Zoom Integration

 

Who can use this feature:
The Zoom integration is only available to users on US servers; it is not available to users in the EU or AU
Available on Standard + plans
NOTE: You can find information on the monday CRM Zoom Integration here.

 

Zoom is an online communication platform that allows you to run your meetings wherever you are! Now with our brand new Zoom integration, you can make sure you'll stay connected no matter what! This integration allows you to gain insights and gather all the information you need from the online meetings you have right into your monday.com account.

 

How to add it

To add an Integration, go to the board you want to create an Integration for and click on the Integrate button, located on the upper right of your screen. Once on the page, you will see all of the amazing apps we offer to integrate with. Search for or locate the Zoom integration and then go ahead and select it.Group 64 - 2024-11-07T101201.099.png

 

Once you click on the Zoom integration banner you will find the templates that the integration offers.

Click on the template you want to use, which will prompt you to connect your monday.com account with your Zoom account. Follow the steps on the screen to connect your Zoom account by using your login credentials.

Note:  Please note that this integration only supports Zoom meetings which you're the creator of. 

 

Once you've chosen the template and authorized monday to access your Zoom account, you will get to the integration window. This is where you will be able to set up and customize your integration recipe by clicking into the underline fields, as shown below.Screenshot 2024-11-07 at 10.14.29 1.png

 

Note:  Please note that currently webinars are not supported by the integration. 

 

Add your meetings to your calendar

You can automatically add your scheduled Zoom meeting directly into your calendar. To do so, you can use this template: Screenshot 2024-11-07 at 10.15.35 1.png

 

Here, it is important to map each columns properly. For example, our Date Column on our monday.com board will be mapped with the scheduled start time of the meeting: Screenshot 2024-11-07 at 10.16.56 1.png

 

Once a meeting is scheduled, you will then see the actual date and time of that meeting in your monday board.Group 64 - 2024-11-07T105955.487.png

 

Next, use the calendar integration to integrate that meeting directly into your calendar. You can sync your calendar with Outlook or Apple or integrate with Google Calendar

If you'd like your colleagues to have the meeting populate in their calendar, they can also synchronize this column to their own calendar. 

 

Use Cases

When scheduling a meeting in Zoom, create an item. 

This integration is so helpful to keep track of your meetings and get all the relevant insights in one place. To get started, simply map out all the data into each column as seen below: Screenshot 2024-11-07 at 10.16.56 1.png

 

 Once done, click on Done. That's it! The integration is now added to your board!

 

When starting a meeting on Zoom, create an item and sync meeting details 

This integration will provide you automatically relevant insights from the meetings you are hosting. To get started, select which meeting/s you'd like to be added to the board: Screenshot 2024-11-07 at 11.37.39 1.png

 

Next, select which data will be mapped into each column:Screenshot 2024-11-07 at 11.40.04 1.png

 

Mapping the data is an important part of the process. This is where you can pick which insights you'd like to receive from your meeting. It can be the number of participants, the actual duration and more!

Once finished, click on Done. That's it! The integration is now added to your board.

 

Tip: You're able to use both templates to dive into each meeting individually, review and analyze each meeting, and save everything in one centralized location.  If you do so, please make sure the item mapping of both templates is identical in order to see all the wanted information.

 

Supported Zoom Columns 

The following meeting information from Zoom is supported by our monday.com integration:

  • Actual Duration
  • Actual End Time
  • Actual Start Time
  • Host
  • Host Email
  • Join URL
  • Meeting Agenda
  • Meeting ID
  • Meeting Name
  • Meeting Type
  • Participants
  • Participants Count
  • Recordings
  • Scheduled Duration
  • Scheduled Start Time
  • Timezone 

The following information is supported with limitations:

  • Recordings - Supported only for paid accounts. Please make sure Admin enabled cloud recordings. 
  • Participants Data - Supported only for Zoom Pro account and up. 
Note:  Currently the chat box of the meeting is not supported. This is something that we would like to implement in the near future so stay tuned! 

 

Zoom integration column

When selecting which data will be mapped into each column, the integration column will be added automatically with the tip that will explain the column purpose, to maintain the connection between the parameters in both apps:Group 65 (18).png

 

Refreshing a connection

If you are having connectivity issues, you can refresh monday's connection with Zoom to fix this issue.

Start by clicking on the Integrate button at the top right of your screen to get to the Automation center. From there, click on the Connections tab.Group 64 - 2024-11-07T115154.795.png

 

Click on the three-dot menu to the right of the integration you want to refresh, and then click on the Reconnect option. Group 64 - 2024-11-07T115419.284.png

 

Uninstalling the connection 

To uninstall the connection between monday.com and Zoom follow the same steps as listed above for reconnecting, but this time select the Delete option instead. Group 64 - 2024-11-07T115624.463.png

 

You will be asked to confirm your decision to delete the connection:Screenshot 2024-11-07 at 11.57.24 1.png

 

More Assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. You can consult and hire their services directly through our professional services online store.

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.

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