This article covers how to connect Zoom to Keap™ Appointments, set Zoom as the meeting location for appointment types, update existing appointment types to use Zoom, test the integration, and disconnect Zoom. The Zoom integration automatically generates a unique meeting link for each appointment booked.

Prerequisite: A Google or Outlook calendar must be connected to Keap before the Zoom integration can be used. The calendar connection enables Keap to generate unique Zoom links for each appointment.

Note: The Zoom integration is not available for accounts in the EU.

Connect a Zoom Account

1. Select the avatar and choose Settings.

   

   The screenshot above shows the Settings option in the Keap avatar menu.

2. Select Integrations.

   

   The screenshot above shows the Integrations option in Keap Settings.

3. Select Connect on the Zoom integration card.

   

   The screenshot above shows the Zoom integration card with the Connect button.

4. Sign in to the Zoom account.

   

   The screenshot above shows the Zoom sign-in screen.

5. After connecting, select Go to Appointments to update existing appointment types or create new ones to use the Zoom integration.

   

   The screenshot above shows the Go to Appointments button after successfully connecting a Zoom account.

Set Zoom as the Location for a New Appointment Type

1. Navigate to Appointments.

2. Select the + button to create a new appointment type.

   

   The screenshot above shows the plus button on the Appointments dashboard.

3. Set the location to Online.

   

   The screenshot above shows the Online location option in the appointment type setup.

4. Select My Zoom meeting link.

   

   The screenshot above shows the My Zoom meeting link option in the appointment type location settings.

5. Paste the Zoom meeting link from the Zoom account into the text field.

   

   The screenshot above shows the Zoom link field in the appointment type setup.

6. Complete the remaining appointment type setup and save.

Update Existing Appointment Types to Use Zoom

Appointment types that were previously created with a Zoom link entered manually as the meeting location must be updated to use the Keap Zoom integration and generate unique links per appointment.

1. Confirm the Zoom account is connected to Keap using the steps above.

2. Navigate to Appointments.

3. Open the options menu for the appointment type to update.

4. Select Edit.

   

   The screenshot above shows the Edit option in the appointment type options menu.

5. Select My Zoom meeting link under the Location section.

   

   The screenshot above shows the My Zoom meeting link option in the appointment type edit screen.

6. Select Save.

Test the Zoom Integration

1. Book two appointments that use an appointment type with the Zoom integration enabled.

2. Confirm that each appointment has a different, unique Zoom meeting link.

3. Select a Zoom link from the appointment details to verify it opens the correct meeting.

Disconnect the Zoom Account From Keap

1. Select the avatar and choose Settings.

   

   The screenshot above shows the Settings option in the Keap avatar menu.

2. Select Integrations.

   

   The screenshot above shows the Integrations option in Keap Settings.

3. Select the more menu (three vertical dots) on the right side of the Zoom card.

   

   The screenshot above shows the three-dot more menu on the Zoom integration card.

4. Select Disconnect.

   

   The screenshot above shows the Disconnect option in the Zoom integration more menu.

5. Select Disconnect on the confirmation prompt.

   

   The screenshot above shows the Zoom disconnection confirmation prompt.

Remove Keap From the Zoom Marketplace

To remove the Keap app from the Zoom account entirely, use the Zoom Marketplace at marketplace.zoom.us.

1. Navigate to the Zoom Marketplace.

2. Sign in to the Zoom account.

3. Select Manage.

4. Select the Installed Apps tab on the left side of the page.

5. Locate the Keap app and select Uninstall.

6. Select a reason for uninstalling.

7. Select Uninstall to confirm.

Frequently Asked Questions

What does this article cover?

This article covers how to connect Zoom to Keap Appointments, set Zoom as the meeting location for appointment types, update existing appointment types to use Zoom, test the integration, and disconnect Zoom from Keap.

Will Keap appointments appear in the connected Zoom account's calendar?

Yes. Appointments booked through Keap will appear in the Zoom account that is connected to Keap.

Can more than one Zoom account be connected to Keap?

Each Keap user can connect their own Zoom account to Keap, so multiple users can each have a Zoom account connected. Each individual Keap user can connect only one Zoom account.

Does each appointment get a unique Zoom meeting link?

Yes. Each appointment booked through Keap generates a unique Zoom meeting link, so only participants with that specific link can join the meeting.

What should be done if Zoom links are not being generated for new appointments?

Disconnect the Zoom integration and reconnect it using the steps in this article.

Is the Zoom integration available for accounts in the EU?

No. Due to regional requirements, the Zoom integration is not supported for accounts in the EU.