Is it possible to start a Zoom video session right from the chat conversation? | Community
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I would like the ability to kick off a zoom session from an Intercom conversation, and have Zoom automatically create a meeting id, set the meeting subject based on the client's name and put the invite into the chat. Right now I kick off client zoom sessions, based on Intercom conversations, by hand, using by personal meeting id, and locating a previously recorded session (if I ever need to review it) is difficult, because all recorded zoom sessions are called "Personal Meeting Room".

Hello @yuri​ ,

 

In your case, you should use Calendly <> Intercom Zoom <> Calendly Integrations.

 

Calendly <> Intercom Integration will allow scheduling appointments inside the Intercom conversation;

Zoom <> Calendly Integration will schedule Zoom meetings, once the appointment will be submitted through chat.

 

Calendly Official Web-Site

Calendly <> Intercom App

Calendly <> Zoom Integration

 

I hope this will be helpful.


Thanks, @roy s11​ . I am a help desk agent, one who is initiating the Zoom calls, and I do it in the moment, right away, not scheduling them in advance. With calendly allow me to do that, or is it only for my clients to initiate calls with me?


@yuri​ , At this time there no app that will allow scheduling Zoom calls directly from Inbox =(

 

A workaround will be to use Zapier integration.

 

Example:

Tag - ZoomCall added to a conversation or user profile <> Zoom will schedule the meeting.

 

BTW - such Integration available for Google Meet.

 

I hope this will be helpful.


You can also request this feature in @Product Wishlist​ Group cause the Zoom app is built by Intercom.


I have the same issues as you have and I have a way to do this without using the suggested method above.

 

Go to the App Store, find Quick Links and install that in your Intercom app.

Once installed - add one of the quick links to be your personal zoom link.

Now you can click it and it automatically opens a zoom window where you can give the invite code.


I have the same issues as you have and I have a way to do this without using the suggested method above.

 

Go to the App Store, find Quick Links and install that in your Intercom app.

Once installed - add one of the quick links to be your personal zoom link.

Now you can click bazookam and it automatically opens a zoom window where you can give the invite code.

You can streamline this process by integrating Zoom with Intercom via the Zoom API or using automation tools like Zapier. This setup can automatically create a unique meeting ID, set the meeting subject to the client’s name, and post the invite directly into the Intercom chat. It also ensures recordings are saved with the client-specific subject, making them easier to locate later. This eliminates the need to use your personal meeting ID and manually manage sessions, saving time and reducing errors.