Zoom

Syncing Personal Zoom Accounts for Sales Representatives

You'll only need to obtain the admin details for the team-wide Zoom integration. Once this is set up, Default will enable each sales representative's individual Zoom account. No need for each user to follow this guide in order to integrate with Zoom.

Guide

Navigate to the Zoom integration page within Default

Sign in as a Zoom admin & follow this link

You need to have admin-level permissions in Zoom to continue.

Then follow this link to land on the Build App page.

Create a Server-to-Server OAuth Zoom App

Name it anything identifiable, like “Default Zoom Integration.”

Copy app keys from Zoom to Default

Copy app keys from Zoom

Paste app keys in Default

Activate your Zoom App

Add the following information:

Information

Under Information, add your company name, name, and email address.

Scopes

Under Scopes, click Add Scopes, and add:

• “View and manage all user meetings”

• “View all user information”

Under Activation, click Activate your app.

Ensure your team selects Zoom as a conferencing provider

Scheduled meetings will keep the existing settings (Google Meet as a provider).

If you want your team to have Zoom meetings you need to make sure each team member adjusts their settings at Settings>Conferencing. We’re able to adjust the on our side - just let us know.

You have the option to add a Personal Meeting Room link as a fallback if anything happens — but we’ll work on improvements and monitor the situation daily.