User & Integration Documentation

Official guides for connecting, using, and managing platform integrations (Zoom, Microsoft 365, Google Workspace, Salesforce).

Table of Contents

Adding the App

CoordinateWith.Me integrates with Zoom to automatically generate virtual meeting rooms when your group schedules an event. Follow these steps to authorize and add the CoordinateWith.Me integration to your Zoom account.

Prerequisites

  • An active CoordinateWith.Me user account.
  • A valid Zoom account (Free, Pro, Business, or Enterprise).

Step-by-Step Setup Guide

  1. Log in to your CoordinateWith.Me account.
  2. Open your user profile dropdown menu in the top-right header toolbar and select Connections.
  3. On the Zoom Video Communications card, click Connect Zoom Account.
  4. You will be securely redirected to the official Zoom App Marketplace OAuth authorization consent screen.
  5. Review the requested permissions (accessing meeting creation for user-organized meetings) and click Authorize.
  6. Once authorized, you will return to CoordinateWith.Me with a confirmation badge showing Connected.
Having trouble connecting? See our Troubleshooting Guide below for authorization solutions.

Usage & Feature Descriptions

CoordinateWith.Me streamlines group scheduling by finding mutually available times and locations. Here is how to use Zoom with CoordinateWith.Me:

Auto-Generated Zoom Meeting Rooms

When creating a new event, select Zoom under the "Online/Virtual" while on the 'Where" tab as one of your proposed locations. Once your group reaches a consensus and the meeting is finalized selecting Zoom as the meeting place, CoordinateWith.Me calls Zoom's API to immediately create a unique, secure Zoom meeting room with a passcode.

Calendar & Email Integration

The generated Zoom join URL and passcode are automatically attached to final confirmation emails and downloadable .ics calendar files sent to all invited attendees.

1-Click Attendee Join

All meeting participants can click the Join Zoom Meeting button directly on the finalized meeting page or invitation email without manually copying meeting IDs or passwords.

Removing the App

You can disconnect or remove the Zoom integration at any time using either of the following two options:

Option A: In-App Disconnect (Recommended) Instant
  1. Log in to CoordinateWith.Me and go to your Connections page.
  2. Locate the Zoom Video Communications card.
  3. Click Disconnect Zoom Account.
  4. Your Zoom access and refresh tokens will be immediately revoked and cleared from your profile.
Option B: Via Zoom App Marketplace Zoom Account
  1. Log in to your Zoom account and navigate to the Zoom App Marketplace.
  2. Click Manage >> Added Apps or search for CoordinateWith.Me.
  3. Select the CoordinateWith.Me app.
  4. Click Remove.

Implications of Disconnecting

Disconnecting Zoom prevents CoordinateWith.Me from automatically creating new Zoom meeting rooms for future events. Any Zoom meeting rooms previously created for past finalized events remain active on your Zoom account.

User Data & Account Retention Policy

Important Note on Your Account: Disconnecting Zoom only removes your Zoom OAuth credentials and refresh tokens from CoordinateWith.Me. Your CoordinateWith.Me user account, meeting history, votes, and profile remain 100% intact and are never deleted when disconnecting Zoom.

Upon uninstallation, Zoom dispatches a Compliance Data Deauthorization webhook event to CoordinateWith.Me. Our server automatically processes this signal to revoke and purge all stored Zoom tokens from our database within 24 hours.

Troubleshooting Guide

Issue: "Authorization request failed or timed out"

Solution: Verify that your Zoom account administrator allows third-party app additions if you are on an enterprise plan. Try navigating to Connections, clicking Disconnect, and authorizing again.

Issue: "Zoom meeting room link missing from finalized meeting"

Solution: Ensure your Zoom integration status shows Connected on your Connections page prior to finalizing the meeting.

Frequently Asked Questions

Q: Is my Zoom account information safe?

Yes. CoordinateWith.Me uses industry-standard OAuth 2.0 protocol and request encryption. We only request minimum scopes required to generate meeting room links on your behalf.

Q: Do meeting invitees need a Zoom account?

No. Attendees can click the generated Zoom join URL directly from their email invitation or CoordinateWith.Me meeting page to join in their browser or Zoom desktop app.

Our customer support team is ready to assist you with account setup, video integration questions, or technical troubleshooting.

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