Zoom Integration

Overview

OmegaFP is a CRM platform built for financial planning firms. Our Zoom integration allows advisors to connect their Zoom account so that meeting links are automatically generated whenever a meeting is scheduled — whether created by the advisor or booked by a client through a public scheduling page.

What the integration does

• Automatically creates unique Zoom meeting links when advisors schedule video meetings
• Generates Zoom links for client-booked appointments via the public scheduling page
• Manages OAuth tokens securely so advisors stay connected without re-authenticating

Zoom API scopes used

0Prerequisites

• An active OmegaFP account (any plan). Sign up for a free trial if you don't have one.
• A Zoom account (Free, Pro, or Business). Any Zoom plan works.
• You must be logged in to OmegaFP to connect the integration.

1Adding the Zoom Integration

Follow these steps to connect your Zoom account to OmegaFP:

1. Log in to OmegaFP — Go to app.omegafp.com and sign in with your email and password.
2. Open Integrations settings — Click Settings in the left sidebar, then select the CRM Integrations tab. Scroll down to the Video Conferencing section.
3. Click “Connect” next to Zoom — A new window will open and redirect you to Zoom’s authorization page.
4. Sign in to Zoom and authorize — If you’re not already logged in to Zoom, enter your Zoom credentials. Review the permissions OmegaFP is requesting (meeting:write:meeting and user:read:user) and click Allow.
5. Confirm the connection — The popup window will close automatically and you’ll see a green “Connected” badge next to Zoom in your integrations list. Your Zoom email address will be displayed.
6. Set Zoom as your default provider (optional) — In the Video Conferencing section, use the Default Provider dropdown to select Zoom. This ensures Zoom links are generated automatically for all future video meetings.

Troubleshooting connection issues

• Popup blocked: Most browsers block new windows by default. Look for a popup-blocked icon in your address bar and click it to allow the popup from OmegaFP.
• Authorization error: If Zoom shows an error, make sure you are signed in to the correct Zoom account and try again from the Integrations page.
• Connection not appearing: Refresh the Integrations page. If the issue persists, disconnect and reconnect by following the steps in the “Removing the Integration” section below, then repeat the steps above.
• Still having trouble? Contact our support team at support@omegafp.com with a description of the problem and any error messages you see.

2Using the Zoom Integration

Automatic meeting link generation

Prerequisite: Your Zoom account must be connected and set as the default video provider (see step 6 above).

1. Navigate to your calendar or client household and click New Meeting.
2. Set the meeting type to Zoom using the video provider selector.
3. Fill in the meeting details (title, date, time, attendees) and click Create Meeting.
4. OmegaFP automatically calls the Zoom API to create a meeting and attaches the unique Zoom join link to the meeting record. The link is included in the calendar invitation sent to participants.

Client self-scheduling (public booking page)

Prerequisite: Zoom must be connected and a booking page must be configured with a video meeting type.

1. Share your public booking link with a client (e.g., app.omegafp.com/book/your-name).
2. The client selects a time slot and books a meeting.
3. OmegaFP automatically generates a Zoom meeting link and includes it in the confirmation email sent to both the advisor and the client.

Personal meeting link fallback

Prerequisite: You must have saved a personal meeting URL in Settings > CRM Integrations > Video Conferencing.

If Zoom’s API is temporarily unavailable or your OAuth connection has expired, OmegaFP will automatically fall back to using your personal Zoom meeting link. This ensures clients always receive a working meeting link.

Reconnecting an expired session

Zoom OAuth tokens are refreshed automatically. In rare cases, a token may become permanently invalid (for example, if you change your Zoom password or revoke access). If this happens:

1. You’ll see a warning in the Integrations page indicating the connection needs to be refreshed.
2. Click Disconnect next to Zoom, then click Connect again to re-authorize.

3Removing the Zoom Integration

You can disconnect Zoom from OmegaFP at any time. Here’s how:

From within OmegaFP

1. Log in to OmegaFP and go to Settings > CRM Integrations.
2. In the Video Conferencing section, find Zoom and click Disconnect.
3. Confirm the disconnection when prompted.

From your Zoom account

You can also revoke access directly from Zoom:

1. Log in to marketplace.zoom.us.
2. Click Manage > Installed Apps.
3. Find OmegaFP and click Uninstall.

What happens when you disconnect

• OAuth tokens are permanently deleted. OmegaFP immediately deletes your encrypted Zoom access token and refresh token from our database. We do not retain any Zoom credentials after disconnection.
• No more automatic link generation. Future meetings will no longer receive auto-generated Zoom links. If you have a personal meeting link saved, OmegaFP will fall back to that instead.
• Existing meetings are not affected. Zoom links that were already created and attached to past or upcoming meetings remain valid. Those meetings still exist in your Zoom account.
• Your Zoom account is unchanged. Disconnecting from OmegaFP does not delete your Zoom account, meetings, or recordings. It only revokes OmegaFP’s ability to create meetings on your behalf.
• You can reconnect at any time. Simply follow the steps in the “Adding the Zoom Integration” section above to reconnect.

4Data Handling & Privacy

• Minimal data access. OmegaFP only requests the scopes necessary to create meetings and identify your Zoom account email. We do not access recordings, chat messages, or other Zoom data.
• Token encryption. All OAuth tokens are encrypted at rest using AES-256-GCM before being stored in our database.
• No data sharing. Zoom account information is never shared with third parties.
• Immediate deletion on disconnect. When you disconnect the integration, all stored Zoom tokens and associated metadata are permanently deleted from our systems.

For full details, see our Privacy Policy and Terms of Service.

?Need Help?

If you have questions or run into issues with the Zoom integration, we’re here to help.

• Email: support@omegafp.com
• Hours: Monday – Friday, 9:00 AM – 6:00 PM EST
• Response time: Within 1 business day

Visit our Support page for more options.