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SLACK APP


OVERVIEW

Zoom’s Slack App lets you start an instant meeting or join a scheduled meeting
by using the /zoom command directly in a Slack channel, private group, or direct
message. Additionally, Zoom Phone calls are supported through slash commands.
When the meeting or call ends, you will receive a notification that includes the
meeting summary and, if applicable, a link to the meeting recording.

Note: If you have already installed the Slack app and would like to switch from
a User managed install to an Account level installation, please see the section
below.


Note: Slack has recently updated permissions for integrations. If your
orgazation already has installed the Slack-Zoom integration and would like to
use the new granular permissions, please follow the steps below:
1. The Slack Workspace administrator needs to remove the Zoom App from all Slack
workspaces.
2. The Slack Workspace administrator then needs to re-install Zoom App into
workspaces.
3. Enter ‘/zoom’ in the chat to go to authorization page and follow the
instructions there. Please note, only admin need to do the aforementioned steps.
Any new installs of the Zoom app will automatically use the new granular
permissions.

This guide covers:

 * Installation and Configuration
 * Using the Zoom App
 * Additional Configurations
 * Uninstalling the Zoom App
 * Meeting Summary and Recording Link
 * Transitioning from Previously Enabled Slack Integration
 * Known Limitations


PREREQUISITE

 * Free or Paid Zoom Account
 * A Slack Account
 * Pre-approval of the Slack app in the Zoom Marketplace Note: If the app is not
   pre-approved, please contact your Zoom admin.


INSTALLATION AND CONFIGURATION


INSTALLING AND CONFIGURING FROM THE ZOOM MARKETPLACE

Note: If you are currently using the Zoom Slack integration previously
configured for your account, pre-approving the Slack App from the Marketplace
will require all users on the account to individually re-authorize their Slack
account with Zoom. For more information please see the Transitioning from
Previously Enabled Slack Integration section below.

 1. Login to your Zoom account and navigate to the Zoom Marketplace.
 2. Search for Slack and click the app.
 3. If the app is not pre-approved, please contact your Zoom admin to approve
    this app for your account.
 4. Click Visit Site to Install, confirm the permissions the app requires and
    choose Allow.
 5. You will be redirected to a page letting you choose how you would like to
    install the app:
    Note: If you have already installed the Slack app and would like to switch
    from a personal install to an account wide installation, please see the
    section below.
    
    * To install for your entire organization (admin privilege required):
      1. Click Install Zoom for Slack company wide.
      2. Verify the permissions the app requires and click Authorize.
         Note: If you do not have admin privileges on Zoom, you will need to
         contact your Zoom admin to install the app for your account.
      3. You will now select the Slack Workspace in which you would like to
         install. Click Connect to Slack workspace.
      4. Verify the permissions, and click Allow.
      5. The app is now ready to use.
    * To install for ONLY yourself:
      1. Click Add Zoom to ONLY my Slack account
      2. Verify the permissions the app requires and click Allow.
      3. The Slack app is now installed. To finish the configuration, navigate
         to a Slack channel and enter “/zoom”.
      4. Click the link in the reply.
      5. Verify the permissions and click Authorize.


CHANGING FROM USER INSTALL TO ACCOUNT LEVEL INSTALL

If you have already installed the Slack app and would like to switch from a
personal install to an account wide installation, follow the steps below:

 1.  Login to your Zoom account and navigate to the Zoom Marketplace.
 2.  Click Manage
 3.  Find Slack and click Uninstall
 4.  Confirm the dialogue and continue.
 5.  Search for Slack in the Zoom Marketplace and click the app.
 6.  Click Visit Site to Install, confirm the permissions the app requires and
     choose Allow.
 7.  Click Install Zoom for Slack company wide.
 8.  Verify the permissions the app requires and click Authorize.
     Note: If you do not have admin privileges on Zoom, you will need to contact
     your Zoom admin to install the app for your account.
 9.  You will now select the Slack Workspace in which you would like to install.
     Click Connect to Slack workspace.
 10. Verify the permissions, and click Allow.
 11. The app is now ready to use.


USING THE ZOOM APP ON SLACK


ZOOM SLACK APP FEATURES

 1. Zoom Command Help: Type /zoom help to list the Zoom commands available.
    
    
 2. Start a Zoom Meeting: Type /zoom to start a meeting.
    Note: This will use your default settings from your meeting settings and
    create a meeting in your Zoom Meeting list. If you have turned on the
    setting: “Use Personal Meeting ID (PMI) when scheduling a meeting”, Slack
    will start your meeting using your PMI. Additionally, if your meeting
    settings require a password, the password will be displayed in the Slack
    channel for all members.
    
    When the meeting ends, the channel will receive the following notification
    on the meeting details:
    Note: Meeting Summary and Recording are not supported for Basic/Free users.
    
    If a cloud recording is generated, the channel will receive the following
    notification to view the recording:
    
 3. Start a Zoom Meeting with a Topic: Type /zoom meeting [Meeting Topic]
    
 4. Join a Zoom Meeting: Type /zoom join <Meeting ID> or /zoom join <personal
    link name>
    
 5. Start your personal meeting room: Type /zoom join me
    
 6. Initiate a Zoom Phone Call: Type /zoom call [@contact or phone number] to
    call another Slack user or any phone number.
    Note: To use the /zoom call command, your account must have an active Zoom
    Phone subscription.
    
    
    Once the slash command is entered, the Zoom app will provide a Call button
    to place the call.
    
    
    
    Note: Clicking the call button will launch the Zoom desktop client and start
    your Zoom Phone call. You may need to sign into Zoom if you are not signed
    in.
    
    
    
    Once the phone call is complete, you will see a summary of your call in the
    Zoom app on Slack.
    
    
 7. Using the Slack Call Button to Start a Zoom Meeting or a Zoom Phone Call:
    1. In a Channel:
       Note: Only Zoom Meetings using the Slack Call button are supported in
       channels.
       Selecting the Call button with the hint “Start a call with Zoom” will
       start an instant Zoom meeting. A channel will receive the following
       notification:
       
       
    2. In a Direct Message:
       Note: Direct messages support calling with Zoom Audio & Video or Zoom
       Phone Calling
       Click the Call icon next to the search bar at the top of the page. You
       can choose between Audio & Video: Zoom (for a Zoom Meeting) or a Phone:
       Zoom (if your account has a Zoom Phone plan).
       
       Selecting an option will start a Zoom Meeting or Zoom Phone Call. If you
       choose a Audio & Video: Zoom for a Zoom Meeting, the contact(s) will
       receive a notification to join from the channel. :
       
       If a Zoom Phone Call is selected, your contact will be called directly
       with Zoom Phone.
 8. Direct Zoom Meeting or Zoom Phone call with Workspace Contact: To directly
    call or start a meeting with someone in your workspace contacts, navigate to
    People and find the person you would like to call. Click their name and find
    the Profile Card on the right. Click Call, and then choose between Audio &
    Video: Zoom (for a Zoom Meeting) or a Phone: Zoom (if your account has a
    Zoom Phone plan).
    
    Selecting an option will start a Zoom Meeting or Zoom Phone Call. If you
    choose a Audio & Vide: Zoom for a Zoom Meeting, the contact will receive an
    option to join in the channel.
    
    If a Zoom Phone Call is selected, your contact will be called directly with
    Zoom Phone.
 9. Logout from Zoom: Type /zoom logout to log out of Zoom from all your Slack
    channels
    


ADDITIONAL CONFIGURATIONS


ENABLE CALLING IN SLACK THROUGH ZOOM MEETINGS

 1. The Slack team owner will need to go to Administration > Workspace Settings
    
    In the Settings tab, expand on Calls and choose your desired options. You
    can choose Zoom for both video calls and direct phone number calls. Below
    you can see what it would look like to set slack up to use Zoom for both
    video and direct phone number calls.
    
    Selecting the Call button with the hint “Start a call with Zoom” will start
    an instant Zoom meeting. A channel will receive the following notification:
    


UNINSTALLING THE ZOOM APP

 * Login to your Zoom account and navigate to the Zoom Marketplace.
 * Search for Slack and click the app or navigate to your authorized apps via
   Manage Apps and choose Slack.
 * Choose the Manage tab and click Uninstall.
 * Confirm the dialogue and click OK.


MEETING SUMMARY AND RECORDING LINK


RECEIVING MEETING SUMMARY AND RECORDING LINK IN A PUBLIC CHANNEL

 * If you start a meeting for a public channel, when the meeting ends the Zoom
   app will post the meeting summary and recording link when available to the
   channel.


RECEIVING MEETING SUMMARY AND RECORDING LINK IN A PRIVATE CHANNEL OR GROUP DM

 * You can receive the meeting summary and recording link in a private channel
   or group DM only if the Zoom app is a member of the channel. To add the app:
   1. Invite the Zoom app by typing: /invite @Zoom
   2. The Zoom app will be added and meetings started from the channel will post
      the meeting summary and recording link when available.
      Note: Adding the Zoom app to a group DM or a 1:1 DM will create a new
      chat.

Please Note:

 * Meeting summary and recording link is not provided in 1:1 DMs. See Known
   Limitations

 * Zoom app is not available for “older” integrations. Do not attempt to upgrade
   the integration unless you want to change the integration behavior as
   described in Transitioning from Previously Enabled Slack Integration. You can
   tell if you are using the “older” integration if your Zoom app help screen
   looks like this:
   
   You are using the “newer” integration if your help screen looks like this:
   

 * Zoom app is only available for integrations installed after 4/7/2019. If you
   installed prior to this date, please update your integration using the
   following steps:
   
   1. Go to the Slack App Directory and find the Zoom app
   2. Click the “App Homepage” button on the left column
   3. Click the “Add to Slack” button and authorize


TRANSITIONING FROM PREVIOUSLY ENABLED SLACK INTEGRATION

If you wish to install the Marketplace Slack integration and have already
configured the Slack integration with Zoom prior to the Zoom Marketplace, you
will need to be aware of all users on the account being required to
login/authenticate the integration between Slack and Zoom. This is required due
to an increased security measure for this integration. The Zoom Marketplace now
uses OAuth 2.0 for all integrations to ensure your data is kept more secure. The
user flow once the Slack integration from the Marketplace is enabled is as
follows:

 1. Upon admin Pre-approval in the Zoom Marketplace, when users on Slack attempt
    to use the /zoom slash command, they will receive this message:
    
    
 2. The user will need to click Authorize Zoom.
 3. The user will be redirected to Zoom and required to sign in, if not already.
    Once signed in, the user will be required to Allow permissions for the
    integration. They will need to click Allow to continue.
    
    
 4. The user will then see an Authorization page for Slack, they will need to
    confirm the permissions and click Authorize.
    
    
 5. After these steps are completed, the user will be able to use the Slack
    integration. This is a one time Authorization.


KNOWN LIMITATIONS

 * Meetings started from Slack 1:1 DMs do not support receiving meeting summary
   and recording links. This feature is only supported in meetings started from
   Slack channels or group DMs.


HOW YOUR DATA IS USED

This app accesses and uses the following information from your Zoom account:

 * User ID - used to associate your Slack and Zoom accounts
 * Account ID - used to associate your Slack workspaces with your Zoom account
 * Meeting settings - used when creating a meeting from the integration. The
   created meeting will follow these settings.
 * Meeting info (meeting ID, topic, start time, meeting password, join link,
   attendee names) - displayed in the Slack channel after a meeting created to
   let the channel members know about the meeting and to join it. Attendee names
   are dynamically updated as attendees join and leave the meeting.
 * Meeting summary (meeting ID, start time, duration, attendees) - used for
   displaying a summary of a meeting after it is completed.
 * Recording info (meeting ID, playback link, password) - used for displaying
   recording details after the meeting is completed.
 * Phone call info (phone number, caller, callee) - used to display the call
   info after a call is created and to let you intiate the call.
 * Phone call summary (phone number, caller, callee, duration, start time) -
   used for displaying a summary of a call after it is completed.

This app uses the following information from your Slack account:

 * Slack user ID - used to associate your Slack account to your Zoom account.
 * Team ID - used to verify the current workspace has the app installed.
 * Channel ID - used to identify the channel where meeting participant,
   recording, and summary info will be displayed on.

For additional help or technical support, please submit a ticket.