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Streamline Your Scheduling: A Comprehensive Guide to Integrating Zoom with Calendly

As virtual meetings became the norm in 2020, Zoom became the go-to remote collaboration platform. To further enhance the convenience of scheduling, Calendly offers seamless integration with Zoom. By connecting these two tools, organizing virtual meetings becomes a breeze.

This guide will walk you through the step-by-step process of integrating Zoom with Calendly, allowing for efficient and hassle-free scheduling.

The Benefits of Connecting Zoom to Calendly

Integrating Zoom with Calendly brings numerous advantages, including:

  • Automatic meeting details: When Zoom is set as the meeting location in Calendly, it automatically consists of the Zoom meeting details in each invitation. This eliminates the need to add the Zoom link manually and ensures clarity among attendees.
  • Simplified coordination: With the Calendly-Zoom integration, you no longer have to worry about which attendee will host the meeting on Zoom. The integration streamlines the process and prevents confusion, saving time and effort.

Calendly-Zoom Integration: Step-by-Step Guide

To connect Calendly with Zoom, follow these simple steps:

Step 1: Log into your Calendly account: Visit the Calendly homepage and log in using your existing account. If you don’t have one, signing up is quick and easy. You can use any email address or connect your Gmail account for seamless integration with Google Calendar. Note that even the free Calendly plan supports the Zoom integration, but you can also explore additional features with a 14-day trial of the Pro plan.

Step 2: Connect your Zoom account: If you already have a Zoom account, click the Integrations button on the Calendly homepage. Select Zoom and follow the prompts to connect your Zoom account with Calendly. This process is quick and straightforward. Once connected, Calendly gains permission to add Zoom details to all invitations sent through its platform.

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Step 3: Create or edit your Calendly event type: After connecting Calendly and Zoom, you can test the integration by creating a new event type or editing an existing one. To create a new event, click “+ New event type” on the Calendly homepage, select the event type that suits your needs, and provide the necessary details. If editing an existing event, click the gear icon, choose Edit, then select the event type.

Step 4: Set Zoom as the event type location: To connect Zoom to the event type, edit the location field by choosing Zoom from the dropdown menu. This ensures that all new events of this type will automatically include the Zoom meeting details. If you anticipate holding both in-person and virtual events, you can add additional location options to accommodate attendees’ preferences.

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Alternative Option

Jotform’s Zoom Scheduler: If you’re not a Calendly user or prefer an alternative, Jotform offers the Zoom Scheduler feature. With Jotform’s Zoom Scheduler, you can seamlessly connect appointments submitted through a form to your Zoom account.

This feature is ideal for virtual events with multiple guests or scheduling one-on-one meetings. It ensures that each position includes your personal Zoom meeting details in the calendar invitation.

Conclusion: Integrating Zoom with Calendly simplifies scheduling, especially for virtual meetings. You can seamlessly connect these two powerful tools by following the step-by-step instructions in this guide. With the automatic inclusion of Zoom meeting details in Calendly invitations, you can save time, reduce confusion, and enhance productivity. Additionally, if Calendly isn’t the right fit for your needs, Jotform’s Zoom Scheduler offers an excellent alternative for streamlined scheduling. Embrace the convenience of integrating Zoom with Calendly and optimize your scheduling efficiency in a remote work environment.

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