Zoom Integration Setup Guide

Alternative Approach: Streaming Zoom into CrowdComms

If you prefer to live stream a Zoom session straight into the CrowdComms video player which benefits from recording the session on demand in the CrowdComms video library, you can see steps to live stream Zoom here. Details on how to use the CrowdComms live stream module can be found here, this supports being able to include a stream from Zoom, can be found.

This is an alternative approach that bypasses the integration between CrowdComms and Zoom and uses stream keys to host the Zoom meeting in the CrowdComms platform. 

Zoom Integration Guide

This guide covers how to integrate your Zoom account to link both your Zoom Meetings and Zoom Webinars to seamlessly sit within the CrowdComms player. Please note, you can run a maximum of two parallel Zoom sessions at once using the integration.

Important: Zoom integration requires the sessions and webinars to be recorded on Zoom. The recordings will not automatically be available in the CrowdComms video library, however the Zoom recording can be uploaded after the session to the CrowdComms video library for on demand viewing. 

To integrate Zoom into our platform, you will need access to the following; 

Please note: If you are looking to use Zoom to run concurrent meetings, there are some limitations on Zoom's side, so please see these best practices before deciding if this setup will work for you.

Step 1. Zoom Developer Platform

  1. Once you are logged into Zoom Marketplace, you will need to navigate to ‘Develop’ at the top right-hand menu of the page and click ‘Build App’ from the dropdown.

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2. Then click on the ‘Meeting SDK’ tile, and you will be presented with a prompt where you add the App Name.

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3. You'll now be shown the configuration page for the app. Start by filling in the required information on the 'Information' menu before selecting 'App Credentials.

4. Please note the Client ID and the Client Secret to paste into the CMS later.

5. Add the following redirect URL: https://api-cms.crowdcomms.com/cms/integrations/zoom/redirect-callback/

6. Add the following whitelist URL: https://api-cms.crowdcomms.com/

7. When you get to 'Scopes', click the plus to 'add scope'. Select the option to 'view and manage all...' for both meetings and webinars respectively, depending on what you are using.

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8. Click 'Done' and then 'Continue'

9. Now the app should be configured for integration. Scheduling the meetings/webinars to be imported into the CrowdComms platform will be done through the normal Zoom process.

Please note: As the integration is set up by one central person's Zoom account, we recommend using the 'alternative hosts' option, so that whoever is running each specific meeting is able to start it. You will need to then communicate the meeting link with them as you would outside of the platform.


Step 2. CMS

1. Log into the CrowdComms CMS Dashboard with your credentials.
2. Select the App you wish to create the Zoom integration.
3. Click on Plugins
4. Then, click on Zoom

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If you have an existing integration, created via the old integration setup using JWT keys, you do not need to unlink your integration. To avoid losing existing data, simply update the Client ID and Client Secret fields using the new credentials obtained in Step 1 and click 'Save changes'

5. Paste the Client ID (API Key) and Client Secret (API Secret) you took note of earlier
Please note: If you forgot to make a note of this earlier, you can go back to the developer platform and find them here.
6. Click on 'Authorise' 
Please note: Your browser will need to allow popups in order for the authorisation to work. This is to generate the success message. Without this, the CMS will generate an error and you won't be able to import your meetings.
7. You will receive a successful authorisation message (If authentication has failed, see troubleshooting section) 
8. Click on 'Libraries' 
9. Click on 'Zoom meetings and Webinars'

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10. Click on the 'Import Meetings & Webinars'  Import-.png

11. Select the meeting(s) and or Webinar(s) you wish to import (Switch between Meetings and Webinars using the TAB) 
12. Click 'Import Now' (At this point you can select a meeting/Webinar and edit them. You can add an image and or change the description also - this change will only be visible in CC)

Editing.PNG13. Click on 'Builder' 
14. Click on 'Agenda' 
15. Select your agenda session and click on the 'Edit' icon 
16. Click on the 'Embed' tab