Connect Zoom to O-Key
Connect Zoom when you want O-Key to create Zoom meeting links from your own Zoom account during CRM and bot scheduling workflows.
What This Integration Does
Section titled “What This Integration Does”O-Key uses Zoom OAuth so each O-Key owner authorizes their own Zoom account. After authorization, O-Key can create Zoom meetings when that owner schedules a meeting from O-Key.
O-Key does not read or store Zoom meeting chat, recordings, transcripts, or participant content through this integration.
Requirements
Section titled “Requirements”- An active O-Key account with meeting-provider access enabled.
- A Zoom account you are allowed to use for scheduling meetings.
- Access to the O-Key profile settings screen in the web or mobile CRM.
Add Zoom
Section titled “Add Zoom”-
Open O-Key profile settings
Sign in to O-Key and open your profile or personal information settings.
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Find Connected meeting providers
In the meeting providers section, choose Connect Zoom.
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Authorize in Zoom
O-Key opens Zoom’s OAuth authorization page. Sign in to Zoom if needed, review the requested permissions, and approve the connection.
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Return to O-Key
After Zoom redirects back to O-Key, your connected Zoom account appears in the meeting providers section.
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Set Zoom as default if needed
If you use more than one meeting provider, choose Zoom as your default provider for bot-scheduled meetings.
Use Zoom For Scheduled Meetings
Section titled “Use Zoom For Scheduled Meetings”When Zoom is connected, O-Key can create a Zoom meeting link from the connected owner’s account. Typical flows include:
- scheduling a meeting with a contact in the CRM;
- allowing an O-Key bot to schedule a meeting for a client;
- creating a meeting from an assistant or automation flow that uses the owner’s meeting provider.
The created Zoom join link is stored on the O-Key meeting record so you and the client can open the scheduled meeting.
Remove Zoom
Section titled “Remove Zoom”-
Open O-Key profile settings
Go back to the meeting providers section.
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Choose Disconnect Zoom
Confirm that Zoom should no longer be used for meeting scheduling.
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Review existing meetings
Existing meeting records keep their existing join links. New O-Key scheduling flows will no longer create Zoom links until Zoom is connected again.
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Optional: remove O-Key from Zoom
You can also remove O-Key from your Zoom account’s authorized apps in the Zoom App Marketplace.
Data Used And Stored
Section titled “Data Used And Stored”O-Key stores connected-account metadata such as the Zoom account email, Zoom user ID, and OAuth scopes. O-Key also stores OAuth access and refresh tokens so it can create meetings after you approve the integration.
OAuth tokens are encrypted at rest. O-Key uses the Zoom profile permission only to identify the connected account and the Zoom meeting permission only to create meetings for that account.
Troubleshooting
Section titled “Troubleshooting”The Zoom sign-in page does not open
Section titled “The Zoom sign-in page does not open”Try again from the O-Key profile settings screen. If the browser blocks the popup or external sign-in, copy the authorization URL shown by O-Key and open it manually.
Zoom says the app is unavailable
Section titled “Zoom says the app is unavailable”The Zoom Marketplace app may still be pending review for external Zoom accounts. Contact O-Key support and include the Zoom account email you tried to connect.
Meeting links are not being created
Section titled “Meeting links are not being created”Reconnect Zoom from profile settings. If reconnecting does not help, check that Zoom is selected as your default meeting provider.