Here you will see a list of scheduled and updated within your Office 365 calendar events by the Office 365 Office 365 add-in. You can find out more about this Office 365 add-in by clicking here.
  • Panopto – After a meeting concludes, the Zoom cloud recordings will automatically be uploaded to Panopto through the Panopto integration. For more information, click here.
  • Salesforce – Zoom meetings can be scheduled and started from within Salesforce via the Salesforce integration. Check out the Salesforce integration for more information.
  • Salesforce Pardot – By integrating Salesforce with Pardot, you can automatically import webinar registrants into Pardot. When setting up the first time the Pardot integration, you can do it through the Zoom Marketplace, provided that you are either new to or already using it.
  • Slack (Legacy) – It is only visible if you configured the integration between Slack and Zoom before the release of the Zoom App for Slack. Slack has a legacy integration that enables you to start a meeting instantaneously, or participate in a scheduled meeting from within your channels, by using the slash command. To use this functionality, we strongly recommend upgrading to the latest version. Find out more about the Slack legacy integration.
  • Slack App – In addition to communicating instantly, Zoom Slack allows you to join or schedule meetings from within Slack channels. The recording link will also be shared within the channel if the meeting was recorded to the cloud. Slack integration can be set up in the Zoom Marketplace for the first time.
  • Zapier – In the Zapier integration, actions will be triggered in Zoom when something happens in another app, or actions will be triggered in the other app when something happens in Zoom. This can be used for the integration of Zoom with services where a direct integration could not be made possible. Click here for details on how to use Zapier to integrate Zoom.
  • Zendesk – It is through Zoom and Zendesk’s integration that Zendesk agents are able to offer live meetings or schedule meetings directly from Zendesk. Also, if a meeting is recorded to the cloud, then a link to the recording will be added to the internal notes section. For more information please refer to this blog post. Zendesk bots are also available in the Zoom Marketplace. The Zendesk bots will let you know whenever a Zendesk tickets is updated. Click here to learn more.
  • Workplace –  You can join an instant meeting with Zoom Bot for Workplace by Facebook or you can join an existing scheduled meeting with Zoom Bot. To set up the Workplace integration, you will need to go to the Zoom Marketplace, where you can get started under Manage > Integrations.

Frequently Asked Questions

 

Zoom is an online tool that makes it easy for you to schedule a Zoom meeting with potential prospects or check out the Zoom meetings that are planned for your team. A Skype for Business client can be used to join a Zoom meeting. There are also a number of other options available to you such as creating instant Zoom meetings or converting an existing event into a Zoom meeting, which you can schedule and start as soon as you are finished editing the event. By using your Outlook Calendar events, you can sync your Zoom Client’s free/busy times based on the times you have available.
 
  • Hive. There are many project management solutions on the market today, but Hive’s Zoom integration for project management is one of the best on the market, making Hive one of the leading companies in this field.
  • Google Calendar is a great tool for managing your schedule. As a first step, you can use Zapier to integrate Google Calendar and Zoom quickly, a tool that allows you to connect a wide variety of web-based apps in just a few clicks.
  • The Slack application.
  • MailChimp.
  • Salesforce.
  • Gong.
  • Coda.
  • Dropbox.
When you click on the Get Access token button in the app’s interface, you will be prompted to authorize the app. After you have completed that process, you will be taken to the app’s page that will allow you to authorize the app. Please use your API key to generate a GET request on the address https://api.zoom.us/v2/users by entering the URL https://api.zoom.us/v2/users after your account has been authorized. In the form, the field will be filled in automatically as soon as you submit it, but if you want to try running the test locally, you need to put the request here in order to run the test.
 
In the Integrations page, on the right side of the screen, you will see a button entitled New Integration that you can click in order to get started creating an integration. Under the integration option for Zoom Webinars, click Choose in order to proceed. Click on the Sign in to Zoom button in order to begin the configuration process. Sign in to your Zoom Admin account by entering your email address and password, then clicking the Sign In button.
 
Windows
  1. Sign into your Outlook account by opening the program and logging in.
  2. The first thing you need to do is select the File tab at the top of the window in the upper left corner.
  3. If you click on Info, then scroll to the bottom of the screen and select Manage Add-ins, you will find the Manage Add-ins option on the Navigation menu. To manage the add-ins in Outlook, a browser will be opened.
  4. If you are searching in the Add-Ins for Outlook window for Zoom for Outlook, click the Add button and you will then be able to add the add-in to Microsoft Outlook.

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