The Zoom integration with Mainflow simplifies the scheduling and management of online meetings, providing options for audio, chat, and video calls.
Follow these straightforward steps to integrate Zoom with Mainflow and begin hosting seamless virtual meetings.
Setting Up Zoom Integration #
To connect Mainflow with Zoom, you’ll need some credentials. Start by visiting the Zoom Marketplace, logging in or creating a new Zoom account.
Create Zoom App #
You have to create a Zoom App in order to get the credentials for the integration. On the top right side, you will find the Develop button hover over the button and you will find the Build App option click on it.
Here you need to select the app type Server-to-Sever OAuth App then click on the Create button.
Now give a name to your App then click on the Create button.
App Credentials #
After creating your app, you’ll be redirected to the App Credentials page where your credentials will be displayed. Copy these credentials and keep them on hand for later use to complete the integration.
Information #
On the Information page, there are some mandatory fields those are Basic Information Fields App Name, Short Description, Company Name, and Developer Contact Information ( Name, Email ). You have to give this information and then click on the continue button.
Feature #
In the feature section, you don’t need to change anything so you can simply skip the feature section.
Scopes #
Here you have to add four scopes. Click on the Add Scopes button and a pop-up will come up.
Select the following scopes from the Meeting and User Scopes then click on the Done button and continue:
From Meeting go to View and manage all user meetings and select these three scopes:
- Delete a Meeting (meeting:delete:meeting:admin)
- Update a Meeting (meeting:update:meeting:admin)
- Create a meeting for a user (meeting:write:meeting:admin)
From User go to View all User information then select ‘View a user (user:read:user:admin)’.
Activation #
Once you have completed the above steps the Activation step will come. Simply click on the Activate your app button. This completes the process of creating a Zoom app.
Configuring Zoom With Mainflow #
Once your Zoom app is created, you can now connect Zoom to Mainflow. Go to the Mainflow Dashboard and navigate to Settings > Zoom. Click on the Connect Your Zoom Account button.
Now a popup will appear paste your copied Zoom App credentials here and click on Save & Validate Credentials.
Mainflow and Zoom are now successfully integrated. The connected host will be visible here. To link another user account from Mainflow to Zoom, click the Add New User Account button.
To connect a new user account, create another app from a different Zoom account and follow the same process.
Zoom Integration From Host Setting #
Zoom can also be set up directly from the host settings. Go to Booking Calendars in Mainflow and click the Host Settings button on the host/calendar’s profile.
Now go to the Zoom Integration and press the Connect with Zoom Account button.
Now a popup will appear in the same way for your Zoom App credentials here paste your copied credentials here and click on Save & Validate Credentials.
Add Zoom to the Event #
Once the integration is complete, you can add Zoom to your event. In the Event Location section, you’ll find the Zoom link for your meeting.
Both the host and attendees will receive the Zoom video link via notification email. You’ll also be able to view your meetings directly in your Zoom account, as shown below.
If you have any further questions or need assistance with this integration, feel free to contact our support team. We’re here to help!