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.
Step 2: Enable Zendesk in Zoom
Login to your Zoom account. From the integrations page, click the configure link for Zendesk.
Set your subdomain, Zendesk admin email, and Zendesk API token.
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.
Step 4: Install the Zoom app for Zendesk
Sign into Zendesk as an admin. Go to the Marketplace and search for Zoom.
Install the Zoom for Zendesk app, and enter the Zoom API Key and Secret during installation.
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.
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.
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.
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.
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.
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.
By clicking on the recording links, you can watch the recording online or download it without signing into Zoom.