How to integrate Zoom with systeme.io

In this article, you'll learn how to integrate Zoom with systeme.io

What you'll need :

How does the Zoom integration work?

Integrating Zoom with Systeme.io lets you use Zoom for meetings in our Calendar feature. Upon registration, invitees will automatically receive links to the Zoom meetings via email.

1. Connect your Zoom account in systeme.io :

1. Click on your profile picture, then go to the "Settings" section.

2. Scroll the menu on the left until you reach the section "Integrations, then click on it.

3. Click on "Zoom" to add your Zoom account to your systeme.io account.

A first pop-up will appear, on which you must click on "Connect" to start integrating your Zoom account.

A second pop-up will appear in which you must log in to your Zoom account.

After login, you need to grant systeme.io access by clicking on "Allow". This lets us manage the integration between your Zoom account and our platform.

Finally, you will notice the addition of your Zoom account on the interface of systeme.io

Subsequently, after clicking on "Connected", you will have the account information, as well as the option to disconnect this Zoom account.

2. Create an event in booking calendar:

Access the "Calendar" tab in the "CRM" section, then click on the "Create new event" section to create an event.

The event details will appear, where you will need to enter its name, the event duration, the host name, and the description, then select "Online meeting" under the "Location" section.

You will see a pop-up window where you need to select "Zoom" from the 3 available options, then click on the "Save" button.

Note: Registered participants will automatically receive an email containing the link and password necessary to access the meeting.

For more information on the various options for configuring your calendar, we encourage you to consult How to use the booking calendar feature on Systeme.io.

Adding a calendar to your page:

Once you finish setting up your event, proceed to the editor of the page in question and add the "Calendar" element to the page.

Then, please select the desired event from those available. Once this step is completed, your booking calendar will be ready.

Important: Once an invitee registers for the event, they will receive an email with all the event details, including the link to the Zoom meeting and the access password.

Removing the integration in Zoom

In order to remove integration with systeme.io on the Zoom side, please do the following:

  • Log in to your Zoom Account and navigate to the Zoom App Marketplace.
  • Click Manage >> Added Apps or search for the "Systeme.io" app.
  • Click the "Systeme.io" app.
  • Click Remove.
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