Zoom

Add the ability for anyone to schedule Zoom meeting with your agents directly from ServiceBell.

ServiceBell's integration with Zoom adds the ability to create Zoom type events in the Scheduling tool. Zoom type events will automatically create a Zoom meeting linked to the event and email out the required information to join the event.

Installing the Zoom Integration

To activate the ServiceBell Zoom integration, go to the user Integrations page in your ServiceBell settings, find the Zoom card, and click the toggle to enable it. You'll be redirected to Zoom to authorize access.

Removing the Zoom Integration

To disable the Zoom integration simply go to the user Integrations page where you installed the integration and click the toggle. This will disable the integration.

If you want to completely remove the app from your Zoom account do the following:

1. Login to your Zoom Account and navigate to the Zoom App Marketplace.

2. Click Manage >> Added Apps or search for the "ServiceBell" app.

3. Click the "ServiceBell" app.

4. Click Remove.

Adding a Zoom Meeting Event Type to your Scheduler

The ServiceBell scheduling tool gives each agent their own homepage where anyone can schedule time to talk. Enabling the Zoom integration allows you to create meeting types in the Scheduling tool that automatically create Zoom meetings.

1. Go to the Add Event Types page in the scheduling tool.

2. Click the "Location" drop-down menu and select "Zoom".
3. Fill out the rest of the fields in the form and click "Save".

Your Scheduling homepage will now have a meeting type available where anyone can schedule a Zoom meeting with you.