How to Integrate Zoom with ClickFunnels 2.0 for Appointments
Hey everyone! In this guide, I'll show you how to set up Zoom for appointments in ClickFunnels 2.0. Whether you're hosting one-on-one meetings or team calls, this tutorial will help you integrate Zoom effortlessly. Let's get started!
Step 1: Access the Appointments App
- Open your ClickFunnels 2.0 account.
- Navigate to the Appointments app.
Step 2: Go to Conferencing Settings
- Click on "Conferencing" right under under "Calendar Connections."
- This will take you to the conferencing setup page.
Step 3: Add a New Conferencing Connection
- Click on "Add New Conferencing Connection."
- A new screen will pop up displaying available connections: Zoom, Microsoft Teams, and GoTo.
Step 4: Select Zoom
- Click on "Zoom" from the list of options.
- A window will open to connect your Zoom account.
Step 5: Authorize ClickFunnels to Use Zoom
- Ensure you're logged into the correct Zoom account.
- Click "Allow" to give ClickFunnels the necessary permissions to create calls on your behalf.
Step 6: Confirm the Integration
- After authorizing, you'll be redirected back to ClickFunnels.
- Your Zoom integration is now complete.
Step 7: Set Up Event Types
- Go to your event types in ClickFunnels.
- Select the event for which you want to use Zoom as the conferencing option.
Step 8: Choose Zoom as the Conference Type
- In the event settings, find the "Location Type" and "Conference Type" options.
- Select "Conferencing" and then choose "Zoom" from the dropdown.
Step 9: Default Calendar Connections
- If you're using Google Calendar, it may automatically connect to Google Meet.
- For other calendars like Microsoft Teams, follow the same steps to ensure the correct conferencing type is selected.
Conclusion
That's it! You've successfully set up Zoom for your appointments in ClickFunnels 2.0. This setup will make it easier to manage and host your calls directly through ClickFunnels. If you would like a good visual of this process, please check out the video at the top of this page. Enjoy your meetings!
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