Using the app for Slack

Zoom’s app for Slack lets you start an instant meeting or join a scheduled meeting by using the /zoom command directly in a Slack channel, private group, or direct message. Additionally, Zoom Phone calls are supported through slash commands. When the meeting or call ends, you will receive a notification that includes the meeting summary and, if applicable, a link to the meeting recording.

Notes:

• If you have already installed the app for Slack and would like to switch from a user-managed install to an account-level installation, see the How to change from User Install to Account Level Install section.
• Slack has recently updated permissions for integrations. If your organization already has installed the Zoom integration to Slack and would like to use the new granular permissions, please follow the steps below:
  1. The Slack Workspace administrator needs to remove the Zoom App from all Slack workspaces.
  2. The Slack Workspace administrator then needs to re-install the Zoom App into workspaces.
  3. Enter ‘/zoom’ in the chat to access the authorization page and follow the instructions. Please note that only the admin needs to do the aforementioned steps. Any new installs of the Zoom app will automatically use the new granular permissions.

Requirements for using the app for Slack

• A Zoom account
• A Slack Account
• Pre-approval of the app for Slack in the Zoom Marketplace
  Note: If the app is not pre-approved, please contact your Zoom admin.

Limitations for using the app for Slack

Using the app for Slack has the following limitation:

• Meetings started from Slack 1:1 DMs do not support receiving meeting summary and recording links. This feature is only supported in meetings started from Slack channels or group DMs.

How to install and configure from the Zoom Marketplace

If you are currently using the Zoom Slack integration previously configured for your account, pre-approving the app for Slack from the Marketplace will require all users on the account to individually re-authorize their Slack account with Zoom. For more information, see the Transition from previously enabled integration to Slack section below.

To install the app for Slack for individual use: 

1.  Sign in to your Zoom account at Zoom Marketplace.
2. Search for Slack and click the app.
   If the app is not pre-approved, please contact your Zoom admin to approve this app for your account.
3. Click Visit Site to Install, confirm the permissions the app requires, and choose Allow.
   You will be redirected to a page letting you choose how you would like to install the app:
   Note: If you have already installed the app for Slack and would like to switch from a personal install to an account-wide installation, please see the section below.

To install the app for Slack for your entire organization (admin privilege required):

1. Click Install Zoom for Slack company wide.
2. Verify the permissions the app requires and click Authorize.
   Note: If you do not have admin privileges on Zoom, you will need to contact your Zoom admin to install the app for your account.
3. You will now select the Slack Workspace in which you would like to install.
4. Click Connect to Slack workspace.
5. Verify the permissions, and click Allow.
   The app is now ready to use.

To install the app for Slack for ONLY yourself:

1. Click Add Zoom to ONLY my Slack account
2. Verify the permissions the app requires and click Allow.
   The app for Slack is now installed.
3. To finish the configuration, navigate to a Slack channel and enter “/zoom”.
4. Click the link in the reply.
5. Verify the permissions and click Authorize.

How to change from User Install to Account Level Install

If you have already installed the app for Slack and would like to switch from a personal install to an account-wide installation, follow the steps below:

1. Sign in to your Zoom account and navigate to the Zoom Marketplace.
2. Click Manage.
3. Find Slack and click Remove.
4. Confirm the dialogue and continue.
5. Search for Slack in the Zoom Marketplace and click the app.
6. Click Visit Site to Install, confirm the permissions the app requires, and choose Allow.
7. Click Install Zoom for Slack company wide.
8. Verify the permissions the app requires and click Authorize.
   Note: If you do not have admin privileges on Zoom, you will need to contact your Zoom admin to install the app for your account.
9. You will now select the Slack Workspace in which you would like to install.
10. Click Connect to Slack workspace.
11. Verify the permissions, and click Allow.
    The app is now ready to use.

How to use the app for Slack

App for Slack features

• Zoom Command Help: Type /zoom help to list the Zoom commands available.
  Start a Zoom Meeting: Type /zoom to start a meeting.
  Note: This will use your default settings from your meeting settings and create a meeting in your Zoom Meeting list. If you have turned on the setting: “Use Personal Meeting ID (PMI) when scheduling a meeting”, Slack will start your meeting using your PMI. Additionally, if your meeting settings require a password, the password will be displayed in the Slack channel for all members.
  When the meeting ends, the channel will receive the following notification on the meeting details.
  Note: Meeting Summary and Recording are not supported for Basic/Free users.
  If a cloud recording is generated, the channel will receive the following notification to view the recording.
• Start a Zoom Meeting with a Topic: Type /zoom meeting [Meeting Topic]
• Join a Zoom Meeting: Type /zoom join <Meeting ID> or /zoom join <personal link name>
• Start your personal meeting room: Type /zoom join me
• Initiate a Zoom Phone Call: Type /zoom call [@contact or phone number] to call another Slack user or any phone number.
  Note: To use the /zoom call command, your account must have an active Zoom Phone subscription.
  Once the slash command is entered, the Zoom app will provide a Call button to place the call.
  Note: Clicking the call button will launch the Zoom desktop client and start your Zoom Phone call. You may need to sign into Zoom if you are not signed in.
  Once the phone call is complete, you will see a summary of your call in the Zoom app on Slack.
• Using the Slack Call button to start a Zoom Meeting or a Zoom Phone Call:
  • In a Channel:
    Note: Only Zoom Meetings using the Slack Call button are supported in channels.
    Selecting the Call button with the hint "Start a call with Zoom” will start an instant Zoom meeting. A channel will receive the following notification.
  • In a Direct Message:
    Note: Direct messages support calling with Zoom Meeting or Zoom Phone.
    Click the Call icon next to the search bar at the top of the page. You can choose between Audio & Video: Zoom (for a Zoom Meeting) or a Phone: Zoom (if your account has a Zoom Phone plan).
    Selecting an option will start a Zoom Meeting or Zoom Phone Call. If you choose a Audio & Video: Zoom for a Zoom Meeting, the contact(s) will receive a notification to join from the channel. 
    If a Zoom Phone Call is selected, your contact will be called directly with Zoom Phone.
• Direct Zoom Meeting or Zoom Phone call with Workspace Contact: To directly call or start a meeting with someone in your workspace contacts, navigate to People, and find the person you would like to call. Click their name and find the Profile Card on the right. Click Call, and then choose between Audio & Video: Zoom (for a Zoom Meeting) or a Phone: Zoom (if your account has a Zoom Phone plan).
  Selecting an option will start a Zoom Meeting or Zoom Phone Call. If you choose a Audio & Vide: Zoom for a Zoom Meeting, the contact will receive an option to join in the channel.
  If a Zoom Phone Call is selected, your contact will be called directly with Zoom Phone.
• Logout from Zoom: Type /zoom logout to log out of Zoom from all your Slack channels.

Use Zoom Whiteboard in Slack

To share a Zoom Whiteboard in Slack:

1. Open a chat or channel.
2. Copy the link to the whiteboard you would like to share, then paste it into the chat or channel.
   The link will unfurl to display the whiteboard title and a preview of it.

Viewing whiteboard notifications in Slack:

• If a whiteboard is shared with users outside of Slack chats or channels, the users will receive a notification in Slack. To view the notification, the users can click Zoom under the Apps section.
• If a user requests access to a whiteboard that has been shared with others, a notification for the whiteboard owner will be created in Slack. The whiteboard owner can click Zoom under the Apps section, and then grant access to the whiteboard from the notification options. 

Note: To use this feature, Zoom Whiteboards must be enabled on your account.

Additional configurations

How to enable calling in Slack through Zoom Meetings

1. The Slack team owner will need to go to Administration and select Workspace Settings.
2. In the Settings tab, expand on Calls and choose your desired options. You can choose Zoom for both video calls and direct phone number calls. Below you can see what it would look like to set slack up to use Zoom for both video and direct phone number calls.
3. Selecting the Call button with the hint “Start a call with Zoom” will start an instant Zoom meeting. A channel will receive the following notification:

How to uninstall the Zoom App

1. Sign in to your Zoom account and navigate to the Zoom Marketplace.
2. Search for Slack and click the app.
3. Choose the Manage tab and click Uninstall.
4. Confirm the dialogue and click OK.

Meeting Summary and Recording Link

Receiving Meeting Summary and Recording link in a public channel

• If you start a meeting for a public channel, when the meeting ends the Zoom app will post the meeting summary and recording link when available to the channel.

Summary and Recording link in a private channel or group DM

• You can receive the meeting summary and recording link in a private channel or group DM only if the Zoom app is a member of the channel.
  To add the app:
  1. Invite the Zoom app by typing: /invite @Zoom
  2. The Zoom app will be added and meetings started from the channel will post the meeting summary and recording link when available.
     Note: Adding the Zoom app to a group DM or a 1:1 DM will create a new chat.

Notes:

• The meeting summary and recording link are not provided in 1:1 DMs. See Known Limitations for more details.
• The Zoom app is not available for “older” integrations. Do not attempt to upgrade the integration unless you want to change the integration behavior as described in Transitioning from previously enabled integration to Slack.
• The Zoom app is only available for integrations installed after 4/7/2019. If you installed before this date, please update your integration using the following steps:
  1. Go to the app for Slack Directory and find the Zoom app.
  2. Click the App Homepage button on the left column.
  3. Click the Add to Slack button and authorize.

Transition from previously enabled integration to Slack

If you wish to install the Marketplace integration to Slack and have already configured the integration to Slack with Zoom prior to the Zoom Marketplace, you will need to be aware of all users on the account being required to login/authenticate the integration between Slack and Zoom. This is required due to an increased security measure for this integration. The Zoom Marketplace now uses OAuth 2.0 for all integrations to ensure your data is kept more secure. The user flow once the integration to Slack from the Marketplace is enabled is as follows:

1. Upon admin Pre-approval in the Zoom Marketplace, when users on Slack attempt to use the /zoom slash command, they will receive this message:
2. The user will need to click Authorize Zoom.
3. The user will be redirected to Zoom and required to sign in, if not already. Once signed in, the user will be required to Allow permissions for the integration. They will need to click Allow to continue.
4. The user will then see an Authorization page for Slack, they will need to confirm the permissions and click Authorize.

After these steps are completed, the user will be able to use the integration to Slack. This is a one-time authorization.

How your data is used

This app accesses and uses the following information from your Zoom account:

• User ID - used to associate your Slack and Zoom accounts
• Account ID - used to associate your Slack workspaces with your Zoom account
• Meeting settings - used when creating a meeting from the integration. The created meeting will follow these settings.
• Meeting info (meeting ID, topic, start time, meeting password, join link, attendee names) - displayed in the Slack channel after a meeting created to let the channel members know about the meeting and to join it. Attendee names are dynamically updated as attendees join and leave the meeting.
• Meeting summary (meeting ID, start time, duration, attendees) - used for displaying a summary of a meeting after it is completed.
• Recording info (meeting ID, playback link, password) - used for displaying recording details after the meeting is completed.
• Phone call info (phone number, caller, callee) - used to display the call info after a call is created and to let you initiate the call.
• Phone call summary (phone number, caller, callee, duration, start time) - used for displaying a summary of a call after it is completed.

This app uses the following information from your Slack account:

• Slack user ID - used to associate your Slack account with your Zoom account.
• Team ID - used to verify the current workspace has the app installed.
• Channel ID - used to identify the channel where meeting participants, recording, and summary info will be displayed.