--- title: "Use Zoom with FirstSales Meetings | FirstSales" description: "Connect your Zoom account so every booking gets its own Zoom meeting: how to add the app, use it on booking links, and remove it, plus what data we keep." canonical: "https://firstsales.io/tutorial/zoom-integration/" --- [Home](/)/ [Tutorials](/tutorial/) # Use Zoom with FirstSales Meetings Connect your Zoom account so every booking gets its own Zoom meeting: how to add the app, use it on booking links, and remove it, plus what data we keep. Tutorials Integrations min read 5 min steps 9 · Beginner 9 steps [01What the Zoom app does](#step-1)[02Add the app from FirstSales](#step-2)[03Or add it from the Zoom App Marketplace](#step-3)[04Put Zoom on a booking link](#step-4)[05What happens when someone books](#step-5)[06Disconnect Zoom in FirstSales](#step-6)[07Remove the app from Zoom](#step-7)[08What data FirstSales keeps](#step-8)[09Troubleshooting](#step-9) [All tutorials](/tutorial/) 1. ## 01 What the Zoom app does The FirstSales app for Zoom puts a Zoom meeting on every booking made through your FirstSales booking links. When someone books time with you, FirstSales creates the meeting in your own Zoom account and sends the join link to you and your guest. Each host connects their own Zoom account. A meeting is always created in the account of the host who takes it, so it shows up in that host's Zoom app like any other meeting they schedule. You need two things before you start: * A FirstSales account with access to **Meetings**, and a Google or Outlook calendar connected to it. * A Zoom account. Free and paid Zoom plans both work. Meeting length and participant limits come from your Zoom plan. 2. ## 02 Add the app from FirstSales Sign in at [app.firstsales.io](https://app.firstsales.io) and open **Connectors**. Click **Add Connector**, choose **Zoom**, and click **Connect Zoom**. Zoom opens its own sign-in and permission screen. Sign in with the Zoom account you want meetings created in, read the permissions, and click **Allow**. Zoom sends you back to FirstSales, and the Zoom card shows the email of the account you connected. FirstSales asks Zoom for only what it needs: * **Your basic Zoom profile** (name, email and Zoom user ID), so we know which Zoom account is yours and can show it on the card. * **Create and manage meetings you host**, so we can create a meeting for each booking, and replace or delete it when the booking is rescheduled or cancelled. FirstSales does not ask for your recordings, chat, contacts or meeting content, and never sees your Zoom password. 3. ## 03 Or add it from the Zoom App Marketplace Find **FirstSales** on the [Zoom App Marketplace](https://marketplace.zoom.us/) and click the button to add it. You land on FirstSales. Sign in if asked, and FirstSales takes you straight to the Zoom connect step from the section above. If your company manages Zoom centrally, your Zoom admin may need to approve the FirstSales app for your account first. Zoom shows a message on the add screen when that is the case. 4. ## 04 Put Zoom on a booking link Open **Meetings** and go to **Booking links**. Open the link you want, find **Where**, and choose **Zoom**. Save the link. From now on, every booking on that link gets its own Zoom meeting. You can set this on as many links as you like, and each link keeps its own setting. On a team link, each host who can be booked should connect their own Zoom first, because the meeting is created in the account of the host who takes the booking. 5. ## 05 What happens when someone books When a guest books a time, FirstSales: * Creates a Zoom meeting in the host's Zoom account, with the booking's title, start time and length. * Adds the Zoom join link to the confirmation email, the calendar invite and the booking details in FirstSales. * Creates a new Zoom meeting and join link for the new time when the booking is rescheduled, and deletes the old meeting. * Deletes the Zoom meeting when the booking is cancelled. You join the way you join any Zoom meeting: from the link in the invite, or from the meeting list in your Zoom app. 6. ## 06 Disconnect Zoom in FirstSales Open **Connectors**, find the **Zoom** card and click **Disconnect**. FirstSales asks Zoom to revoke its access, then deletes your Zoom tokens and the Zoom account details it stored for you. New bookings no longer get a Zoom meeting. Booking links that used Zoom ask for another place to meet until you connect Zoom again or pick something else. 7. ## 07 Remove the app from Zoom You can also remove FirstSales from the Zoom side. Sign in to the [Zoom App Marketplace](https://marketplace.zoom.us/), click **Manage**, then **Added Apps**. Find **FirstSales** and click **Remove**. Zoom tells FirstSales the app was removed. FirstSales then deletes your Zoom tokens and the Zoom account details it stored for you straight away, the same as a disconnect. Only your connection is removed. Other hosts in your workspace keep theirs. 8. ## 08 What data FirstSales keeps While Zoom is connected, FirstSales stores: * Your Zoom user ID, email and display name. * The access and refresh tokens Zoom gives us, encrypted at rest. * For each booking, the Zoom meeting ID and join link, so we can update or cancel that meeting and show the link on the booking. When you disconnect or remove the app, the first two are deleted straight away. Meetings already created stay in your Zoom account, and you manage or delete them in Zoom as usual. Bookings keep their record in FirstSales under your workspace's normal retention, described in our [Privacy Policy](/privacy-policy/). 9. ## 09 Troubleshooting * **The Zoom window closed and nothing connected.** Your browser may have blocked the pop-up. Allow pop-ups for app.firstsales.io and click **Connect Zoom** again. * **The wrong Zoom account connected.** Disconnect Zoom in FirstSales, sign out of zoom.us in the same browser, then connect again with the right account. * **Zoom says your admin must approve the app.** Ask your Zoom account admin to allow FirstSales in the Zoom App Marketplace, then try again. * **A booking has no Zoom link.** The host's Zoom was disconnected or removed when the booking was made. Reconnect Zoom from Connectors, then open the booking and add the link by hand, or reschedule it. * **The meeting ends early.** Meeting length limits come from the host's Zoom plan, not from FirstSales. Still stuck? Email [firstsales@support.communicate.so](mailto:firstsales@support.communicate.so) with your FirstSales account email and what you see. Our [Support Policy](/support-policy/) lists response times. ## Pro tips * 01 ### Connect the account you host from Meetings are created in the Zoom account you connect. If you have a work and a personal Zoom account, connect the one your guests should meet you in. * 02 ### Each host connects their own Zoom Connections are per person. A teammate's Zoom never hosts your meetings, and removing yours leaves theirs untouched. ## Frequently asked questions Does FirstSales see my Zoom password? No. You sign in on Zoom's own screen. Zoom gives FirstSales a token for the permissions you allowed, and we store that token encrypted. Can FirstSales read my recordings or meeting chat? No. The app only asks for your basic Zoom profile and permission to create and manage the meetings you host. What happens to meetings already booked if I remove the app? They stay in your Zoom account and keep working. FirstSales just stops creating, replacing or deleting Zoom meetings for you. Do my guests need a Zoom account? No. Guests join with the link in their invite, the same as any Zoom meeting you schedule yourself. Who do I contact for help? Email firstsales@support.communicate.so with your FirstSales account email and a short description of what you see. ## Integrations * [└ How to Set Up Integrations in FirstSales 6 min ](/tutorial/integrations-setup/) * [└ Get alerts in Telegram 5 min ](/tutorial/telegram-alerts/) * [└ Stay Ahead of Problems with the Alert Center 6 min ](/tutorial/alerts-center/) * [└ Connect Google or Outlook Calendar 5 min ](/tutorial/connect-calendar-google-outlook/) ## Outreach that keeps going after you log off. Leads, emails, follow-ups and replies, handled. Connect unlimited mailboxes and let AI agents find leads, write each email and follow up. Or send your own templates in manual mode. From $29/mo. [Start your $1 trial T](https://app.firstsales.io)[See pricing](/pricing/) $1 for 3 days · Cancel anytime · No contract ## Install with AI Your coding agent sets up the FirstSales CLI and skills for you. Prompt for Claude Code I'm setting up FirstSales (https://firstsales.io), an AI outbound sales platform: campaigns, contacts, a reply inbox, deliverability and lead signals. Help me get my workspace sending real, good emails end to end, from Claude Code. Read these first so you know how FirstSales works: - Developer docs and API: https://developer.firstsales.io - CLI: https://www.npmjs.com/package/@firstsales.io/cli - Skills for coding agents: https://github.com/firstsalesio/firstsales-skills (read README.md and GUIDE.md) Setup 1. Install the CLI: npm install -g @firstsales.io/cli 2. Install the FirstSales skills: claude plugin marketplace add firstsalesio/firstsales-skills claude plugin install firstsales@firstsales 3. Ask me if I already have a FirstSales account. If not, send me to https://app.firstsales.io to sign up. 4. Ask me to create an API key under Settings → API → API Keys, with only the scopes we need. Never ask me to paste the key into this chat. Tell me to run this in my own terminal, so the key stays hidden: read -rs FS_KEY && firstsales auth login --api-key "$FS_KEY"; unset FS_KEY 5. Run `firstsales whoami` and tell me which workspace and organisation we are connected to. Then ask me about my business: what I sell, who I sell to (roles, company size, countries), my best customers, and what I use today for outbound (tools, lists, mailboxes). Walk me through: 1. Teaching FirstSales my business: website, offer, proof points and case studies in the knowledge base, so the AI writes like someone who knows the product. 2. Connecting my sending mailboxes and checking my sending domain: SPF, DKIM, DMARC and warm-up. If anything is unhealthy, tell me the exact DNS record to add. 3. Bringing in contacts: import my CSV or CRM export into a clean list, remove duplicates and bad emails, and block domains I must never email (customers, competitors, my own). 4. Building my first campaign: the right list, senders, steps and timing. Write the sequence with me, show me the drafts, and do not launch until I say yes. 5. Setting up Signals if it fits: find people engaging with LinkedIn posts about topics my buyers care about, and turn them into leads. 6. Inviting my team and giving each person the right access. Once campaigns run, show me how to work the reply inbox from here: which replies need an answer, draft responses in my voice, and move good conversations into deals. If I use Cal.com, connect it so follow-ups can offer my booking link (not the first email). Throughout, as you learn about my business, proactively suggest and help create: - Reply templates for the questions and objections my prospects are likely to raise, based on my product, site and codebase if you can see them. - Campaign ideas and segments worth testing, with the reason for each. Safety rules: - Show every change as a dry run (--dry-run) first and wait for my yes. Never send emails, launch campaigns or delete anything without my yes. - Tell me before anything that spends credits, and how many. Be opinionated. If the docs give a sensible default, just use it. Don't make me choose between five options. [Developer docs ↗](https://developer.firstsales.io)[npm: @firstsales.io/cli ↗](https://www.npmjs.com/package/@firstsales.io/cli)[GitHub: firstsales-skills ↗](https://github.com/firstsalesio/firstsales-skills)