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Meetings in your calendar
Create, update, view, and manage Zoom meetings from supported Supportbench calendar workflows.
Connect Zoom Meetings and Zoom Phone to Supportbench — schedule meetings from your calendar workflows, keep private call activity on the right customer record, and import authorized summaries, transcripts, and recordings automatically.
The Supportbench Zoom app is admin-managed: an administrator of your Zoom account completes installation and authorization, signed in to the correct Supportbench tenant.
One admin-managed connection brings meetings, calls, and their artifacts into the customer timeline your team already works in — privately, and only for the features you enable.
Create, update, view, and manage Zoom meetings from supported Supportbench calendar workflows.
Zoom Phone activity becomes a tenant-scoped Phone Log, linked to cases as private activities.
Authorized summaries, transcripts, and recordings are stored as private customer-support artifacts.
A Zoom administrator authorizes the app, and every capability is opt-in for your tenant.
The Supportbench Zoom app is admin-managed. Installation and authorization must be completed by an administrator of your Zoom account. In Supportbench, the person connecting Zoom must be signed in to the correct tenant and have permission to edit integrations.
Zoom Meetings and Zoom Phone features also require the corresponding Zoom licenses and account features.
The whole flow takes a few minutes, and it always starts from your Supportbench settings page.
Sign in to Supportbench and open Settings › Integrations › Zoom.
Look over the available Meetings and Zoom Phone options. Leave Active off until authorization is complete.
Select Authorize with Zoom, sign in as a Zoom account administrator, review the requested permissions, and approve the app.
After Zoom returns you to Supportbench, confirm that the connected Zoom account shown is the one you expect.
Select Sync Hosts, choose a default host when required, enable the options your team needs, switch Active on, and save.
Starting from the Supportbench settings page establishes the correct tenant before the Zoom OAuth flow begins. Don’t reuse an authorization link copied from another tenant or browser session.
Enable Meetings, Zoom Phone, or both — each works independently and respects your tenant’s settings.
When calendar meetings are enabled, authorized Supportbench users can create, update, view, and delete Zoom meetings from supported Supportbench calendar workflows. The selected Zoom host is synchronized to the corresponding Supportbench user. Depending on your settings and Zoom account capabilities, Supportbench imports meeting summaries, transcripts, and recordings as private customer-support artifacts.
When Phone logging is enabled, signed Zoom Call Element events are processed into one tenant-scoped Phone Log for the durable call identity. Optional inbound auto-case creation applies your configured routing and fallback behavior, and calls associated with a case can create one private case Activity. Phone summaries, transcripts, and recordings are imported only when the related options are enabled and your Zoom account makes those artifacts available.
Supportbench requests administrator-level Zoom scopes only for the integration behavior you enable.
Create and manage meetings
meeting:write:meeting:adminmeeting:read:meeting:adminImport AI meeting summaries
meeting:read:list_summaries:adminmeeting:read:summary:adminSynchronize Zoom users and hosts
user:read:user:adminuser:read:list_users:adminCall details and logging
phone:read:call:adminphone:read:call_log:adminRecordings, transcripts, and AI summaries
phone:read:call_recording:adminphone:read:recording_transcript:adminphone:read:ai_call_summary:adminCloud recordings and transcripts
cloud_recording:read:list_recording_files:admincloud_recording:read:recording:admincloud_recording:read:meeting_transcript:adminDepending on the features you enable, Supportbench may receive and store Zoom OAuth credentials, connected-account and Zoom-user identity, meeting and call identifiers and metadata, participant or caller and callee details supplied by Zoom, meeting links, status and timing, and available recordings, transcripts, and summaries. Data is used only to provide the configured Supportbench integration.
You can end the connection from either side — the two paths handle data differently.
Supportbench attempts to revoke the Zoom authorization, always clears local access and refresh credentials, and disables the integration. Your tenant’s settings and existing customer records are preserved so an administrator can reconnect safely.
Zoom sends a signed deauthorization notice. Supportbench disables the installation, clears credentials, and removes Zoom-owned data: synced users, queued and raw events, interaction artifacts, downloaded Zoom files, Zoom-created private Activities and Phone Logs, and virtual-meeting provider metadata. Customer-authored Cases and Calendar Events are retained, and stored Zoom join links are removed from retained calendar summaries.
Open your integration settings to get started, or reach out for help with installation, permissions, or data requests.