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

0 · Prerequisites

• An active OmegaFP account (any plan). Talk to us if you don't have one yet.
• A Zoom account (Free, Pro, or Business). Any Zoom plan works.
• You must be logged in to OmegaFP to connect the integration.

1 · Adding 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.
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. 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.
6. Set Zoom as your default provider (optional). Use the Default Provider dropdown in the Video Conferencing section to select Zoom.

Troubleshooting connection issues

• Popup blocked: Look for a popup-blocked icon in your address bar and click it to allow the popup from OmegaFP.
• Authorization 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 using the steps below.
• Still having trouble? Email support@omegafp.com with a description and any error messages.

2 · Using the Zoom Integration

Automatic meeting link generation

Prerequisite: Zoom must be connected and set as the default video provider.

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 and click Create Meeting.
4. OmegaFP calls the Zoom API to create a unique meeting link and attaches it to the calendar invitation.

Client self-scheduling (public booking page)

Prerequisite: Zoom connected; a booking page configured with a video meeting type.

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

Personal meeting link fallback

If Zoom's API is temporarily unavailable or your OAuth connection has expired, OmegaFP falls back to your saved 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 (e.g., if you change your Zoom password or revoke access) a token becomes permanently invalid. If this happens you'll see a warning in the Integrations page. Click Disconnect then Connect again to re-authorize.

3 · Removing the Zoom Integration

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. We immediately delete your encrypted Zoom access + refresh tokens from our database. No Zoom credentials are retained after disconnect.
• No more automatic link generation. Future meetings will not receive auto-generated Zoom links. If you have a personal meeting link saved, OmegaFP falls back to that.
• Existing meetings are not affected. Zoom links already attached to past/upcoming meetings remain valid in your Zoom account.
• Your Zoom account is unchanged. Disconnecting from OmegaFP does not delete your Zoom account, meetings, or recordings.
• You can reconnect at any time. Just repeat the steps in section 1.

4 · Data Handling & Privacy

• Minimal data access. OmegaFP only requests 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, all stored Zoom tokens and metadata are permanently deleted.

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