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Zoom Integration

LeadCenter offers seamless integration with the Zoom video conferencing platform. Once connected, the system automatically generates video conferencing details when someone books a call with you. You and your invitee will receive details via a confirmation email and calendar event.

Connect your Zoom account

To connect your Zoom account, follow the steps given below:

  1. Log in to your LeadCenter account.
  2. Click on Calendars in the left navigation menu.
  3. Click on the gear icon in the top right corner to access Settings.
  4. In the Basic details section, scroll down and click on Connect your Zoom account button.
  5. After signing in to your Zoom account, click the Allow button at the bottom.
  6. You’ll be redirected to the Calendar Settings page.
  7. Check the box next to Show in public calendar? located next to the Zoom meeting connection.
  8. Save these changes by clicking on the Save button.

Scheduling a Zoom meeting from internal calendar

1. In your calendar, click to create an appointment with contact

2. Under Meeting Type, select Zoom Meeting.

3. Click Create Appointment.

After your create the appointment, you and your invitee will receive Zoom details via confirmation email and calendar invite. The meeting will also show in your Zoom account under Upcoming Meetings.

Scheduling a Zoom meeting from Public Scheduler

Your clients will be able to book a Zoom meeting from your public scheduler page, you and your invitee will receive Zoom details via confirmation email and calendar event. The meeting will also show in your Zoom account under Upcoming Meetings.

Disconnecting Zoom Account

To disconnect your zoom account, go to calendar settings. In the basic details page, click on the disconnect link.

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