How to Integrate Zoom with Your Platform

Integrating Zoom with your platform allows you to schedule and manage Zoom meetings directly from your instructor-led training sessions. Once connected, instructors can create virtual classes without switching between applications, making it easier to deliver live online training.

This guide walks you through creating a Server-to-Server OAuth app in Zoom and connecting it to your platform.

Part 1: Create a Server-to-Server OAuth App in Zoom

Step 1: Sign In to the Zoom App Marketplace

Open the 'Zoom App Marketplace'. Sign in with your Zoom administrator account and click 'Develop' in the bottom left.

Step 2: Create a New App

Click 'Build App'.

Step 3: Select Server-to-Server OAuth

Locate the 'Server-to-Server OAuth' app type and click 'Create'.

Step 4: Name Your App

Enter a name for your app, then click 'Create'.

Zoom creates your application and opens the app configuration page.

Step 5: Copy Your App Credentials

On the 'App Credentials' page, copy the following values:

Account ID
Client ID
Client Secret

Keep these values available, as you'll need them when configuring the integration.

Step 6: Add Required Scopes

Open the 'Scopes' tab and click '+ Add Scopes'.

Step 7: Configure App Permissions

Add the required permissions to manage Zoom meetings.

Commonly required scopes include:

meeting:read:admin
meeting:write:admin
user:read:admin

Your organization may require additional scopes depending on how Zoom is used.

Step 8: Continue Setup

Click 'Continue'.

Step 9: Activate the App

After reviewing the configuration, click 'Activate your app'.

Your Zoom OAuth application is now ready for use.

Part 2: Connect Zoom to Your Platform

Step 10: Open Integrations

Step 11: Select Zoom

Select 'Zoom'.

Step 12: Connect Your Zoom Account

Paste the credentials copied from your Zoom OAuth application into the corresponding fields.

Enter your Account ID.
Enter your Client ID.
Enter your Client Secret.
Click Connect.

If the credentials are valid, the integration status changes to 'Connected'.

Step 13: Test the Connection

Click 'Test Connection' to verify that the platform can successfully communicate with Zoom.

If the test is successful, your Zoom integration is ready to use.

Using Zoom for Training Sessions

Once the integration is connected, Zoom becomes available when creating or managing instructor-led training.

You can:

Schedule Zoom meetings directly from training sessions.
Automatically generate Zoom meeting links.
Share meeting details with learners.
Launch Zoom meetings from within the platform.
Manage virtual instructor-led training from a single location.

Troubleshooting

Unable to connect

Verify the Account ID, Client ID, and Client Secret.
Ensure the Server-to-Server OAuth app has been activated.
Confirm you are using an administrator account.

Test Connection fails

Check your internet connection.
Verify that your OAuth credentials have not expired or been regenerated.
Ensure the required scopes have been added to the Zoom app.
Confirm the app is still active in the Zoom App Marketplace.

Unable to create Zoom meetings

Verify the Zoom integration status is Connected.
Ensure your Zoom app has the required meeting permissions.
Confirm your Zoom account has the appropriate meeting license.

Your Zoom integration is now ready to use. Instructors can create and manage Zoom meetings directly from instructor-led training sessions without leaving the platform, making it easier to schedule, launch, and manage virtual training from a single place.

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