Zoom Integration
Via ZapierAgencyPro connects to Zoom through Zapier, not a built-in integration. A Zap can create a Zoom meeting when an AgencyPro event fires, such as a new request or order form submission, and pass the link on. Another Zap can send a new cloud recording link to the client as an AgencyPro message.
Connects via Zapier
AgencyPro connects with Zoom through Zapier, not a native built-in integration. You build automated workflows ("Zaps") with the AgencyPro app on Zapier, which has triggers for clients, requests, tickets, invoices, payments and order forms. You need the AgencyPro Plus plan and a Zapier account. Zapier's Free plan runs two-step Zaps; multi-step Zaps and premium apps need a paid Zapier plan.
Browse AgencyPro ZapsWhy connect Zoom with AgencyPro
Kickoff calls follow predictable events. With Zapier, Order Form Submitted in AgencyPro can run Zoom's Create Meeting and then AgencyPro's Send Message, so the client gets the link inside the portal. After the call, Zoom's New Cloud Recording trigger can send the recording link the same way.
There is no native Zoom integration in AgencyPro, and AgencyPro has no calendar or booking triggers. For self-serve booking, use the Calendly extension and let Calendly add the Zoom link.
Key features
Benefits for your agency
How agencies use Zoom with AgencyPro
Kickoff call on purchase
Order Form Submitted creates a Zoom meeting and messages the link to the client.
Recording links to clients
New Cloud Recording in Zoom sends the link as an AgencyPro message.
Escalation calls
A high-priority ticket creates a Zoom meeting and posts the link to your team.
How to set up Zoom with Zapier
- Check that your AgencyPro workspace is on the Plus plan, which includes Zapier.
- Create a Zapier account if you don't have one. Check whether your Zap needs a paid Zapier plan.
- Open the AgencyPro app on Zapier and create a new Zap. Connect your AgencyPro account when Zapier asks.
- Choose the trigger: an AgencyPro event such as Invoice Created or Payment Created, or a Zoom event if data should flow into AgencyPro.
- Add Zoom (or AgencyPro) as the action app and connect that account.
- Map the fields, test with a real record, then turn the Zap on.
Frequently asked questions
Does AgencyPro create Zoom links when clients book through the portal?
Not by itself. If clients book with Calendly, Calendly can add the Zoom link. Zapier Zaps run on AgencyPro events such as requests and order forms.
Do cloud recordings need a paid Zoom plan?
Yes. Zoom cloud recording is a paid Zoom feature.
Which AgencyPro plan do I need?
Plus, which includes Zapier.
Ready to get started?
See how Zoom fits into your AgencyPro setup, or ask us which plan you need.