Zoom Integration Guide
How to connect, use, and remove the Zoom integration in Axel CRM.
Overview
Axel CRM's Zoom integration automatically creates a Zoom meeting link when a booking is confirmed. The meeting link is included in the booking confirmation email sent to the client.
Each staff member connects their own individual Zoom account. No admin-level or account-wide Zoom access is required.
meeting:write scope to create meetings on behalf of the authenticated user. No other Zoom data is accessed.
Adding the App (Connecting Zoom)
Log in to Axel CRM
Sign in with your staff account at axelcrm.com.
Go to Settings → Zoom Integration
In the left sidebar, click Settings, then click Zoom.
Click "Connect Zoom"
You will be redirected to Zoom's authorisation page.
Authorise Axel CRM
Review the requested permissions and click Allow. You will be redirected back to Axel CRM with Zoom connected.
Using the Integration
Once connected, every confirmed booking assigned to your account will automatically have a Zoom meeting created. The meeting join link will:
- Appear in the booking record in the Bookings page
- Be included in the confirmation email sent to the client
Removing the App (Disconnecting Zoom)
Option A — From Axel CRM
- Go to Settings → Zoom Integration
- Click Disconnect
- Your Zoom tokens are immediately deleted from Axel CRM's database
Option B — From Zoom Marketplace
- Go to marketplace.zoom.us/user/installed
- Find Axel CRM Web app and click Remove
- Axel CRM will receive a deauthorisation notification and automatically delete your stored tokens
Data Handled
- Collected: Zoom User ID, OAuth access token, OAuth refresh token, meeting join URLs
- Not collected: Zoom contacts, recordings, chat messages, calendar data, or any other Zoom data
- Retention: Tokens are deleted immediately on disconnection. Meeting URLs are kept as part of booking history.
See our full Privacy Policy for details on data handling.
Support
For any issues with the Zoom integration, contact support@axelcrm.com or visit our Support page.