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Zoom

Zoom

Overview​

Connecting Zoom lets LeadX host meetings over Zoom. Once an account is connected, scheduling a meeting with Zoom as the provider creates the meeting in Zoom and sends the joining details to the attendees.

Access​

  • Navigation path: Sidebar > Apps > Zoom
  • Route: /apps/zoom

Prerequisites​

You need a Zoom app created in the Zoom Marketplace, because LeadX authenticates as that app rather than as your personal login.

Create a Zoom Server-to-Server OAuth app in the Zoom Marketplace and paste its credentials here.

Connect A Zoom Account​

Click Add Account.

Choose How To Authenticate​

ModeUse it when
Server-to-ServerThe connection belongs to the company and should keep working without anyone staying signed in. This is the usual choice.
OAuthYou would rather authorise through a Zoom sign-in prompt.

Fields (Server-to-Server)​

FieldWhat it does
Configuration Name (required)A name for this connection inside LeadX, for example Company Zoom. Only your team sees it.
Account ID (required)From your Zoom Marketplace app.
Client ID (required)From the same Zoom app.
Client Secret (required)The app's secret. Entered as a password field and never shown back in full.

Steps​

  1. In the Zoom Marketplace, create a Server-to-Server OAuth app.
  2. Copy its Account ID, Client ID and Client Secret.
  3. In LeadX, go to Sidebar > Apps > Zoom and click Add Account.
  4. Choose Server-to-Server.
  5. Enter a Configuration Name and paste the three credentials.
  6. Click Add.

Table Details​

ColumnMeaning
NameThe configuration name you gave it
EmailThe Zoom account the connection belongs to
AuthWhether it uses Server-to-Server or OAuth
StatusWhether the connection is working
DefaultWhether this account is used when no other is chosen
Created At / Updated AtWhen it was connected, and when it last changed
ActionsView, edit and delete controls

Edit Or Delete A Connection​

Use the row actions to open, edit or remove a connection. Deleting one stops LeadX creating Zoom meetings through it — meetings already scheduled stay in Zoom.

Helpful Notes​

  • Before any account is connected the page shows Connect your first Zoom account.
  • If you connect several accounts, mark one as Default so LeadX knows which to use.
  • Individual members can also connect their own Zoom account under Member Settings. That is a personal connection; this page is the company-wide one.
  • Scheduling a meeting with Zoom as the provider creates it in Zoom and invites the attendees, so it reaches real people.