Zoom Integration

For Small Business Marketer and Corporate Marketer packages, ActiveDEMAND provides customized appointment scheduling apps that integrates with Zoom Meetings. It is easy to build an appointment scheduler for all your sales staff and everyone else in your company with

• Link the schedule directly with your Google Calendar
• Automatically create Zoom links
• Automatically follow up with the attendees to ensure no one misses an appointment
• Create a custom appointment scheduler for every salesperson in your company
• White labeling is available for all schedules. 

 

Prerequisites

  • A paid Zoom Meetings Plan (not the free plan)
  • Have an ActiveDEMAND Small Business Marketer or Corporate Marketer subscription.
  • Admin access in both ActiveDEMAND and Zoom

 

 

Install the Zoom integration

 

To set up Zoom for your ActiveDEMAND account follow these steps:

  1. Zoom is tied to the appointment scheduler. Create an appointment scheduler for an employee  (Learn about appointment schedulers)
  2. In the appointment scheduler click 'add app'
  3. Choose Zoom
  4. Authenticate by clicking
  5. Click 'Authorize'

  6. ensure you click 'close'

That is it! Meetings will be added to your appontments. If you use the defaults for the invite settings, your Zoom meeting link will be included in the calendar link for your customers. 

 

The default appointment processing workflow will work as-is and your client meetings will have the embedded Zoom meeting URLs. You can use these dynamic fields

%APPOINTMENT.MEETING_DETAILS%
%APPOINTMENT.MEETING_JOIN_URL%

 

Removing the integration

Browse to your associated appointment scheduler and click the 'x' to delete the app.

 

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Comments

2 comments
  • At the moment we have the default GotoMeeting decision in the automation - how do I change the to use Zoom instead and send a zoom link?

    0
  • That same decision works for Zoom. We renamed the query to 'External Meeting URL'. Nothing changes in the workflow or the emails. Should just work.

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