Calendly + Zoom

Connect Zoom to Calendly to create Zoom links for each scheduled meeting. This integration simplifies your scheduling process by adding video conferencing details automatically.

How to connect your Zoom account

For steps on how to connect your Zoom account, check out this article.

Notes for multi-user Calendly organizations:

• Zoom admins must pre-approve Calendly in the Zoom Marketplace.
  Before users can connect their Zoom accounts, a Zoom admin needs to pre-approve the Calendly app. If you see a message about pre-approving during setup, follow the steps in this article.
• Using personal vs admin-managed Zoom accounts
  By default, users need to connect their own personal Zoom accounts. With the Admin-managed Zoom feature, admins can set up Zoom for everyone in the organization.
• Choose your Zoom organizer for a Collective event.
  When hosting Collective event types, one team member must connect their Zoom account to host the meeting. Set this up before any meetings are scheduled.

Once you've connected Zoom

When someone schedules with you, video conferencing details are automatically added to the email and calendar event for both you and your invitee. You can also find the details on your Calendly Meetings page or in Zoom under Upcoming Meetings.

The details will look similar to the example below. You can also customize dial-in numbers and passcodes directly in your Zoom settings.

To include your Zoom details automatically in notifications and Workflows, use the dynamic location variable.

Additional settings

From the Zoom integration page, you can enable an additional setting:

• Automatically enable Zoom Meeting Summary for all meetings I host
  • For more information about Zoom AI Companion, check out Zoom's article.

To switch Zoom accounts in Calendly, check out this article. 

Customizing your Zoom account settings

Use the same Zoom link for each meeting:

Calendly will automatically generate a unique Zoom link each time someone books. To use your Zoom Personal Meeting ID for all meetings, check out this article. 

Adjust your Zoom dial-in details:

To adjust the Zoom dial-in numbers present in your Zoom details, including one tap mobile and international numbers, check out this article. 

Use a Zoom passcode for your meetings:

To enable Zoom passcodes for your Calendly meetings, check out this article.

Add a waiting room to your Zoom meetings:

To control when a participant joins your meeting, you can add a Zoom waiting room by following Zoom's support article. 

How Calendly uses Zoom Permissions

For a full list of Zoom permissions, review their support article.