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PulsoDesk Integration for Zoom

Seamlessly manage your Zoom meetings directly from your workspace.

Introduction

PulsoDesk allows users to connect their Zoom account and manage meetings directly from the PulsoDesk workspace. This integration helps teams schedule, organize, and join Zoom meetings without switching between platforms.

With Zoom integration enabled, users can create meetings, view meeting details, and manage scheduled meetings within PulsoDesk.

Features of Zoom Integration

1. Connect Zoom Account

Use Case

Connect your Zoom account securely with PulsoDesk.

Prerequisites
  • Active PulsoDesk account
  • Active Zoom account

Users can securely connect their Zoom account using Zoom OAuth authentication. This allows PulsoDesk to create and manage meetings on behalf of the user.

2. Create Zoom Meetings

Use Case

Schedule Zoom meetings directly from PulsoDesk.

Prerequisites
  • Connected Zoom account
  • Authorization completed successfully

PulsoDesk automatically generates the Meeting ID, Join Link, Topic, and Schedule.

3. View Scheduled Meetings

Use Case

View and track upcoming Zoom meetings.

Prerequisites
  • Connected Zoom account
  • Existing scheduled meetings

Meeting details are retrieved from Zoom to ensure the latest information is available.

4. Join Meetings Quickly

Use Case

Join Zoom meetings directly from PulsoDesk.

Prerequisites
  • Scheduled Zoom meeting
  • Connected Zoom account

Users can join meetings directly using the meeting link stored within PulsoDesk.

Adding the App

Prerequisites

  • Active PulsoDesk account
  • Active Zoom account

Steps to Connect Zoom

1

Log in to your PulsoDesk account.

2

Navigate to Integrations or Meeting Settings.

3

Click Connect Zoom Account.

4

You will be redirected to the Zoom authorization page.

5

Log in to your Zoom account and authorize PulsoDesk.

6

Once approved, your Zoom account will be connected to PulsoDesk.

Troubleshooting

For common issues and troubleshooting steps, please visit our dedicated documentation.

View Troubleshooting Guide

How to Create a Zoom Meeting

  1. 1

    Go to the Meetings section in PulsoDesk.

  2. 2

    Click Create Meeting.

  3. 3

    Enter meeting details:

    • Meeting Title
    • Date and Time
    • Duration
  4. 4

    Click Schedule Meeting.

  5. 5

    PulsoDesk will create the meeting in Zoom and generate the meeting link.

Managing Meetings

Users can manage meetings directly from PulsoDesk:

View meeting details
Access meeting links
Track scheduled meetings
Update meeting information

Removing the App

Disconnecting from PulsoDesk

  1. Log in to your PulsoDesk account.
  2. Navigate to Integrations or Meeting Settings.
  3. Open Zoom Integration Settings.
  4. Click Disconnect Zoom Account.
  5. Confirm the removal.

Removing via Zoom Marketplace

  1. Sign in to Zoom App Marketplace.
  2. Click Manage.
  3. Open Added Apps.
  4. Locate PulsoDesk Integration for Zoom.
  5. Click Remove.

What Happens After Deauthorization

  • PulsoDesk will no longer have access to your Zoom account.
  • Meeting synchronization will stop.
  • New Zoom meetings cannot be created from PulsoDesk until reauthorized.

Data Handling After Removal

When Zoom is disconnected:

  • OAuth access tokens are securely deleted.
  • Refresh tokens are securely deleted.
  • PulsoDesk stops requesting data from Zoom.
  • Existing meeting records previously synchronized may remain within PulsoDesk for reporting and historical purposes unless deleted by the user.

Data Usage

PulsoDesk only accesses the minimum Zoom data required to enable meeting scheduling and viewing features.

Information retrieved from Zoom:

Meeting ID
Meeting Topic
Meeting Start Time
Meeting Join URL

This information is used solely for meeting management functionality within PulsoDesk.

Security and Privacy

Secure Authentication

PulsoDesk uses Zoom OAuth authentication. Zoom account passwords are never stored by PulsoDesk.

Data Privacy

Data is used only to provide meeting management features and is not sold or shared with third parties.

Support Information

Support Hours

Monday – Friday

9:00 AM – 6:00 PM IST

First Response SLA

Within 24 business hours