Zoom
The Zoom app for AgentlyLeads creates a Zoom meeting for each booking made on your booking page. When someone books a time with you, the meeting is created on your Zoom account and the join link goes out in their confirmation email and calendar invitation. If they reschedule, the same meeting moves to the new time. If they cancel, the meeting is deleted.
What you need
- An AgentlyLeads account. You set up booking pages under Settings → Scheduling.
- A Zoom account (any plan). The meetings are created on the Zoom account you connect, so they follow that account's settings and meeting-length limits.
Add the app
- Sign in to AgentlyLeads and open Settings → Scheduling → Availability.
- Under Zoom, click Connect Zoom.
- Zoom asks you to sign in, if you aren't already, and shows what AgentlyLeads will be allowed to do. Click Allow.
- You come back to AgentlyLeads with the message Zoom connected. The Zoom row now reads "Connected as" and your Zoom email.
You can also start from the AgentlyLeads listing in the Zoom App Marketplace. It sends you to the same page.
Use it
- Open Settings → Scheduling → Meeting types and edit a meeting type, or create one.
- Under Location, choose Zoom and save.
From then on, every booking of that meeting type gets its own Zoom meeting:
- Booked: the meeting is created on your Zoom account, and the invitee gets the join link with their confirmation.
- Rescheduled: the same meeting moves to the new time, so the link the invitee already has keeps working.
- Cancelled: the meeting is deleted from your Zoom account.
The booking also appears on your AgentlyLeads calendar and on the contact or lead it belongs to, with the join link attached.
If Zoom can't create a meeting, for example because the connection expired, the booking still goes through and AgentlyLeads tells you the link is missing, so you can send one yourself.
What AgentlyLeads can see
AgentlyLeads asks Zoom for four permissions and uses them only for the steps above:
| Permission | What it is used for |
|---|---|
| Create a meeting | Creating the meeting when someone books |
| Update a meeting | Moving it when a booking is rescheduled |
| Delete a meeting | Deleting it when a booking is cancelled |
| View a user | Showing which Zoom account is connected |
AgentlyLeads never reads your recordings, chats, contacts or meeting participants. Your Zoom access is stored encrypted. See the privacy policy for details.
Remove the app
You can disconnect from either side. Both remove AgentlyLeads' access to your Zoom account straight away.
From AgentlyLeads: open Settings → Scheduling → Availability and click Disconnect next to Zoom.
From Zoom:
- Sign in to the Zoom App Marketplace.
- Click Manage, then Added Apps (or search for AgentlyLeads).
- Next to AgentlyLeads, click Remove.
When you remove the app from Zoom, Zoom tells AgentlyLeads and we delete your stored Zoom access and account details. Meetings that were already booked keep their join links, so your invitees can still join them. New bookings on a Zoom meeting type will tell you that Zoom needs reconnecting.
Get help
See the contact page for how to reach us.