Zoom Integration

Using Workmate with Zoom

This guide will walk you through how to set up, use, and manage Workmate's integration with Zoom, enabling seamless scheduling of virtual meetings.

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Adding the Integration

To connect Workmate with your Zoom account:

  1. Sign in to your Workmate dashboard at app.workmate.com
  2. Go to Settings
  3. Navigate to the Connected Apps section
  4. Find Zoom in the available integrations list
  5. Click "+ Connect"
  6. You'll be redirected to Zoom's authorization page
  7. If required, sign in to your Zoom account
  8. Review and accept the permissions Workmate is requesting
  9. Once authorized, you'll be redirected back to Workmate and should see "Connected" next to Zoom

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After successful connection, Workmate will automatically create Zoom links for any virtual meetings you schedule.

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Using Workmate with Zoom

When Workmate is connected to your Zoom account, it automatically handles the creation and management of Zoom meetings for meetings that aren’t specifically in-person. Whenever you request Workmate to schedule a remote meeting (by CC'ing Workmate, for example ea@workmate.com, on an email), Workmate will create a Zoom event and it to your calendar invite.

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Removing the Integration

If you need to disconnect Workmate from your Zoom account:

  1. Sign in to your Workmate dashboard
  2. Go to Settings->Connected apps
  3. Find the Zoom integration and click "Connected"
  4. Confirm you want to remove the integration by clicking "Disconnect"

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After disconnecting, Workmate will no longer create Zoom meetings automatically, but any previously scheduled meetings will remain active.

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Troubleshooting

If you encounter any issues with your Zoom integration:

  1. Ensure both your Workmate and Zoom accounts are active and properly connected
  2. Check that your Zoom account has sufficient licenses for creating meetings
  3. Verify your Zoom settings allow for application integrations
  4. Try disconnecting and reconnecting the integration

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If problems persist, please visit our support page or contact our support team at support@workmatelabs.com with specific details about the issue you're experiencing.

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Keep in mind that any changes to your Zoom account (such as password changes or security settings) might require you to reconnect the integration with Workmate.

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