Hello! In this guide, you’ll learn how to connect your Zoom account to your LeadCenter.ai calendar and automate meeting creation, summaries, and task generation.

LeadCenter integrates directly with Zoom, making it simple to schedule, track, and record meeting insights — all in one place.

1. Why Connect Zoom to LeadCenter?

Once connected, LeadCenter and Zoom work together to automate your workflow:

• Every time a contact books a meeting, a Zoom meeting link is automatically generated.
• Both you and your invitees receive confirmation emails with the Zoom link.
• If you enable Zoom’s AI Companion Meeting Summary, notes and tasks are automatically created and linked to the contact record in LeadCenter.

2. Connecting Your Zoom Account

To connect your Zoom account:

1. Go to your Calendar in LeadCenter.
2. Click on Calendar Settings (upper-right corner).
3. On the Basic Details page, scroll down to Connect your Zoom account.
4. Click Connect.

If you are already logged into Zoom, you’ll be asked to authorize LeadCenter’s access.

• Click Allow to complete the integration.
• Once connected, your Zoom calendar will automatically sync with LeadCenter.

3. Configuring Zoom Integration Options

After connecting, you’ll see two additional settings related to the Zoom Meeting Summary AI Companion.

Option 1: Enable Zoom Meeting Summary AI Companion

• When turned on, LeadCenter automatically imports summaries generated by Zoom’s AI companion.
• These summaries are added as notes under the corresponding contact and appointment.
• This feature helps you keep meeting recaps automatically recorded in your CRM.

Option 2: Create Tasks from Zoom Meeting Summaries

• If enabled, tasks are automatically generated from the action items mentioned in the meeting summary.
• The tasks are:
  • Added to LeadCenter’s Task List, and
  • Automatically assigned to you as the task owner.

To enable both:

1. Check both boxes next to these options.
2. Click Save to apply your settings.

4. Making Zoom Available in Shared Calendars

If you want Zoom to appear as a meeting location option in shared or public calendars, make sure to:

• Check the “Make Zoom available in shared calendar” box, and
• Click Save again to confirm.

This allows your clients and prospects to automatically receive Zoom links when booking through your public booking page (e.g., via BookMyTime.ai).

5. Scheduling a Zoom Appointment

Once your Zoom account is connected, you can start creating appointments that automatically include a Zoom link.

Example: Creating a Zoom Appointment

1. Go to your Calendar and click Create Appointment with Contact.
2. Enter a Subject — e.g., Review Meeting.
3. Under Location, select Zoom.
4. Choose a Category (e.g., Client Review).
5. Set the Date and Time.
6. Click Save.

After saving:

• The Zoom meeting link is automatically generated and added to the appointment.
• Both you and the client receive confirmation emails with the meeting details.
• The meeting also appears in your Outlook or Google Calendar, with the Zoom link added to the Location field.

Summary

Tips

• Make sure your Zoom AI Companion is enabled in your Zoom account to use automatic summaries.
• Keep your Zoom credentials active — if the connection expires, reauthorize from Calendar Settings.
• For security, only authorized users with LeadCenter admin access can connect shared Zoom accounts.

By following these steps, you can seamlessly integrate Zoom with LeadCenter, automate meeting setup, and capture valuable insights through AI-powered summaries and tasks.

Thank you for watching!