Sweep Scheduling lets prospects book meetings with your reps. When a meeting is booked through a Sweep booking link or form, a Zoom meeting is automatically created for the assigned rep and the join link is added to the calendar invite.
How to connect Zoom
Your Sweep admin invites you to connect your conferencing account.
In Salesforce, open the Sweep Scheduling app.
Go to the Integration tab, and click Connect Zoom.
You are redirected to Zoom's authorization screen. Review the requested permissions and click Allow.
You are redirected back — your Zoom account is now connected.
How the integration is used
Once connected:
A Zoom meeting is created automatically when a meeting is booked through Sweep.
The Zoom meeting is updated automatically when a booking is rescheduled.
The Zoom meeting is cancelled automatically when a booking is cancelled.
Sweep uses the connection only to create, update, and delete meetings on your behalf. It does not read your Zoom profile, recordings, or webinars.
How to remove or disconnect
Open the Sweep Scheduling app
Go to the Integration tab
Click Disconnect Zoom.
Support
Need help? contact [email protected].