Zoom + Coeffection
Schedule, manage, and track Zoom meetings directly from contact and opportunity records. Supports both organization-wide setup (all users connected automatically) and individual account connections.
Everything you get with Zoom
6 powerful features, seamlessly integrated
Organization-Wide Connection
Admins can connect the entire Zoom account using Server-to-Server OAuth. All team members are connected automatically with zero setup on their end. Meetings, recordings, and call logs are attributed to each user by email.
Personal Connection
Individual users can connect their own Zoom account via OAuth. Ideal for solo users or teams not on a shared Zoom plan. Personal connections are automatically suspended when an admin sets up an organization connection.
One-Click Meeting Scheduling
Schedule Zoom meetings directly from any contact or opportunity record. Meeting links are automatically shared.
Auto-Recording Sync
Completed Zoom recordings and transcripts are automatically attached to the related contact's activity timeline.
Zoom Phone Integration
Make and receive calls via Zoom Phone. Call logs, SMS messages, and voicemails are tracked on contact records. Includes a built-in dialer and screen pop for incoming calls.
Meeting Transcripts
AI-generated transcripts from Zoom meetings are linked to contact records for searchable meeting history. Speakers are matched to CRM contacts automatically.
Setup in minutes
Bring your own API key — connect and go
- 1
Choose a connection mode: Organization (recommended for teams) or Personal.
- 2
For Organization setup: Go to Admin > Integrations > Zoom. Under 'Organization Connection', enter your Zoom Server-to-Server OAuth credentials (Account ID, Client ID, Client Secret) from the Zoom App Marketplace. Click 'Verify & Save'. All users in your workspace are connected automatically.
- 3
For Personal setup: Each user clicks 'Connect' on the Zoom integration page. You'll be redirected to Zoom to authorize access to your meetings and recordings. Once authorized, you'll be redirected back.
- 4
To create a Server-to-Server OAuth app: Sign in to marketplace.zoom.us, click 'Develop > Build App', choose 'Server-to-Server OAuth', and copy the Account ID, Client ID, and Client Secret.
- 5
Once connected, meetings, recordings, transcripts, and Zoom Phone activity will sync to the CRM automatically.
Bring Your Own API Key
Connect Zoom using your own account and credentials. No middleman, no markup — you maintain full control and ownership of your integration.
Securely connect with a single click. No credentials stored — we use industry-standard token-based authorization.
Your Keys, Your Control
Credentials never leave your tenant. Encrypted at rest with AES-256.
Zero Markup
Pay the provider directly at their published rates. No Coeffection surcharge.
Enterprise Security
SOC 2 compliant credential storage with automatic key rotation support.
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