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Complete guide to QCraft Calendar Zoom Integration

1. Overview

QCraft Calendar integrates with Zoom to automatically synchronize your meetings with QCraft CRM. This integration enables seamless tracking of client meetings, automatic contact linking, and comprehensive activity timelines.

Key Benefits

• Automatic Sync: Meetings are automatically imported into your CRM
• Contact Linking: Meeting participants are matched to CRM contacts
• Timeline Integration: All meetings appear in contact activity histories
• Real-time Updates: Changes in Zoom are reflected in QCraft immediately

2. Getting Started

Prerequisites

• An active QCraft CRM account
• A Zoom account (Basic, Pro, or higher)
• Admin permissions in your QCraft workspace (for initial setup)

3. Connecting Your Zoom Account

Step-by-Step Guide

1. Log in to your QCraft CRM account
2. Navigate to Settings > Integrations
3. Find "Zoom" in the available integrations list
4. Click Connect
5. You'll be redirected to Zoom's authorization page
6. Review the permissions and click Authorize
7. You'll be redirected back to QCraft with the connection active

4. Features

4.1 Meeting Synchronization

Once connected, QCraft Calendar automatically imports your Zoom meetings. The sync includes:

• Meeting title and description
• Start time and duration
• Participant list
• Meeting status (scheduled, completed, cancelled)

4.2 Contact Matching

QCraft automatically matches meeting participants to existing CRM contacts using:

• Email address (primary matching method)
• Name matching (secondary)

4.3 Timeline Integration

All synced meetings appear in the activity timeline of matched contacts, providing a complete history of your interactions.

5. Sync Settings

Configure your sync preferences in Settings > Integrations > Zoom > Settings:

• Sync Frequency: Real-time, hourly, or daily
• Meeting Types: Choose which meeting types to sync
• Date Range: How far back to sync historical meetings
• Auto-link Contacts: Enable/disable automatic contact matching

6. Troubleshooting

Meetings Not Syncing

1. Verify your Zoom connection is active in Settings
2. Check that the meeting type is included in your sync settings
3. Try disconnecting and reconnecting your Zoom account

Contacts Not Matching

• Ensure the participant's email in Zoom matches their CRM contact email
• Check that auto-linking is enabled in sync settings

Authorization Errors

If you see authorization errors, your Zoom token may have expired. Go to Settings > Integrations > Zoom and click "Reconnect" to refresh your authorization.

7. API Reference

QCraft Calendar Zoom integration uses the following Zoom API scopes:

• meeting:read - Read meeting information
• user:read - Read user profile information

Webhook Events

We listen for the following Zoom webhook events:

• meeting.created - New meeting scheduled
• meeting.updated - Meeting details changed
• meeting.deleted - Meeting cancelled
• meeting.ended - Meeting completed

Deauthorization

When a user removes QCraft Calendar from their Zoom account, we receive a deauthorization webhook and immediately:

1. Revoke all access tokens
2. Stop all data synchronization
3. Mark the integration as disconnected in QCraft

Need more help? Contact us at support@qcraft.capital