Using the Microsoft Connector

Account owners and admins can seamlessly integrate Microsoft Outlook and Microsoft Teams with the Zoom platform using the Microsoft Connector. This simple setup allows teams to create calendar events, schedule meetings, and manage communication directly within Zoom Workflow Automation. By connecting Zoom with Microsoft tools, teams can enhance collaboration, streamline scheduling, and ensure a smooth, unified workflow across both platforms. This integration boosts productivity by making it easier to manage Microsoft Outlook and Teams tasks directly within the Zoom environment, saving time and reducing context switching.

Requirements for using the Microsoft Connector

• A Zoom account owner or Zoom admin
• A Microsoft account

How to install from the Zoom App Marketplace

1. Sign in to the Zoom App Marketplace.
2. In the top right of your screen, search for Microsoft Connector by Zoom.
3. Click Create Connector. You will redirect to the success page.
4. Click Manage Connectors, you will find that Microsoft Connector is already installed.

How to use the Microsoft Connector with Workflow Automation

1. As an admin, go to Zoom Account Management and enable Workflow Automation if you haven’t already.
2. Open the Workflow tab in the Zoom desktop app.
3. Click Create Workflow.
4. Select your preferred trigger for the workflow.
5. In the Workflow action panel, click on Microsoft Outlook Calendar.
6. Drag and drop Create a Calendar Event from Microsoft Outlook Calendar onto the Workflow builder canvas.
7. Click on Create a Calendar Event to configure the action.
8. Connect to your Microsoft account.
9. Complete the action by providing details such as Title, Timezone, Start Time, End Time, and Attendees, then click Save.
10. Once you’ve finished configuring the workflow, click Save Draft and provide a name for the Outlook Calendar event.
11. Click Publish to make your workflow live.
12. Finally, trigger the workflow, and a new calendar event will be created in your Microsoft Outlook Calendar.

How to remove the Microsoft Connector

1. Sign in to the Zoom App Marketplace with your Zoom account.
2. In the top right corner of the page, click Manage.
3. In the navigation menu, select Manage Connectors.
4. Next to the Microsoft Connector, click the overflow menu and select Delete.
5. Confirm the prompt and click Delete again to remove the connector.

Data Security

• This Connector has access to the following information on Microsoft:
  • offline_access - Allows the app to see and update the data you gave it access to, even when users are not currently using the app. This does not give the app any additional permissions.
  • openid - Allows users to sign in to the app with their work or school accounts and allows the app to see basic user profile information.
  • User.Read - Allows users to sign-in to the app, and allows the app to read the profile of signed-in users. It also allows the app to read basic company information of signed-in users.
  • Files.ReadWrite.All - Allows the app to read, create, update and delete all files the signed-in user can access.
  • Sites.Read.All - Allows the application to read documents and list items in all site collections on behalf of the signed-in user
  • Contacts.Read- Allows the app to read user contacts.
• This Connector has the following permissions on Zoom:
  • View your user information
• Communications between this Connector and Zoom/Microsoft are encrypted:
  • Protocol: TLS 1.2
  • Cipher suite: ECDHE-ECDSA-AES128-GCM-SHA256
  • Key length: 128 bits
  • Perfect Forward secrecy: YES
• This Microsoft Connector stores access credentials in the local data store:
  • Microsoft API tokens and Zoom OAuth credentials (both user-level only) are stored in an encrypted database.