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Calendar & video

Live

Zoom CRM integration

The Zoom CRM integration connects your Zoom account over OAuth so a Zoom meeting is created automatically whenever someone books time with you — the join link lands on the invite, confirmation and timeline.

Category
Calendar & video
Direction
Outbound
Auth
OAuth
Setup
~2 min

What the Zoom integration does

Auto-created meetings

Every booking generates a Zoom meeting with the join link attached.

OAuth connect

Sign in with Zoom once; revoke anytime.

On the timeline

The join link surfaces on the booking confirmation and the contact timeline.

What syncs

Zoom meetingsOut of CRM

How to connect Zoom

  1. 1Open Settings → Marketplace in KudosCRM.
  2. 2Click Connect on the Zoom card.
  3. 3Sign in with Zoom and approve access.
  4. 4Choose Zoom as the conferencing option on your booking links.

Popular workflows

  • Create a Zoom meeting automatically for every booking.
  • Surface the join link on the confirmation and timeline.
  • Pair with Google Calendar so the meeting syncs to your calendar.

Powers in KudosCRM

More in Calendar & video

FAQ

Zoom — questions

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Connect Zoom to your CRM

Set up in minutes over secure OAuth. Start free.