Zoom and Microsoft Teams
Connect meeting providers for scheduling and online meeting links.
Zoom and Microsoft Teams are meeting integrations. They are used for meeting configuration rather than importing business records.
Use meeting providers when scheduling event types should create or reference online meeting links. Calendar integrations handle availability and calendar writeback; meeting integrations handle the online meeting provider.
Connect a Meeting Provider
- Open Settings > Apps.
- Choose Zoom or Microsoft Teams.
- Start the OAuth connection.
- Approve the provider access.
- Return to Agiled and confirm the app is connected.
Connect the provider account that should own the meetings for the host. If an assistant, admin, or shared account connects the app, test whether the generated meeting link belongs to the right person before sharing the booking page.
If your provider requires admin approval, complete that approval in Zoom or Microsoft before retrying the connection in Agiled. A successful sign-in is not always enough when the provider blocks app authorization by policy.
What the Connection Supports
- Connecting or disconnecting the provider account.
- Meeting-related configuration for scheduling workflows.
- Provider access for online meeting links where supported.
Meeting integrations do not replace calendar integrations. Use calendar connections for availability and event writeback. Use Zoom or Microsoft Teams when the appointment needs an online meeting location.
Provider Ownership
Connect the account that should own the meeting links. For sales or support teams, decide whether links should be owned by the host, a shared account, or a team admin. The owner affects calendar context, meeting permissions, and what recipients see.
Configure Event Types
After connecting a meeting provider:
- Open Scheduling > Event Types.
- Edit the event type.
- Choose the online meeting location option.
- Save the event type.
- Book a safe test appointment.
- Confirm the public confirmation and internal appointment include the expected meeting details.
Also test reschedule and cancellation behavior if your team relies on those flows. The original booking may include a link correctly while later changes depend on provider permissions or event-type settings.
Troubleshooting
- If the meeting option does not appear, reconnect the provider and refresh the event type editor.
- If links are missing after booking, check the provider account permissions and recent app runs or errors.
- If the wrong host owns the meeting, confirm the connected account and event type host configuration.
Also check whether the event type was saved after selecting the meeting location. Existing appointments may not receive a new meeting link just because the provider was connected later.
If a meeting link is missing from a confirmation email, open the appointment detail and event type before reconnecting the provider. The event type may still be using a non-online location.
Provider Review
Before live use:
- confirm the provider account is active and licensed if required
- confirm admin policy allows app access
- book a private test appointment
- open the meeting link from the public confirmation and internal appointment
- check whether rescheduled appointments keep the expected meeting details
Support Checklist
When a meeting link is missing or wrong, collect the event type, host, connected provider account, appointment date, confirmation email, and whether the calendar event was created. This separates meeting-provider issues from calendar sync or booking-page configuration issues.