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Connections

Connect Zoom for meeting links

Connect your own Zoom account so video bookings, classes and instant meetings get a Zoom link by themselves.

Where to find it: Integrations → Video meetings → Zoom For everyone 2 min

Before you start

  • A Zoom account (free or paid).
  • Your owner has finished the Zoom set-up.

How it works

How it works, step by step

  1. You → CompanyFlowHQ: Tap Connect Zoom
  2. CompanyFlowHQ → Zoom: Zoom asks you to allow it — tap Allow
  3. Zoom → CompanyFlowHQ: For each video booking, Zoom makes a meeting
  4. CompanyFlowHQ → Your customer: The Zoom link goes in their emails

The steps at a glance

1Open Integrations2Connect Zoom3Allow on Zoom4Make it yourdefault
Step 1 of 4
  1. In the menu on the left, tap Integrations. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/integrationsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesIntegrationsSearch ⌘KMenuWebsiteAutomationsEmail MarketingTeam & HRIntegrationsSettingsGuides
  2. In Video meetings, next to Zoom, tap Connect Zoom.

    companyflowhq.com/integrationsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesIntegrationsSearch ⌘KVideo meetingsZoomNot connected…Connect ZoomIntegrationsVideo meetingsZoomNot connected…Connect Zoom
  3. Sign in to Zoom and tap Allow. You come back here and see “Zoom connected.”

    ZoomZoomAllow
  4. Tap Use this next to Zoom. It now shows Your default.

    companyflowhq.com/integrationsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesIntegrationsSearch ⌘KZoomYour defaultUse thisIntegrationsZoomYour defaultUse this

✅ How do I know it worked?

  • New video bookings show Join meeting, and the customer's confirmation email has the Zoom link.

⚠️ Common mistakes

Problem“Zoom isn't set up yet.”FixThe owner must finish the Zoom set-up first. Use Your own link meanwhile.
Problem“Zoom needs to be connected again.”FixTap Connect Zoom again — Zoom stopped accepting the old sign-in.

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