Zoom Integration Guide

Zoom has become an essential tool for nonprofits and freelancers to connect, collaborate, and communicate efficiently. This Zoom Integration Guide will help you understand how to link Zoom with your workflow and maximize your productivity without hassle.

Why Integrate Zoom?

Integrating Zoom into your nonprofit or freelance operations streamlines meetings, webinars, and team collaborations. It helps reduce communication barriers, save time, and increase engagement among your team and clients.

Key Benefits of Zoom Integration

✅ Easy scheduling of video meetings directly from your dashboard.
✅ Seamless connection with calendar apps like Google Calendar and Outlook.
✅ Instant notifications and meeting reminders.
✅ Secure video calls with encryption and password protection.
✅ Supports webinars and large group meetings.

How to Set Up Zoom Integration

Go to your CM Experts Dashboard.
Navigate to the “Integrations” tab and select “Zoom”.
Follow the prompts to authenticate your Zoom account.
Customize your meeting settings and sync your calendar.
Save changes and start scheduling Zoom meetings effortlessly.

Tips for Using Zoom Effectively

To get the most out of Zoom integration, consider these tips:

Prepare your agenda in advance to keep meetings focused.
Use Zoom’s recording feature for future reference.
Encourage participants to use video for better engagement.
Leverage breakout rooms for smaller group discussions.

Need Help?

If you have questions or face issues while setting up Zoom integration, contact our support team. We’re here to assist you 24/7.

Additional Resources

Want to explore more about Zoom? Check out this official Zoom getting started guide for detailed tutorials.

Zoom Integration Guide for Nonprofits and Freelancers

Conclusion

Zoom integration is a game-changer for nonprofits and freelancers aiming to improve communication and collaboration. Follow this guide to set up and use Zoom seamlessly within your daily operations. Enhance your workflow, save time, and stay connected like never before.

How to Set Up Zoom Video Conferencing in WordPress

Step 1: Create a Zoom Account

If you don’t have a Zoom account, sign up at Zoom or log in to your existing account.

Step 2: Create a Server-to-Server OAuth App

You can simply click this https://marketplace.zoom.us/develop/create and this will open a modal like in below screenshot.
Click Create, give your app a name, and proceed.

Step 3: Set Up API Credentials

1. Fill in the required details like Name, Email, and Company Name.
2. Go to the Scopes page and click Add Scopes.
3. Add the required scopes (Meetings, Recordings, Reports, and Users) and the required scopes are given below.
  
  Required Scopes:
  
  The scopes are categorized under different product sections. Follow the instructions below to locate and select the required ones.
  
  Meeting
  - From the left-side Product menu, click on Meetings.
  - Scroll down if necessary to make the options visible.
  - On the right side, select the following options:
  - View all user meetings
    - View a user’s meetings
      meeting:read:list_meetings:admin
    - View a meeting’s registrants
      meeting:read:list_registrants:admin
    - View a meeting
      meeting:read:meeting:admin
    - View a meeting’s registrant
      meeting:read:registrant:admin
  - View and manage all user meetings
    - Delete a meeting
      meeting:delete:meeting:admin
    - Remove a meeting’s registrant
      meeting:delete:registrant:admin
    - Update a meeting
      meeting:update:meeting:admin
    - Update a meeting registrant’s registration status
      meeting:update:registrant_status:admin
    - Create a meeting for a user
      meeting:write:meeting:admin
    - Add a registrant to a meeting
      meeting:write:registrant:admin
  - View and manage sub account’s user meetings
    - Delete a meeting
      meeting:delete:meeting:master
    - Remove a meeting’s registrant
      meeting:delete:registrant:master
    - View a user’s meetings
      meeting:read:list_meetings:master
    - View a meeting’s registrants
      meeting:read:list_registrants:master
    - View a meeting
      meeting:read:meeting:master
    - View a meeting’s registrant
      meeting:read:registrant:master
    - Update a meeting
      meeting:update:meeting:master
    - Update a meeting registrant’s registration status
      meeting:update:registrant_status:master
    - Create a meeting for a user
      meeting:write:meeting:master
    - Add a registrant to a meeting
      meeting:write:registrant:master
  Recordings
  - From the left-side Product menu, click on Recordings.
  - Scroll down if necessary to make the options visible.
  - On the right side, select the following options:
  - View all user recordings
    - list account recording
      cloud_recording:read:list_account_recordings:admin
    - Returns all of a meeting’s recordings
      cloud_recording:read:list_recording_files:admin
    - Lists all cloud recordings for a user
      cloud_recording:read:list_recording_files:admin
  - View and manage all user recordings
    - Delete all recording files of a meeting
      cloud_recording:delete:meeting_recording:admin
    - Delete a specific recording file from a meeting
      cloud_recording:delete:recording_file:admin
    - Recover meeting recordings
      cloud_recording:update:recover_meeting_recordings:admin
    - Recover a single recording
      cloud_recording:update:recover_single_recording:admin
  - View and manage sub account’s user recordings
    - Delete all recording files of a meeting
      cloud_recording:delete:meeting_recording:master
    - Delete a specific recording file from a meeting
      cloud_recording:delete:recording_file:master
    - Returns all of a meeting’s recordings
      cloud_recording:read:list_recording_files:master
    - Lists all cloud recordings for a user
      cloud_recording:read:list_user_recordings:master
  - View your recordings
    - Return a specific meeting instance’s archived files
      archiving:read:archived_files:admin
  Reports
  - From the left-side Product menu, click on Reports.
  - Scroll down if necessary to make the options visible.
  - On the right side, select the following options:
  - View report data
    - View webinar detail reports
      report:read:webinar:admin
  - View sub account’s report data
    - View webinar detail reports
      report:read:webinar:master
  User
  - From the left-side Product menu, click on Users.
  - Scroll down if necessary to make the options visible.
  - On the right side, select the following options:
  - View all user information
    - View users
      user:read:list_users:admin
    - View a user
      user:read:user:admin
  - View and manage sub account’s user information
    - Delete a user
      user:delete:user:master
    - View users
      user:read:list_users:master
    - View a user
      user:read:user:master
    - Update a user
      user:update:user:master
    - Create a user
      user:write:user:master
  - View users information and manage users
    - Delete a user
      user:delete:user:admin
    - Update a user
      user:update:user:admin
    - Create a user
      user:write:user:admin
  - - Once you have selected all the required scopes, review your selections.
    - Click the Done button to save the changes.
4. Click on Activate your App button and your activated.
5. Once the app is created, you will see the App Credentials (Account ID, Client ID, and Client Secret).
6. Enter the Account ID, Client ID, and Client Secret in the OAuth Account ID, OAuth Client ID, and OAuth Client Secret fields on the Zoom Settings Page.

Note: Not adding any of the above permissions may result in permission issue error notices when trying to create your meeting.

Step 4: Setup App SDK Credentials

1. 1. 1. 1. Go to corresponding link: https://marketplace.zoom.us/develop/create and click on create.
        
        Select Admin-managed and click on save and the OAuth Redirect URL and OAuth Allow Lists in Basic Information.
        
        Enter the URL “https://nonprofitfreelancers.com/” in the fields for OAuth Redirect URL and OAuth Allow Lists, as shown in the image below.
        
        Enable Meeting SDK and click on continue.
        
        Go to the Scopes page and click Add Scopes and the required scopes are given below.
        
        Required Scopes:
        
        The scopes are categorized under different product sections. Follow the instructions below to locate and select the required ones.
        
        User
        
        From the left-side Product menu, click on User.
        
        Scroll down if necessary to make the options visible.
        
        On the right side, select the following options:
        
        View user’s zak token
        
        View a user’s Zoom Access key
        user:read:zak:admin
        
        Once you have selected all the required scopes, review your selections.
        
        Click the Done button to save the changes.
        
        Once the App is created, you will see the App Credentials (Client ID, and Client Secret).
        
        Enter the Client ID in the SDK Key field and the Client Secret in the SDK Secret Key field on the Zoom Settings Page.

Zoom Integration Guide

Zoom Integration Guide

Why Integrate Zoom?

Key Benefits of Zoom Integration

How to Set Up Zoom Integration

Tips for Using Zoom Effectively

Need Help?

Additional Resources

Conclusion

Step 1: Create a Zoom Account

Step 2: Create a Server-to-Server OAuth App

Step 3: Set Up API Credentials

Required Scopes:

Meeting

Recordings

Reports

User

Step 4: Setup App SDK Credentials

Required Scopes:

User

User Menu

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