Zoom Integration
Via ZapierConnect Zoom to AgencyPro to automatically create Zoom meetings when clients book calls, schedule project kickoffs, or confirm check-ins. Meeting links appear in calendar invites, client portal notifications, and email confirmations — eliminating the manual step of generating and sharing links.
Connects via Zapier
AgencyPro connects with Zoom through Zapier rather than a native built-in integration. Using the AgencyPro app on Zapier, you can build automated workflows ("Zaps") that move data between AgencyPro and Zoom — no code required. A Zapier account is needed (free and paid plans are available).
Browse AgencyPro ZapsWhy Connect Zoom with AgencyPro?
Every time a client books a meeting, someone has to create a Zoom link, paste it into the calendar invite, paste it again into the confirmation email, and maybe share it in the client portal. It's a small tax, but it adds up to hours per month for busy agencies. The Zoom integration eliminates that completely. When a client books a call (via the integrated Calendly, via a portal request, or via your team's calendar), a unique Zoom meeting can be created automatically and the link passed on to your calendar, confirmation emails, or a Slack channel. For agencies running daily client calls, automating Zoom meeting creation through Zapier saves real, repetitive time every week.
Key Features
Benefits for Your Agency
How Agencies Use Zoom with AgencyPro
Automatic meeting links for client bookings
When a client books via Calendly or AgencyPro scheduling, a unique Zoom link is created and included in the confirmation email, calendar invite, and client portal — no manual step required.
Project kickoff call automation
When a project is created in AgencyPro, a kickoff meeting is scheduled automatically with all stakeholders, complete with Zoom link, agenda template, and pre-read materials in the portal.
Share recording links automatically
When a Zoom cloud recording is ready, a Zap can post the link to a Slack channel, email it to the client, or log it in a spreadsheet — without manually hunting down the file after each call.
How to Set Up Zoom with Zapier
- Create a free (or paid) Zapier account if you don't have one.
- In AgencyPro, open Settings → Integrations and enable Zapier.
- Open the AgencyPro app on Zapier and create a new Zap.
- Choose a trigger — either from AgencyPro or from Zoom, depending on which direction you want data to flow.
- Add Zoom (or AgencyPro) as the action app and connect your account.
- Map the fields you want to sync, then turn your Zap on.
Frequently Asked Questions
Does this work with Zoom's free plan?
Yes, with limitations. Zoom Free allows 40-minute meetings for groups of 3+. For longer meetings, you need Zoom Pro ($15.99/month) or higher. The integration itself works with all plans.
Can I record meetings automatically?
Yes. Configure "Auto-record on start" in the integration settings. Recordings are saved to Zoom Cloud (Pro plan+) or local storage (all plans). Cloud recordings can be auto-uploaded to the client portal.
How do waiting rooms and passcodes work?
You can set defaults in the integration (e.g., always enable waiting room, require passcode). Each generated meeting follows your defaults unless overridden when scheduling a specific call.
Can multiple team members host meetings?
Yes. Each team member can connect their own Zoom account so meetings are created under the correct host. Alternatively, use a shared "Agency" Zoom account for all client meetings.
Does this support Zoom Webinars?
The standard integration creates Zoom Meetings. Zoom Webinars (larger events, registration, Q&A) require an additional Zoom Webinar license and can be integrated via custom workflows for agencies that run client webinars.
Ready to Get Started?
Connect Zoom with AgencyPro and streamline your workflow today.