Zoom Integration in TalleFlow

 TalleFlow's Zoom integration lets you connect your Zoom account and automatically generate a Zoom meeting link when you schedule a video meeting.

Once Zoom, is connected:

• You can select Video as a meeting type
• You'll be able to choose Zoom in the meeting's Date & Location step
• When the meeting invite is sent, TalleFlow will generate a Zoom meeting link and include it in the invite.

Zoom can be connected two ways:

• As a business connection, set up for the whole business.
• As a member connection, where you connect your own Zoom account and optionally share it with the business. This requires the Allow members to connect their own account toggle to be on for Zoom.​
  

Both owners and sub-account users can connect and share a Zoom account. To learn how member and shared connections work, see "Personal & Shared Connections: Connect Your Own Gmail, Outlook, and Zoom."

1. Open the Business Switcher (top-left)
2. Hover over your business name → click the ⚙️ gear icon
3. Go to Connected Tools → Integrations
4. Find Zoom and click Connect
5. Follow the Zoom authorization steps to finish connecting
   

Once connected, Zoom will be available when scheduling video meetings.

1. Open the Business Switcher (top-left)
2. Hover over your business name → click the ⚙️ gear icon
3. Go to Connected Tools → Integrations
4. Find Zoom and click Disconnect
   

Once disconnected, Zoom will no longer be available when scheduling video meetings.

1. Go to Calendar
2. Click + New → select Meeting (or create a meeting from the calendar)
3. In the meeting setup modal:
   • In Details, set Meeting Type to Video
4. Go to the Date & Location tab
5. Choose Zoom
6. Click Create Meeting
   

When the meeting invite is sent, TalleFlow will automatically include the Zoom meeting link.

• Zoom is connected and
• Meeting Type is set to Video and
• Zoom is selected in Date & Location
  

If Zoom isn't connected yet, you won't be able to generate a Zoom link from the meeting flow.

• Confirm Zoom is connected in Business Settings → Connected Tools → Integrations
• Confirm you're creating a meeting with Meeting Type = Video
• If you have multiple businesses, make sure you're in the correct business (Zoom is per-business)
• If you're using a shared Zoom account, confirm the person who connected it still has it shared with the business

• Double-check the meeting was set to Video and Zoom was selected in Date & Location
• Try disconnecting and reconnecting Zoom from Business Settings → Connected Tools → Integrations