Configuring Zoom Scheduler with the Salesforce Lightning app

The Zoom Scheduler Salesforce integration streamlines workflows by automatically creating event records in Salesforce under a contact when an appointment is scheduled with the Zoom Scheduler, including real-time meeting details such as attendees, time, and meeting summary.

Hosts can add UTM parameters to their Zoom Scheduler booking links to track attendee sources. The system supports essential UTM fields for specific click sources. Additionally, users can authorize Zoom Scheduler in Salesforce. When attendees book through these links, all UTM data seamlessly transfers to Salesforce. This feature enables hosts to better understand which marketing channels drive the most bookings.

Requirements for setting up Zoom Scheduler Salesforce Integration

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Sync UTM parameters with the Zoom Scheduler integration

Note: This functionality only exists in package version 2.22.0 or higher.

The Scheduler portion of the integration will only sync data over to the Zoom Scheduler object if UTM parameters are included in the scheduling request. We support utm_campaign, utm_content, utm_medium, utm_source, and utm_term if they have been added to the Scheduler link sent to the person scheduling. If none of these are present, then the Scheduler portion of the integration will not sync any data.

If the host has the Meetings portion of the integration set up, then meeting information will still sync to the Zoom Meeting object. They will not have a corresponding Zoom Scheduler record.

Note: Standard meeting information is synced through Zoom Meetings with the Salesforce Lightning app, while the Zoom Scheduler integration is used to track UTM information. Learn more about configuring Zoom Meetings with the Salesforce Lightning app and using Zoom Meetings with the Salesforce Lightning app.

How to assign the Zoom for Lightning app Permissions Set

  1. Sign in to your Salesforce account with admin permissions.
  2. In the top-right corner, click the gear icon .
  3. In the drop-down menu, click Setup.
  4. In the Quick find search bar, search for and select Permission Sets.
    A list of available permissions sets are displayed.
  5. Depending on if you are configuring admins or ordinary users, choose the following permissions sets from the list:
  6. Click Manage Assignments.
  7. In the top right corner, click Add Assignment.
  8. Select the user(s) to add these permission sets to, and then click Next to save the changes.
  9. (Optional) Configure the expiration date for the user(s) to retain this permission set. Otherwise, click Assign to set the permission set indefinitely.
  10. Click Assign to save the changes.

How to authorize Salesforce to access your Zoom Scheduler appointments

  1. In the top navigation bar, click Zoom User Config.
  2. In the left panel, click Zoom Scheduler Settings.
  3. Under the User Authorization section, click Authorize from Zoom App Marketplace.
  4. Sign in to the appropriate Zoom account (if not already).
  5. Review the permissions and click Allow.
  6. In the new window, click Allow.
    Note: Authorization is required per user in order to use the Zoom Scheduler Salesforce Integration. A Zoom account can only be connected to one Salesforce account at a time.