Zoom for Zendesk Integration Follow

Overview

The Zoom / Zendesk app provides the following features:

  • The agent can create an instant Zoom meeting, and post the meeting join URL to the conversation.
  • The agent can schedule zoom meetings, and post the start/stop times and join URL to the conversation.
  • In the Zoom meeting, if participants create one or more recordings, the Zoom app will post URLs for those recordings to the ticket conversation after the meeting ends.
  • Agents/customers can receive email/notification via Zendesk email.

Setup

Install Zoom for Zendesk in four steps 

Step 1: Get the API token from Zendesk

Get the Zendesk API Token from your Zendesk Admin page. Enable the token and add an active token.
1_GetAPI_FromZD.png

Step 2: Enable Zendesk in Zoom

Login to your Zoom account. From the integrations page, click the configure link for Zendesk
2_EnableZD_InZoom.png

Set your subdomain, Zendesk admin email, and Zendesk API token. 
3_SetSubdomain.png

Zoom validates these parameters with Zendesk; if the values are incorrect, you will get the following error message: Zendesk setting is invalid. 

Step 3: Get API Key and Secret from Zoom

Log into your Zoom account as an admin at https://zoom.us/developer/api/credential and copy the API Key and API Secret:
4_APIKeySecret.png

Step 4: Install the Zoom app for Zendesk

Sign into Zendesk as an admin. Go to the Marketplace and search for Zoom. The Zoom app for Zendesk can also be found here.
Install the Zoom for Zendesk app, and enter the Zoom API Key and Secret during installation:
5_InstallZoomInZD.png

Using the App 

Start an instant meeting

When viewing a ticket, click on the Apps button to show the Zoom meeting options in the sidebar.
6_InApp.png

Click on the Start a Meeting button to launch an instant Zoom meeting. The Zendesk app will add a message to the conversation, as a public reply, that includes a link to the Zoom meeting. The agent can annotate this message before submitting it
7_StartMeeting.png

Once the message is posted in the conversation, the customer can click the link to join the Zoom meeting.

Schedule a meeting

Click on the Schedule a Meeting button to launch the Zoom meeting schedule dialog:
8_ScheduleMeeting.png

The dialog auto-fills the Topic field with the ticket title. Assignee When is the current date/time, in the assignee’s time zone. Requester When is the corresponding date/time in the Requester’s time zone.

Click Save to schedule the meeting and post a summary message containing the join URL to the conversation as a public reply. Annotate the message before Submitting the reply.
9_JoinMeetingInfo.png

Meeting Ended

After the meeting ends, the agent will receive a private conversation entry, with the meeting summary, including: meeting topic, start time, end time, duration in minutes, and list of participants.
10_meetingEnd.png

Meeting Recording

If more than one person attends the meeting, and if one or more recordings are created during the meeting, then when the meeting ends, the Zoom app will send a notification to the Zendesk conversation that includes URLs to the recording links.
11_MeetingRecording.png

By clicking on the recording links, you can watch the recording online or download it without signing into Zoom.
12_Recording.png

Was this article helpful?
Have more questions? Submit a request
Powered by Zendesk