KamoCRM + Zoom

Host KamoCRM meetings on your own Zoom account

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Overview

KamoCRM schedules on whichever meeting backend your organization has chosen, and Zoom is one of them. Connect your Zoom account once and meetings booked anywhere in KamoCRM — from a contact, a deal, a support ticket, or the calendar — are created on Zoom under your own licence, using your own recording storage and your own compliance settings. The meeting still belongs to the CRM record: the join link, the attendee list, the recording, and the post-meeting summary all attach to the customer it was booked against. Nothing is proxied through Kamo, and your Zoom retention rules keep applying.

Common use cases

Book a Zoom meeting from a CRM record

Schedule from a contact, deal, or ticket and the meeting is created on your Zoom account with the invite going out through Zoom's own provider invites.

Recordings and transcripts on the customer record

Cloud recording, auto-record, and Zoom's transcript flow back to the CRM record, subject to the retention window you set.

Post-meeting summaries without rewatching

KamoCRM generates a summary from the meeting once it ends, so the outcome is on the record rather than in a video nobody opens again.

One security policy across every meeting

Waiting room, passcodes, join-before-host, authenticated-users-only, and end-to-end encryption are set once for the organization and applied to every meeting the CRM books.

Setup

  1. 1Open Settings → Meetings → Meeting Provider Setup in KamoCRM
  2. 2Choose Zoom and start the authorization
  3. 3Sign in with the Zoom account that owns your organization's licences
  4. 4Grant the requested scopes for meetings and cloud recordings
  5. 5Map KamoCRM users to their Zoom host accounts
  6. 6Set the meeting defaults — passcode, waiting room, recording, retention
  7. 7Run the connection test and book a meeting to confirm

What data syncs

Scheduled meetings with join links and passcodes
Attendee lists and join times
Cloud recordings and transcripts, within your retention window
Post-meeting summaries written back to the CRM record
Host mapping between KamoCRM users and Zoom accounts

Questions about Zoom

Do we need our own Zoom licences?
Yes. The integration books meetings on your account, so each user who hosts needs a Zoom licence. KamoCRM does not resell Zoom seats and does not sit between you and Zoom.
Where are recordings stored?
In your Zoom cloud storage, under your Zoom retention policy. KamoCRM references the recording from the customer record rather than taking a second copy, so deleting it in Zoom removes it everywhere.
Can we use Zoom for some teams and KamoMeet for others?
The meeting provider is chosen per organization, so one backend is active at a time. Switching providers changes where future meetings are created; meetings already booked keep working on the provider that created them.
Which Zoom settings can KamoCRM control?
The ones Zoom exposes to the API: waiting room and lobby, guest access, passcode and passcode length, join-before-host, auto-mute, dial-in, meeting chat, end-to-end encryption, authenticated-users-only, recording and auto-record, transcripts, watermarking, and retention. Anything Zoom does not expose stays under your Zoom admin settings.
Does it put meetings on our calendars?
Yes. Zoom's own calendar integration and provider invites are used, so an invitation arrives the way your team already expects rather than as a second, competing invite from the CRM.

More integrations like Zoom

Microsoft TeamsBook KamoCRM meetings as Teams meetings in your own tenantRingCentralBusiness phone and SMS integrated with KamoCRMFreePBXSelf-hosted PBX integration for organizations running FreePBX

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