How to add it

To add an Integration, go to the board you want to create an Integration for and click on "Integrate", located on the upper right of your screen as below: 

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.

Once you click on the Zoom integration banner you will find the recipes that the integration offers:

• When hosting any meeting on Zoom, create an item and sync meeting details.
• When scheduling a meeting in Zoom, create an item.
• When a participant joins any meeting before the host, notify someone.
• When a participant is waiting for the host on any meeting, notify someone.  

Once you click on the recipe of your choice, you will be asked 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 recipe and inserted your token, 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.

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 the below recipe: 

Here, it is important to map each columns properly. For example, our Date Column on our monday.com board will be mapped with the schedule start time of the meeting: 

Once a meeting is scheduled, you will then see the actual date and time of that meeting in your monday board: 

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

• Use Case 1: 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 below: 

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

• Use Case 2: 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: 

Next, select which data will be mapped into each column:

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

Tip: You're then able to use both recipes 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 recipes is identical in order to see all the wanted information :) 

Supported Zoom Columns 

Currently, 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:

Important Note 💡

Please note that in the past couple of days we've been making improvements to our Zoom integration! Due to these improvements, you might experience issues with the current connection between monday.com and Zoom.

In order to prevent these issues, please refresh the connection between monday.com and Zoom by following the steps listed below:

1. Click on the "Integrate" button at the top right of your screen

      2. Click on the "Board automations" tab

      3. Click on the three-dot menu to the right of the integration recipe and select "Edit"

      4. Choose “use another account” and then select "Connect" in the following screen. This action simply refreshes the connection.

And, that’s it! 

Uninstalling the connection 

To uninstall the connection between monday.com and Zoom please follow these steps: 

1. Login to your Zoom account, click on "Solutions" on the tap bar and navigate to the Zoom App Marketplace.

2. Click Manage > Installed Apps or search for the monday.com app. 

3. Click the monday.com app.

4. Click uninstall.

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.