Zoom

Zoom is a video meeting app. Connecting Zoom to Resool lets agents create a Zoom meeting in a couple of clicks while chatting with a customer, with the join link dropped straight into the reply. You can also see the upcoming meetings you created for each contact and schedule Zoom meetings automatically from workflows, for example right after a lead asks for a demo.

#What you can do with Zoom

In the Inbox

• Create Zoom meeting from the composer: set the topic, start time and duration, and the join link is added to your reply.
• See the contact's Upcoming meetings that were created from Resool, with Join and Copy link buttons.
• Create meeting from the Zoom panel to get a new link copied to your clipboard.

On the contact page

• The Apps card shows a Zoom row with the contact's upcoming meetings.

In Workflows

• The Create Zoom meeting step schedules a meeting, and later steps can send its link with {{zoom.join_url}}.

#Before you begin

• You need a Zoom account that can host meetings. Meetings are created on the Zoom account you connect.
• In Resool, only workspace Owners and Admins can connect apps.

#How to connect Zoom to Resool

1. Go to Settings › Apps.
2. Open the Communication tab and click Connect on the Zoom card.

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Settings › Apps, Communication tab

The Zoom card with its logo, "Communication" category, description and Connect button, next to the Webex card.

File: screenshots/zoom-apps-card.png

1. The Connect Zoom dialog lists what Resool will be able to do after you approve: see your Zoom profile (name and email), create meetings on your Zoom account, and see your upcoming meetings. Click Continue.
2. Sign in to Zoom in the window that opens and click Allow.
3. You're returned to Resool and see Zoom connected. The card shows the connected account and a Disconnect button. Zoom has no other settings.

#How to create a Zoom meeting from a conversation

1. Open a conversation in the Inbox.
2. In the composer, click the Create Zoom meeting icon (the Zoom logo).
3. Fill in the dialog:
   • Topic: starts as "Meeting with" and the contact's name. Change it if you like.
   • Starts: pick a date and time, or leave it empty to start now.
   • Duration: 15, 30, 45, 60, 90 or 120 min.
4. Click Create meeting. You see Meeting created: its link is in your reply.
5. Add any text you want around the link and send the message.

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Inbox › open a conversation › composer › Create Zoom meeting

The "Create Zoom meeting" dialog with Topic "Meeting with Sara Ahmed", Starts set to tomorrow at 11:00, Duration 30 min, and the Cancel and Create meeting buttons.

File: screenshots/zoom-composer-dialog.png

#How to see a contact's Zoom meetings

1. Open a conversation and click the Zoom icon in the right-hand sidebar.
2. Upcoming meetings lists the meetings created from Resool for this contact that haven't happened yet, with their time and duration.
3. Click Join to start the meeting, or Copy link to share it.
4. To create another meeting, click Create meeting, fill in the form and confirm. The new link is copied to your clipboard.

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Inbox › open a conversation › Zoom icon in the right sidebar

The Zoom panel with "Upcoming meetings (2)", each meeting with its topic, date, duration and Copy link / Join buttons, and the Create meeting button below.

File: screenshots/zoom-inbox-panel.png

#How to use Zoom in Workflows

1. Open a workflow and add a step. In the Apps group, choose Create Zoom meeting.
2. Set the step:
   • Topic: starts as Meeting with {{contact.name}}. You can use other variables.
   • Starts: When the step runs, or 15 minutes, 30 minutes, 1 hour, 2 hours or 1 day later.
   • Duration: 15 to 120 minutes.
3. Add a Send a message step after it and include {{zoom.join_url}} to send the link to the contact.
4. Save and publish the workflow.

Later steps can also use {{zoom.start_time}}, {{zoom.topic}}, {{zoom.password}} and {{zoom.meeting_id}}.

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Workflows › open a workflow › add step › Apps › Create Zoom meeting

The "Create Zoom meeting" step panel with Topic "Meeting with {{contact.name}}", Starts "When the step runs", Duration "30 minutes", and the note listing the zoom variables; a Send message step below using {{zoom.join_url}}.

File: screenshots/zoom-workflow-step.png

If Zoom isn't connected, the step tells you to connect Zoom in Settings › Apps.

#How to disconnect Zoom

1. Go to Settings › Apps and click Disconnect on the Zoom card.
2. Confirm in the Disconnect Zoom? dialog.

Meetings already created stay in your Zoom account. You can connect again at any time.

#FAQ and troubleshooting

#Why doesn't the Zoom panel show a meeting I scheduled in Zoom?

The panel lists meetings created from Resool for that contact. Meetings you scheduled directly in Zoom aren't linked to a contact. If the meeting is on your Google Calendar with the contact invited, it appears in the Google Calendar panel.

#The panel says "Zoom refused the connection". What do I do?

Go to Settings › Apps, disconnect Zoom and connect it again.

#Whose Zoom account hosts the meetings?

The Zoom account that was connected in Settings › Apps. Every teammate's meetings are created on that account.

#Can the customer join without a Zoom account?

That depends on your Zoom account's meeting settings. Resool sends the standard join link created by Zoom.

#What's next?

• Webex
• Google Calendar
• Workflow steps
• Getting started with apps