Integrate Zoom with Payfunnels


Adding Zoom in Payfunnels:

You can now Integrate 'Zoom Meetings' with your Payfunnels account to schedule meetings and webinars(Free/Paid sessions) with your clients.

Below are the steps for adding Zoom in Payfunnels:

  • To integrate Zoom with your Payfunnels account, click on the 'Schedule', go to the 'Integrations' section and you will see the different options. Here, click on the Zoom.

  • Now, you will be asked to log in to your Zoom account and allow permissions OR if you are already logged in, you will automatically redirect to the permission page.

Permissions:

  • Below are the permissions we using to access data from Zoom:

Our application is designed to provide comprehensive event management features, which include creating, editing, and deleting events across all users. These capabilities are essential to offer a seamless user experience and ensure that our application effectively meets our users' needs.

  1. View all user information: user:read:user

This scope allows the app to view user details, including profile information and settings. to ensure the correct user is associated with scheduled meetings and other activities.

  1. View and manage your meetings: meeting:write:meeting

This scope enables the app to create meetings on behalf of the user. Schedule new Zoom meetings directly from our application.

  1. View and manage your meetings: meeting:update:meeting

This scope allows the app to update existing meetings on behalf of the user. Modify meeting details such as time, date, participants, and settings directly from our application.

  1. View and manage your meetings: meeting:delete:meeting

This scope enables the app to delete meetings on behalf of the user, cancel meetings, and remove them from user calendars directly from our application.

  • After allowing permission, you can see that 'Zoom' is now connected. Below is the screenshot.


Usage:

Using this Zoom Integration, you can create meetings and webinars(Free/Paid sessions) for your customers.

Create meetings(Free/Paid) for customers:

  • After successful integration, go to the 'Events' and click the 'Add' button to create a new event(Meeting/Webinar). Let's create a meeting here.
  • Click on the 'Meeting' and continue to the next step.

  • Enter the meeting title and description.

  • Now, set the duration, location(Zoom), meeting type, etc, and save the event.
  • Please create it as a public event, so, it can be visible to your customer on a company-specific URL.

  • After you save the event, please go to the schedule 'Settings' and you will see the 'COMPANY SPECIFIC URL'. Copy that URL and send it to your customers.


The booking process from the Customer's side:

  • Once the customer opens that URL, they'll be asked to select the team member with whom they want to book the meeting session.
  • Note: If the owner does not have multiple team members, then the customer will be redirected to the events page.

  • After choosing a team member, select an event/program and click next.

  • After clicking on the event, the customer will be asked to choose a slot date and time.

  • Then, at last, they have to enter their name, and email and click on the 'Schedule event' to book the session, that's it.
  • Customers can also add the guests if it is allowed by the owner in this event.

  • You can see that the event has been scheduled successfully.
  • Customers can cancel or reschedule the booking using the 'Reschedule' and 'Cancel' buttons.

  • The customer also receives booking confirmation via email. They can cancel/reschedule the booking from this email using the 'Reschedule' and 'Cancel' buttons.

  • On the other hand in your Zoom account, you will see that the meeting has been scheduled.


Disconnect Zoom from Payfunnels account:

Below are the steps to disconnect Zoom from your Payfunnels account:

  • To disconnect Zoom from your Payfunnels account, click on the 'Schedule', go to the 'Integrations' section and you will see the disconnect option under Zoom.

  • Click on the 'Disconnect' button, that's it. Zoom is now disconnected from your Payfunnels account.
  • You will also receive this confirmation via email that Zoom is now disconnected from the Payfunnels account.

Please feel free to email us at support@payfunnels.com if you have any queries.