OptiBiz CRM Zoom Module Integration

Once the zoom module is installed we need to configure it.

Create an app on Zoom

1. Log in to your zoom account and go to Marketplace from the Solutions menu dropdown
   

2. On the marketplace page, select Build App from the Develop dropdown
   

3. Click the Create button on the Server-to-Server OAuth section
   

4. Add the name of the app and click the Create button
   

5. App credentials are generated automatically click Continue
   

6. Add these credentials on Application
   

7. Add information for the app and click Continue
   

8. Here is your Secret Token and Turn on Event Subscriptions
   

9. Add this on Application
   

10. Turn on Event Subscriptions
    

11. Click on Add Event Subscription
    

12. Add webhook url from application
    
    

13. Click on Add Events
    

14. Add Meeting events (Start Meeting, End Meeting, Meeting has been created, Meeting has been updated, Meeting has been deleted) and click on Done
    

15. Click on Save
    

16. Click on Continue
    

17. Click on Add Scopes
    

18. Add all Meeting and User scopes and click on done
    

19. Click on Continue
    

20. Select Build App
    

21. Click on General Meeting
    

22. Check User-managed

23. Add information for the app and click Continue
    

24. In Access no need to do anything just click on Continue
    

25. Set Meeting App credentials
    

26. Add these credentials on Application and Click on Save

    

27. In Surface check on Meetings and insert Domain
    

28. In Surface check Guest and check on Ability to test Guest Mode 
    

29. In surface check **PWA Client (Progressive Web Application)**and continue 
    

30. Add application url in Redirect URL for OAuth and Add allow urls and click Continue
    

31. In embed check Meeting SDK and check Use Device OAuth and choose other devicesand continue
    

32. In Scope click on add Scope button and Add scope of User(No required poll, survey scopes ) and Meeting (No required poll, survey scopes )
    
    
    
    

33. In Add Your App click on Add App Now button
    

34. Allow the app
    

35. Click on Manage
    

36. Open Server-to-Server OAuth App
    

37. Open feature
    

38. Click on Edit Event
    

39. Click on Validate
    

40. Click on Save
    

41. Open Activation and Click on Activation
    

42. Now your app is activated
    

43. Set value for Open in Zoom Client App?
    a. Yes - This will start the meetings in the zoom app installed on your system
    b. No- This will start the meetings within the worksite application using zoom web SDK
    Click the Save button
    

44. That’s It! You can go to zoom meetings and create zoom meetings.
    

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