Integration with Zoom.us to create meetings dynamically

With Chili Piper's Zoom integration, you can dynamically create a unique Zoom meeting ID every time a new meeting is booked. 

Zoom Integration is included in your Chili Piper subscription, assuming you have a Zoom Subscription.

Important: 

1) Please make sure the Zoom Admin is the User who Integrates Zoom into Chili Piper. If that user is not a Chili Piper user, we will allow temporary access for this purpose and will not bill you for this user.

2) Please ensure the email address associated with a user's Zoom Account exactly matches the user's SFDC email address. 

3) Make sure to use the global API key found on the Developers page rather than the API key found in profile settings. 


Integrating Zoom.us with Chili Piper 

  1. Head over to your Chili Piper Integrations Page.
  2. Click the "Connect" button under the Zoom logo.
  3. You will be prompted to enter both your "API Key" and "API Secret".

    1. You can obtain your API Key and API Secret from your Zoom Developer account page.
    2. Fill out the form on the page.
      1. Note: Zoom Admin Access Required
      2. You'll want to get to this page and fill out the info as shown below.
      3. You can find the "API Key" and "API Secret" here.
  4. Copy and Paste your "API Key" and "API Secret" into the respective fields in Chili Piper
  5. Click "Save" and BOOM! You've integrated Zoom. Nice job.

Your Zoom.us account has now been connected to Chili Piper for every one of your users who has a Zoom Account. Your users do not need to take any action.


Updating Meeting Templates and Reminders

Now that you've successfully connected your Zoom account, you can update your Team's  Meeting Templates and Reminders with the {!Assignee.Zoom} and {!Booker.Zoom} dynamic fields.

Tags

{!Assignee.Zoom}
The Zoom Conference URL for the user the meeting is assigned to  
{!Booker.Zoom}  The  Zoom Conference URL for the user who books the meeting
  {!Assignee.Zoom.USdetails} 
The Zoom Conference URL + Dial-in Info for the user the meeting is assigned to
{!Booker.Zoom.USdetails}  The Zoom Conference URL + Dial-in Info for the user who books the meeting

How it renders in the Calendar Invite:

{!Assignee.Zoom} https://zoom.us/j/965678485  
{!Booker.Zoom}  https://zoom.us/j/965678485  
  {!Assignee.Zoom.USdetails}  Please join my meeting from your computer, tablet or smartphone : https://zoom.us/j/945911323

Or iPhone one-tap:
   US: +16465588656,,945911323# or +16699006833,,945911323#

Or Telephone:
   Dial(for higher quality, dial a number based on your current location):
   US: +1 646 558 8656 or +1 669 900 6833
   Meeting ID: 945911323
   International numbers available: https://zoom.us/zoomconference
{!Booker.Zoom.USdetails}  Please join my meeting from your computer, tablet or smartphone : https://zoom.us/j/945911323

Or iPhone one-tap:
   US: +16465588656,,945911323# or +16699006833,,945911323#

Or Telephone:
   Dial(for higher quality, dial a number based on your current location):
   US: +1 646 558 8656 or +1 669 900 6833
   Meeting ID: 945911323
   International numbers available: https://zoom.us/zoomconference

For Meeting Templates:

When meetings are booked, the field will automatically populate in the description with a Unique Zoom Link.

For Reminders:

When your reminders are sent out, the field will automatically populate in the body of the email with a Unique Zoom

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