Zoom Integration
Connect 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.
Why 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 is created automatically and the link propagates everywhere it needs to be. For agencies running daily client calls, this integration saves real time — and because meeting links can trigger automatic recording uploads to the client portal, your clients get session recordings without anyone lifting a finger.
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.
Meeting recording delivery to clients
Zoom recordings are automatically uploaded to the client portal after each meeting, organized by project — giving clients easy access to session replays without manual file sharing.
How to Set Up Zoom
- Go to Settings → Integrations → Zoom in AgencyPro
- Click "Connect Zoom" and authenticate via OAuth
- Grant AgencyPro permission to create meetings on your behalf
- Set default meeting options (waiting room, passcode, recording)
- Configure which AgencyPro events trigger Zoom creation (bookings, project kickoffs, check-ins)
- Test by creating a scheduled call — a Zoom link appears in the calendar invite automatically
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.
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Ready to Get Started?
Connect Zoom with AgencyPro and streamline your workflow today.