We've made it easier for you to to connect Zoom from three app pages:
AI Scheduler → Event creation - once Zoom is selected as "Event Location"
No matter from which page you initiate connection, the steps will be the same once you click on the "Connect" button:
Sign in to Zoom window will appear
Enter login credentials to sign in to your Zoom account
Make sure to allow all permissions by marking a checkbox
Confirm by clicking on the "Allow" button
Important note
For all events with Zoom set as location of the call, every host will have to connect their own Zoom account in order for a meeting link to be generated automatically.
Connecting Zoom from Integrations page
Connecting Zoom from Calendar Connections page
Connecting Zoom from Event details - Event location
If you select Zoom as the Event Location that is not connected with iClosed yet, you will see the error message with a button to connect Zoom directly from the event setup.
Pro tips
Overriding Passcode in Zoom
In case you're having a problem that your leads need to add a passcode to access the Zoom call, simply turn off "Personal Meeting ID (PMI) Passcode" in the Zoom settings.
This will help your leads access the call without any troubles.
How to set up one unique Zoom link, instead of the link that is automatically generated by iClosed
Before we begin, we need to stress out that this is not recommendable, due to too many manual actions a host would need to take, which may lead to potentially missed calls.
Here're steps for setting up this workaround:
1. Navigate to Events page, select event and update event location to zoom
2. Do not connect Zoom account (or disconnect), and save Event details
3. Update Notifications (all you're using)
- Make sure to remove Event Location variable and
- to place your Zoom link manually instead
4. Save all changes
Once leads start to schedule calls, you'll see red badge showing "Action Required" for each call. You will be able to remove it by clicking on every call and selecting "I have shared Zoom link with invitee"
Kindly note that this workaround can be applied only if there is one host per event.
In case of multiple hosts within an event, you would need to remove Meeting room zoom link from all Event notifications, and set Zapier or Make automation for sending out email reminders with specific meeting link for each and every host.