Chili Piper acts as a facilitator of calls booked in Zoom. When a prospect or customer selects a time slot on your calendar, we can generate a dynamic Zoom meeting link for your meeting that will accommodate video conferencing without needing a dedicated meeting link. We do this via Zoom's API, and access to the API is granted via OAuth 2.0, a two or three-click process that only takes a few seconds.
In this article, we will cover the following:
Why connect to Zoom?
Chili Piper works with a variety of video and phone conference providers. While you have the option to provide a personal Zoom link that is static and never changes, we also can dynamically generate one for you.
A personal Zoom link generally does not expire, so prospects who retrieve it can access it anytime. If you don't want a waiting room, this can be problematic.
Likewise, passcodes for personal links also generally stay the same unless you initiate a change.
On the other hand, if you let Chili Piper generate this Zoom link for you and your customer, it will expire once the meeting is over and will have a one-time passcode that also expires once the meeting ends.
You can rest assured that only invitees to that specific meeting will be able to join.
How is this done?
Each individual can log in to Zoom within their personal Chili Piper integration page. Installing Zoom as a marketplace app is not required, and being an admin is not required.
A user will click the Zoom connect button and need to log in to Zoom. They will then be presented with the OAuth authorization screen.
Click "Allow" on the bottom of the auth screen, and that's it!
Below is a detailed list of minimum permissions a user requires to provide to connect to Zoom:
1. Pre-Approve Chili Piper
An admin will need to sign in to the Zoom Marketplace.
Search for "Chili Piper" in the app list and open the app page.
Next, you will be able to click the "pre-approve" toggle:
You can also review your pre-approved apps, check pre-approval requests and change your account permissions from the Manage section.
2. Set Who Can Install
While still on the app listing, click Who Can Install.
Enable or disable the setting to Allow all users on the account with the required permissions to install this app - we recommend enabling the option so that users can simply connect their Zoom accounts and be off to the races.
If this option is disabled, you must manually specify a list of approved emails on this screen.
For more information on the Zoom Marketplace approval process available to Admins, please refer to Zoom's Help Center article on the topic for further reading.
Standard User Permissions
Standard User Permissions Detailed Overview
Required to retrieve whether a passcode or waiting room is required for the generated meeting, along with other conference configuration information such as screen sharing options. These are defined in each user's personal settings.
Profile and Contact Information:
To view username, display name, picture, and email address. We require email address information to associate with the correct Chili Piper assignee or booker profile. This information is not stored in Chili Piper.
To retrieve meeting detail (Zoom meeting ID) for meetings scheduled within Zoom.
If this information is required to access the Zoom meeting, we will retrieve it to generate the proper Zoom conference URL. As noted before, this information is not stored in Chili Piper.
Invitation and meeting name for the Zoom meeting generated in Zoom.
Participant Profile & Contact Information:
May include name, display name, email address, phone number, user ID, and other profile information. Not stored in Chili Piper. However, meeting attendee information may be stored for each meeting booked, separate from the Zoom conference details.
Leave / Join information for Zoom conferences. This information can be used to do reporting on no-shows internally.
Registration & Scheduling:
Manage registration information, including scheduling Zoom experiences or adding or deleting registrants.
Manage participants, which may include assigning participants to specific breakout rooms and specifying an interpreter for the session.
Manage content and information generated in the context of Zoom experiences, which may include audio, video, messages, meeting or chat name, agenda, transcriptions, and responses to polls and Q&A.
Admins can disconnect Zoom for their entire organization directly within Zoom's web portal.
- In the navigation panel, click Advanced then App Marketplace.
- On the top right of the page, click Manage.
- On the left side of the page, click Added Apps.
- Identify the app to be removed then, click Remove.
- In the Remove app pop-up window, choose your reason, then click Remove.
Individual users can also disconnect Zoom from their integrations page. See this article for steps on how this is done.