Zoom Integration
How can I use Zoom with Ambition?
How do I enable and authorize the Zoom integration within Ambition?
How do I revoke authorization and remove the Zoom integration?
Zoom Integration Overview
Through Ambition's Zoom integration you can:
- add Zoom meeting links to check-ins which users can access through their calendar or within the check-in itself
- add the "Zoom Calls" agenda item to coaching events which allows employees to select and attach Zoom calls in their coaching responses
- send workflow notifications directly to public Zoom channels and users to further drive employee engagement and recognition (using the Zoom desktop client/mobile app/or web app is required. Viewing workflows in a browser window is not support by Zoom chat)
Enable and Authorize Zoom Integration
Ambition Permission: Users with the "Integrations: Edit" permission will be able to access the Integrations tab.
Zoom Permission: Authorization will require "Admin" permission within Zoom.
Already using the Zoom integration with Ambition and just need to reauthorize in order to access new features? Learn how to reauthorize here.
1. Open the left navigation and click Administration > Data > Integrations.
2. Click the + Enable Integration button.
If this is the first integration enabled in your instance, you will skip this step and begin at step 3.
3. Locate the Zoom integration and click "Enable Integration" in line with the Zoom integration name and icon.
You will be redirected into the newly enabled Zoom integration.
Upon enabling you will be redirected into the integration. To enter the Zoom integration anytime after original enabling:
Once enabled, the Zoom integration will appear on the Integration Management page.
4. Click Edit in line with the Zoom integration.
5. Click on Authentication.
6. Click Authorize to begin the Zoom authorization.
7. Input your Zoom credentials and click Allow.
8. Upon successful authorization, you will be redirected to the Zoom integration within Ambition.
If at any point in time Zoom and Ambition should no longer be connected, click the Revoke Access option.
9. After authorization, Zoom meeting links can be added to check-ins, the "Zoom Calls" agenda item can be added to coaching agendas, and Ambition workflows can be sent to public Zoom channels and users through the "Send Zoom Message" action.
Zoom Calls Agenda Item |
Workflow Action for Zoom Channels and Users |
Add Zoom Meeting to Check-Ins
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