> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbitforms.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoom

> Auto-create Zoom meetings for scheduled bookings

<img src="https://mintcdn.com/orbitai-d647f397/T1yKN7sdBmMTM8cv/_images/integrations/zoom.svg?fit=max&auto=format&n=T1yKN7sdBmMTM8cv&q=85&s=9c5fcb17a20544d0e70777ce4b89d118" alt="Zoom" width={40} height={40} data-path="_images/integrations/zoom.svg" />

[Visit Zoom](https://zoom.us)

Connect your Zoom account to automatically create Zoom meetings when someone books a meeting through your
scheduling pages. Zoom is a **personal integration** — each team member connects their own
Zoom account, and meetings are created using the host's connected account.

<CardGroup cols={3}>
  <Card title="Auto-Create" icon="video">
    Zoom meetings are created automatically when bookings are made
  </Card>

  <Card title="Auto-Update" icon="arrows-rotate">
    Meetings update automatically when bookings are rescheduled
  </Card>

  <Card title="Auto-Cancel" icon="trash">
    Zoom meetings are deleted when bookings are cancelled
  </Card>
</CardGroup>

<Info>
  **Personal integration** — Zoom is connected per user, not per team. Each team member who hosts meetings with Zoom should connect
  their own account in the Email & Calendar settings. When a booking is made, the host's personal
  Zoom account is used to create the meeting.
</Info>

## Prerequisites

You'll need:

* A Zoom account (Free, Pro, or Business)
* Member access to your OrbitForms team
* At least one scheduling page configured in OrbitForms

## Adding the App

Follow these steps to connect your Zoom account to OrbitForms and start generating meetings automatically.

<Steps>
  <Step title="Log in to OrbitForms">
    Sign in to your [OrbitForms dashboard](https://app.orbitforms.ai). You must be a member of the team where you want to use Zoom for scheduling.
  </Step>

  <Step title="Go to Email & Calendar settings">
    Navigate to **Settings → Email & Calendar** in your OrbitForms dashboard. This is where
    all personal connections are managed, including email, calendar, and Zoom.
  </Step>

  <Step title="Click &#x22;Connect Zoom Account&#x22;">
    In the Zoom section, click **Connect Zoom Account**. You'll be redirected
    to Zoom's OAuth authorization page.
  </Step>

  <Step title="Authorize OrbitForms">
    Sign in to your Zoom account and click **Allow** to grant OrbitForms permission to
    create and manage meetings on your behalf. OrbitForms will request the following permissions:

    * Create, view, and manage Zoom meetings on your behalf
    * Access your Zoom user profile information

    After authorizing, you'll be redirected back to OrbitForms automatically.
  </Step>

  <Step title="Set Zoom as your meeting location">
    Open your scheduling page settings and set **Zoom** as the meeting location type.
    New bookings will now automatically generate Zoom meeting links using your connected account.
  </Step>

  <Step title="You're all set!">
    Your Zoom account is now connected. When someone books a meeting through your scheduling pages, a Zoom meeting
    will be created automatically. Having trouble? See the [troubleshooting guide](#troubleshooting) below.
  </Step>
</Steps>

## Usage

Once Zoom is connected and set as the meeting location for a scheduling page, the entire meeting lifecycle
is managed automatically. Below is a breakdown of each feature, when it applies, and what you need.

### Automatic Meeting Creation

**Use case:** You want a unique Zoom meeting link generated every time someone books a meeting through your scheduling page, without any manual work.

**How it works:** A Zoom meeting is automatically created using the host's connected Zoom account with the correct date, time, and duration. The join link is included in the calendar event and confirmation emails sent to both parties.

**Prerequisites:** Zoom account connected · Scheduling page with "Zoom" as the meeting location

### Automatic Meeting Updates

**Use case:** An attendee reschedules a booking and the Zoom meeting needs to reflect the new date and time, without creating a new link.

**How it works:** When a booking is rescheduled, the existing Zoom meeting is updated with the new date and time. The same meeting link is preserved, so any links already shared remain valid.

**Prerequisites:** Original booking must have been created with Zoom connected

### Automatic Meeting Cancellation

**Use case:** A booking is cancelled and the Zoom meeting should be removed from the host's account to keep things clean and avoid confusion.

**How it works:** When a booking is cancelled, the Zoom meeting is automatically deleted from the host's Zoom account. Attendees who try to join the old link will see that the meeting no longer exists.

**Prerequisites:** Original booking must have been created with Zoom connected

<Info>
  **Note for teams** — Each host's personal Zoom account is used to create meetings for their bookings. If a team member
  hasn't connected Zoom, their bookings will not generate Zoom meetings. Have each team member connect
  Zoom in their own **Settings → Email & Calendar** page.
</Info>

## Removing the App

You can disconnect Zoom from OrbitForms at any time. There are two ways to remove the integration depending on
whether you want to disconnect from within OrbitForms or from your Zoom account directly.

### Option 1: Disconnect from OrbitForms

<Steps>
  <Step title="Open settings">
    Go to **Settings → Email & Calendar** in your OrbitForms dashboard.
  </Step>

  <Step title="Disconnect Zoom">
    In the Zoom section, click **Disconnect** next to your connected Zoom account.
  </Step>

  <Step title="Confirm disconnection">
    Confirm the disconnection. OrbitForms will revoke its access to your Zoom account and delete your stored Zoom OAuth tokens.
  </Step>
</Steps>

### Option 2: Remove from your Zoom account

<Steps>
  <Step title="Open Zoom Marketplace">
    Sign in to the [Zoom App Marketplace](https://marketplace.zoom.us).
  </Step>

  <Step title="Find installed apps">
    Click **Manage → Added Apps**, or navigate to the [Installed Apps](https://marketplace.zoom.us/user/installed) page.
  </Step>

  <Step title="Remove OrbitForms">
    Find **OrbitForms** in the list and click **Remove**.
  </Step>
</Steps>

<Warning>
  **What happens when you disconnect:**

  * **New bookings will not generate Zoom meetings.** Any scheduling pages using Zoom as the meeting location will no longer create Zoom links for new bookings.
  * **Existing Zoom meetings are not affected.** Meetings already created in your Zoom account will remain and can still be joined. They are not deleted by disconnecting.
  * **Rescheduling and cancellation will not sync.** If you reschedule or cancel a booking that has an existing Zoom meeting, the Zoom meeting will no longer be updated or deleted automatically.
</Warning>

### How we handle your data

When you disconnect your Zoom account from OrbitForms, we take the following steps:

* Your Zoom OAuth access and refresh tokens are permanently deleted from our systems
* Your Zoom user ID and connection metadata are removed from your profile
* OrbitForms can no longer access your Zoom account or create meetings on your behalf
* Booking records in OrbitForms that reference Zoom meeting IDs are retained for your historical records, but OrbitForms will have no access to the meetings in Zoom

If you wish to have all your data deleted entirely, including booking records, contact us at [support@orbitforms.ai](mailto:support@orbitforms.ai).

## Troubleshooting

<AccordionGroup>
  <Accordion title="Token expired or connection lost">
    If your Zoom OAuth token expires and cannot be auto-refreshed, go to Settings > Email & Calendar and click "Reconnect" next to your Zoom account. This will re-authorize your account and restore the connection.
  </Accordion>

  <Accordion title="Zoom meeting not created for a booking">
    Verify that Zoom is set as the meeting location type in your scheduling page settings. Also check that your Zoom account is connected in Settings > Email & Calendar. If the issue persists, try disconnecting and reconnecting Zoom.
  </Accordion>

  <Accordion title="Meeting link not appearing in confirmation email">
    The Zoom meeting link is generated when the booking is created. If the link is missing from the email, check that Zoom was connected before the booking was made. Bookings made before connecting Zoom will not have Zoom links.
  </Accordion>

  <Accordion title="Team member's bookings don't have Zoom links">
    Each team member needs to connect their own Zoom account. Zoom is a personal integration — it's not shared across the team. Have the team member go to Settings > Email & Calendar and connect their Zoom account.
  </Accordion>
</AccordionGroup>

<Note>
  **Still need help?** Reach out to our support team at [support@orbitforms.ai](mailto:support@orbitforms.ai) or visit our [Help Center](/support).
</Note>

***

## Ready to connect Zoom?

Start creating Zoom meetings automatically for every booking. Connect your account in the Email & Calendar settings.

[Go to Email & Calendar Settings →](https://orbitforms.ai/settings/email-calendar)