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Integrations4 min readUpdated 2026-04-22

Zoom meeting integration

How to connect Zoom to Ratio for automatic meeting link creation, and how to disconnect or remove the integration.

What the Zoom integration does

Ratio connects to your Zoom account so that when you schedule appointments with the Zoom conference option, a Zoom meeting is automatically created, updated, or deleted to match. Meeting join links are displayed inside Ratio and included in confirmation emails sent to attendees.

The integration uses OAuth 2.0 to securely connect your Zoom account. Ratio only accesses meeting management and basic profile information — it does not access your Zoom chat messages, recordings, cloud storage, or any other Zoom data.

Prerequisites

  • A Zoom account (free or paid)
  • Workspace settings permission in Ratio (Owner or Admin role)
  • At least one booking type or appointment workflow that uses video conferencing

Adding the Zoom integration

  1. 1Open Settings in the Ratio sidebar, then navigate to Integrations or the Zoom settings page.
  2. 2Click Connect Zoom. You will be redirected to Zoom's authorization page.
  3. 3Log in to your Zoom account if prompted, then review the permissions Ratio is requesting.
  4. 4Click Allow to authorize the connection. You will be redirected back to Ratio.
  5. 5Confirm the connection status shows as "Connected" on the Zoom settings page. Your Zoom email and user ID will be displayed.
  6. 6Open any booking type and set the Conference Provider to Zoom. New appointments booked through that booking type will automatically generate Zoom meeting links.

Troubleshooting connection issues

If the connection fails, verify that pop-ups are not blocked in your browser, that you are logging in with the correct Zoom account, and that your Zoom account is in good standing. You can retry by clicking Connect Zoom again. If the problem persists, disconnect and reconnect, or contact Ratio support via the in-app issue reporter.

Using Zoom meetings in Ratio

Once connected, Zoom meetings are managed automatically based on your appointment lifecycle:

  • Creating an appointment with Zoom as the conference provider automatically creates a Zoom meeting with the matching title, start time, and duration. The join URL appears on the appointment detail and in confirmation emails.
  • Rescheduling an appointment automatically updates the Zoom meeting time and duration.
  • Canceling or deleting an appointment automatically deletes the corresponding Zoom meeting from your Zoom account.
  • Booking types can be configured with Zoom as the default conference provider, so client self-service bookings automatically generate Zoom links.
  • If AI note-taking (call intelligence) is enabled and the client consents, a recording bot can join the Zoom meeting to capture a transcript.

Meeting settings

Ratio creates Zoom meetings with "join before host" enabled and "waiting room" disabled by default, so attendees can join without waiting. Automatic recording is not enabled — recording only occurs if AI note-taking is explicitly configured and the client consents.

Removing the Zoom integration

When you disconnect Zoom from Ratio:

  • All stored OAuth tokens and Zoom account metadata (user ID, email) are immediately deleted from Ratio.
  • No further Zoom API calls will be made on your behalf.
  • Existing Zoom meetings that were previously created by Ratio will remain in your Zoom account — they are not automatically deleted when you disconnect.
  • Future appointments will no longer generate Zoom meeting links. You can switch to a different conference provider (Google Meet, Microsoft Teams) or set appointments to "No conferencing".
  • If you want to fully revoke Ratio's access from the Zoom side, visit the Zoom App Marketplace at marketplace.zoom.us, go to Manage → Installed Apps, find Ratio, and click Uninstall.
  1. 1Open Settings in the Ratio sidebar, then navigate to the Zoom settings page.
  2. 2Click Disconnect.
  3. 3Confirm the disconnection when prompted.

Data removal

Ratio does not retain any Zoom data after disconnection beyond meeting IDs and attendee join URLs already attached to past appointment records for historical reference. OAuth tokens are deleted immediately, and Zoom host start links are not exposed in the product experience.

Privacy and data handling

  • Ratio accesses only your Zoom user profile (ID and email) and meeting management APIs.
  • OAuth tokens are encrypted at rest using AES-256-GCM.
  • Ratio does not access Zoom recordings, chat messages, or cloud storage.
  • Meeting data exposed in Ratio is limited to meeting IDs and attendee join URLs on appointment records.
  • For full details, see the Zoom Data section in our Privacy Policy at paidbyratio.com/privacy.