Set Up Zoom in Kizen

Audience: Admins, Developers, Solution Architects

Purpose: Explains how to configure the Zoom integration at both the business and user levels to schedule Zoom meetings, retrieve transcripts and audio file links, and sync your Zoom calendar in Kizen

Overview

Caution: This setup reflects Kizen's default configuration. Your administrator may have customized your layout, so columns or navigation may appear differently. Trial accounts may have limited features.

To schedule Zoom meetings, work with transcripts and links to audio files in Agentic Workflows, and include Zoom meetings in your Kizen calendars, you must first set up the Zoom integration. Setup happens in two stages:

• Authorize your Kizen business to work with the Zoom integration. Setup at the business level requires a Zoom account with administrator privileges.
• Authorize the individual Zoom accounts of each user of the integration. These Zoom accounts don't need any special privileges.

Each setup is independent of the other, and you don't need to complete them both if you don't need access to the full range of integration features.

For more information, see the Zoom - Beta overview.

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Before You Begin

Before you enable the Zoom integration, ensure you have:

• An active Zoom account with administrator privileges to schedule meetings and access recordings for Zoom users in your organization
• A Zoom account with or without administrator privileges for each individual user of the integration
• An administrator account in Kizen

Note: For access to the complete range of features in the integration, use paid Zoom accounts. Basic accounts don't support cloud recording or transcription.

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Set Up Zoom at the Business Level

The connection at the business level incorporates Zoom into Agentic Workflows on behalf of the Zoom admin and every other user on the Zoom account.

To set up Zoom at the business level:

1

Go to the App Marketplace

In the global navigation of Kizen, select Platform > App Marketplace.

2

Turn on the Zoom connection

Find the Zoom card, and turn on the slider.

The Zoom Configuration modal appears.

3

Authorize Zoom

In the Zoom Configuration modal, select Authorize App.

Zoom launches.

Note: Once you authorize Zoom, you don't have to do it again. However, if you ever need to reconnect, open your Zoom configuration in Kizen, and select Re-Authorize App in the settings for the business level.

4

Sign into Zoom with an admin account

This account must have permissions to manage meetings and recordings for your organization.

Signing into Zoom automatically returns you to Kizen.

5

Save the configuration

Back in Kizen, select Save.

Note: To remove the Zoom admin account's Kizen access, open your Zoom configuration in Kizen, and select Revoke Authorization in the settings for the business level.

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Set Up Zoom at the User Level

To set up Zoom at the user level:

1

Go to the App Marketplace

In the global navigation of Kizen, select Platform > App Marketplace.

2

Edit the configuration

Find the Zoom card, and select Edit Configuration.

The Zoom configuration page opens.

3

Go to the user settings

On the configuration page, select the User Settings tab.

4

Authorize Zoom

In the user settings, select Authorize App.

Zoom launches.

Note: Once you authorize Zoom, you generally don't have to do it again. But if you ever need to reconnect, open your Zoom configuration in Kizen, and select Re-Authorize App in the settings for the user level.

5

Sign into Zoom with your user account

Signing into Zoom automatically returns you to Kizen.

6

Configure the Zoom integration

Back in Kizen, under App Configuration of the user settings, review the options:

• Enable External Calendars. Turn on this option to show your Zoom meetings on your calendars in Kizen. For more information, see Show Your Zoom Meetings on Calendar Dashlets.
• Enable Schedule Meeting Adornment. Turn on this option to add a Schedule Zoom Meeting command to the context menus of Date and DateTime fields in Kizen Records. Select this command to schedule a Zoom meeting. For more information, see Schedule a Zoom Meeting from a Kizen Record.

7

Save the configuration

Select Save.

Note: To remove your Zoom account's Kizen access, open your Zoom configuration in Kizen, and select Revoke Authorization in the settings for the user level.

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What's Next

Now that you've set up the Zoom integration, you can schedule Zoom meetings and introduce meeting transcripts and links to audio recordings in your Agentic Workflows. Continue to Use Zoom in an Agentic Workflow to learn more.

Related Topics

• Zoom - Beta
• Use Zoom in an Agentic Workflow
• Show Your Zoom Meetings on Calendar Dashlets
• Schedule a Zoom Meeting from a Kizen Record
• Troubleshoot Zoom

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Zoom and the Zoom logo are trademarks or registered trademarks of Zoom Communications, Inc. Kizen's Zoom integration is not affiliated with, sponsored by, or endorsed by Zoom Communications, Inc.