The Zoom Integration feature allows you to generate unique meeting links for appointments within the Team Calendar section of your system. (To learn more about setting up team calendars, check out our calendar tutorials.) If you yourself are your team, you can create a “Team” of 1 person for your team calendar. Follow these steps to learn how to Integrate your Zoom account.
Step 1: Integrating Zoom
Step 2: Setting Up Zoom Links For Your Calendars
OPTION A: You can set User Availability to default to using dynamic Zoom links for all bookings.
This will set up your system to use dynamic Zoom links for all calendar bookings.
OPTION B: Setting Up The Team Calendars Individually
Step 3: Testing the Calendar
NOTE: If using a team calendar, you can see Zoom meetings scheduled within the CRM displayed in your Zoom account. In your Zoom account, navigate to “Upcoming Meetings” and you’ll see them listed here.
Sign Up For Our Free Automation Training