Zoom Integration Guide
Connect Zoom to OpBot to automatically create meeting links when leads book calls.
Overview
OpBot integrates with Zoom to streamline your coaching business. When a lead books a call through your funnel, OpBot automatically creates a scheduled Zoom meeting and includes the join link in the booking confirmation. No manual meeting creation needed.
What the integration does:
- Automatically creates a Zoom meeting when a lead books a call
- Includes the Zoom join link in booking confirmation emails
- Updates the meeting time if a booking is rescheduled
- Deletes the Zoom meeting if a booking is cancelled
Prerequisites
- An active OpBot account (Agency plan)
- A Zoom account (Free, Pro, or Business)
- Permission to authorize third-party apps on your Zoom account
Adding the App
Step 1: Navigate to Integrations
Log in to your OpBot dashboard. Click Settings in the left sidebar, then select the Integrations tab at the top of the page.
Step 2: Connect Zoom
In the Integrations section, find the Zoom card. Click the “Connect” button. You will be redirected to Zoom’s authorization page.
Step 3: Authorize OpBot
On the Zoom authorization page, review the permissions OpBot is requesting and click “Allow”. OpBot requests the minimum permissions needed to create, update, and delete meetings on your behalf.
Step 4: Confirm Connection
After authorizing, you will be redirected back to your OpBot Settings page. The Zoom card will now show a green “Connected” badge along with the Zoom email address linked to your account. You can click “Test Connection” to verify everything is working.
Troubleshooting
- Authorization failed: Make sure you are logged into the correct Zoom account and that third-party app access is not restricted by your Zoom admin.
- Connection error: Try disconnecting and reconnecting. If the issue persists, contact support@opbot.io.
- Test Connection fails: Your Zoom token may have expired. Click “Disconnect” and then “Connect” again to re-authorize.
Usage
Automatic Meeting Creation
Once Zoom is connected, OpBot automatically creates a Zoom meeting whenever a lead books a call through your funnel. The meeting is scheduled for the exact date and time the lead selected. No action is required from you — it happens automatically.
Booking Confirmation
The lead receives a booking confirmation email that includes the Zoom join link. The join link is also displayed on the “Thank You” page immediately after booking. You (the coach) receive a notification with the meeting details.
Meeting Settings
Meetings are created with the following default settings:
- Join before host: Enabled — leads can join the meeting before you arrive
- Waiting room: Disabled — leads join the meeting directly
- Auto-recording: Disabled
You can modify these settings directly in Zoom after the meeting is created, or adjust your Zoom account’s default meeting settings.
Rescheduling & Cancellation
If a booking is rescheduled, OpBot automatically updates the Zoom meeting to the new date and time. If a booking is cancelled, the associated Zoom meeting is deleted.
Set Your Availability
To receive bookings, make sure you have set your available hours. Go to Calendar in the sidebar, then configure your weekly availability (e.g., Monday–Friday, 9 AM–5 PM). Leads will only be able to book during your available time slots.
Removing the App
Step 1: Navigate to Integrations
Log in to your OpBot dashboard. Click Settings in the left sidebar, then select the Integrations tab.
Step 2: Disconnect Zoom
In the Zoom card, click the “Disconnect” button. Confirm the disconnection when prompted.
Step 3: Revoke Access in Zoom (Optional)
For complete removal, you can also revoke OpBot’s access from your Zoom account:
- Log in to zoom.us
- Go to the Zoom App Marketplace
- Click Manage → Added Apps
- Find OpBot and click “Remove”
What happens when you disconnect:
- Tokens deleted: Your Zoom access and refresh tokens are immediately removed from our database. We no longer have any access to your Zoom account.
- Existing meetings unaffected: Any Zoom meetings already created for existing bookings will remain in your Zoom account. They are not deleted when you disconnect.
- Future bookings: New bookings will no longer generate Zoom meeting links automatically. Leads will still be able to book calls, but you will need to create meeting links manually or reconnect Zoom.
- No data retained: We do not retain any Zoom credentials, meeting data, or recordings after disconnection.
Data & Privacy
OpBot takes your data privacy seriously. Here is what we access and store:
| Data | Purpose | Stored? |
|---|---|---|
| OAuth tokens | Create/update/delete meetings | Yes (encrypted, deleted on disconnect) |
| Zoom email | Display connected account | Yes (deleted on disconnect) |
| Zoom user ID | API calls to create meetings | Yes (deleted on disconnect) |
| Meeting recordings | N/A | No — never accessed |
For full details, see our Privacy Policy and Terms of Service.
Need Help?
If you have questions about the Zoom integration or encounter any issues, contact our support team at support@opbot.io. We respond within 24 business hours (Mon–Fri, 9 AM–6 PM EST).