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Connecting your Zoom account

3 min read

Create Zoom meetings directly from the Prospo meeting scheduler once your Zoom account is connected. Setup takes around five minutes and requires creating a Server-to-Server OAuth app in the Zoom Marketplace.

Each user connects their own Zoom account independently - no Org Admin setup is required.


Create a Server-to-Server OAuth app in Zoom

Zoom uses a Server-to-Server OAuth app rather than a standard sign-in. You'll create this app once in Zoom's developer portal and then paste the credentials into Prospo.

  1. Go to marketplace.zoom.us and sign in with your Zoom account
  2. Click Develop - Build App and select Server-to-Server OAuth as the app type
  3. Give your app a name (e.g. "Prospo") and create it
  4. In the app's settings, go to Scopes and add the following permissions:
  • meeting:write:meeting - create meetings
  • meeting:read:meeting - read meeting details
  • meeting:update:meeting - update meetings
  • meeting:delete:meeting - delete meetings
  • user:read:user - read your Zoom profile
  • cloud_recording:read:list_recording_files - access recordings
  • cloud_recording:read:list_user_recordings - list your recordings
  • cloud_recording:delete:recording_file - delete recording files
  1. Once scopes are added, activate the app
  2. Go to App Credentials and copy your Account ID, Client ID, and Client Secret

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Connect Zoom in Prospo

  1. Go to Settings - Integrations
  2. Find Zoom under Meeting Tools and click Set up
  3. Enter your Account ID, Client ID, and Client Secret
  4. Click Save & Connect
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Prospo validates your credentials and checks that all required scopes are present. If the connection succeeds, your Zoom account email appears on the Zoom card confirming it's linked.


Troubleshooting

  • "Your Zoom app is missing required permissions: [scope names]" - Return to your Zoom app in Marketplace, add the missing scopes, then deactivate and reactivate the app before saving your credentials in Prospo again.
  • "Invalid credentials" - Double-check that you've copied all three values correctly. Credentials are case-sensitive and must come from the same Zoom app.
  • "Invalid Account ID format" - Ensure your Account ID is pasted without extra spaces.

Disconnecting Zoom

You can disconnect your Zoom account at any time. Disconnecting removes your stored credentials and prevents new Zoom meetings from being created, but does not affect any existing meeting records or recordings.

  1. Go to Settings - Integrations
  2. Find Zoom under Meeting Tools
  3. Click Disconnect and confirm

After disconnecting:

  • The Zoom option in the meeting scheduler is disabled
  • Existing Zoom meeting records remain in Prospo - all meeting details, join links, and notes are preserved
  • Recordings already imported into Prospo remain accessible
  • Recordings still in Zoom Cloud are not deleted - they stay in your Zoom account until you remove them from Zoom's portal

To reconnect, follow the steps above. You'll need your Zoom app credentials again (Account ID, Client ID, and Client Secret from Zoom Marketplace). Previously imported recordings are not affected when you reconnect.