Admin-Managed Zoom

To enhance onboarding efficiency, connect a Zoom account for your entire Calendly organization. This allows users to start using Zoom as a meeting location upon signup.

Calendly owners and admins are able to connect an org-level Zoom account. However, only a Zoom admins can approve and connect the integration. Zoom will tell you if you are the correct admin once you attempt the integration.

Connect an org-level Zoom account

  1. From the home screen, navigate to Integrations and apps.

    gif of navigating to integrations and apps

  2. Select the Zoom integration.

    gif of selecting the zoom integration

  3. Select the option to Set up Zoom for your organization.

    gif of selecting the option to enable zoom for your organization

  4. Once redirected to Zoom, sign in and approve the integration.

    screenshot of a zoom account connected to a calendly org

Once the integration is complete, the connection is enabled for the entire organization. If a user already has a personal Zoom connected, that connection is not overwritten by the org Zoom.

Once connected, users in your organization will be able to automatically share Zoom meeting details. Upon scheduling, Calendly will generate a unique Zoom link and dial-in details. You can also set your event location as Zoom from within the event editor. For more information, please view this help center article on our Zoom integration.

Adjust the org-level integration settings

From the Zoom integration screen, you can:

  • Set Zoom as the default location on all event types. This included managed and team events.
  • Allow users to remove the org-level connection. Doing so will give users the ability to connect their personal Zoom accounts.

Disconnect the org-level Zoom integration

To disconnect:

  1. From the home screen, navigate to Integrations and apps.
  2. Select the Zoom integration.
  3. Select the Disconnect button.

Users will still be able to connect their own personal Zoom accounts.

NOTE: If you remove the Zoom account used for the integration, you will also disconnect the org-level integration. This will apply to any users that have the org-level connection enabled, and might disrupt your location settings for an event.