TalleFlow's Zoom integration lets you connect your Zoom account and automatically generate a Zoom meeting link when you schedule a video meeting.
What the Zoom Integration Does
Once Zoom is connected:
You can select Video as a meeting type
You'll be able to choose Zoom in the meeting's Date & Location step
When the meeting invite is sent, TalleFlow will generate a Zoom meeting link and include it in the invite
Where Zoom Connects
Zoom is connected from Business Settings → Connected Tools → Integrations, and connections are per-business.
If you manage multiple businesses in TalleFlow, you'll need to connect Zoom separately for each business that needs it.
Business vs. personal Zoom
Zoom can be connected two ways:
As a business connection, set up for the whole business.
As a member connection, where you connect your own Zoom account and optionally share it with the business. This requires the Allow members to connect their own account toggle to be on for Zoom.
Both owners and sub-account users can connect and share a Zoom account. To learn how member and shared connections work, see Personal & shared connections: connect your own Gmail, Outlook, and Zoom.
How to Connect Zoom
Open the Business Switcher (top-left)
Hover over your business name → click the ⚙️ gear icon
Go to Connected Tools → Integrations
Find Zoom and click Connect
Follow the Zoom authorization steps to finish connecting
Once connected, Zoom will be available when scheduling video meetings.
How to Disconnect Zoom
Open the Business Switcher (top-left)
Hover over your business name → click the ⚙️ gear icon
Go to Connected Tools → Integrations
Find Zoom and click Disconnect
Once disconnected, Zoom will no longer be available when scheduling video meetings.
How to Create a Zoom Meeting Link
Go to Calendar
Click + New → select Meeting (or create a meeting from the calendar)
In the meeting setup modal:
In Details, set Meeting Type to Video
Go to the Date & Location tab
Choose Zoom
Click Create Meeting
When the meeting invite is sent, TalleFlow will automatically include the Zoom meeting link.
Things to Know
Zoom links are only generated when:
Zoom is connected and
Meeting Type is set to Video and
Zoom is selected in Date & Location
If Zoom isn't connected yet, you won't be able to generate a Zoom link from the meeting flow.
Troubleshooting
I don't see Zoom as an option
Confirm Zoom is connected in Business Settings → Connected Tools → Integrations
Confirm you're creating a meeting with Meeting Type = Video
If you have multiple businesses, make sure you're in the correct business (Zoom is per-business)
If you're using a shared Zoom account, confirm the person who connected it still has it shared with the business
The invite didn't include a Zoom link
Double-check the meeting was set to Video and Zoom was selected in Date & Location
Try disconnecting and reconnecting Zoom from Business Settings → Connected Tools → Integrations