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Integration · Communication
Zoom ERP integration for meetings that stay attached to the work
Sales demos, project reviews, training sessions and support calls happen on Zoom. Linking them to ERP records keeps the history in one place and removes the manual step of creating meeting links.
01Data
What data syncs, and in which direction
| Entity | Direction | Notes |
|---|---|---|
| Meetings | ERP → App | Created from activities with join links. |
| Meeting updates | ⇄ Both | Reschedules and cancellations synchronised. |
| Participants & duration | App → ERP | Logged against the activity. |
| Recordings | App → ERP | Links attached where permitted. |
02Use cases
Common use cases
01
Sales demos
Meeting links in quote follow-ups.
02
Project reviews
Meetings logged against projects.
03
Training sessions
Course sessions scheduled from ERP events.
03 — Architecture
API architecture
A Zoom Server-to-Server OAuth app creates and updates meetings via the Zoom API. Zoom webhooks (verified) notify meeting start, end and recording completion.
04Reliability
Authentication, errors and retries
01
Authentication
Server-to-Server OAuth app credentials scoped to meeting management, stored securely.
02
Error handling
Failed meeting creation surfaced to the user; webhook processing errors logged.
03
Retry strategy
Retries with backoff on rate limits and transient errors.
05 — Data mapping
Field mapping essentials
| Zoom | ERP |
|---|---|
| ERP activity | Zoom meeting |
| Activity attendees | Meeting invitees |
| Meeting ID / join URL | Activity fields |
| Participant report | Activity notes |
| Recording link | Attachment link |
06 — Automation
Automation opportunities
- Add Zoom links automatically to scheduled activities
- Log meeting duration and attendees
- Send recording links to attendees after training
- Create follow-up tasks after meetings end
07 — Security
Security considerations
Credentials stored securely, webhook verification enabled, and recordings shared only according to consent and policy.
Related
Where this integration fits
Services
Other integrations
Often connected together
Microsoft 365Outlook, Teams, SharePoint and Entra ID connected to ERP via Microsoft Graph.Google WorkspaceGmail, Calendar, Drive and Google sign-in integrated with your ERP.HubSpotContacts, companies, deals and order data synchronised between HubSpot and your ERP.TwilioSMS, voice and verification through Twilio, triggered by ERP events.
Insights
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FAQ
Frequently asked questions
Can meetings be created from CRM?
Yes, from activities on leads, customers or projects.
Are recordings stored in the ERP?
We store links rather than files, respecting recording permissions.
Does it work with Microsoft Teams instead?
Yes, a similar integration is possible through Microsoft Graph.
Next step
Connecting Zoom to your ERP?
Tell us what you want to automate. We will design a reliable integration with monitoring built in.