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The Zoom integration in HappyFox Help Desk allows agents to set up and manage Zoom meetings directly within support tickets. This integration simplifies scheduling and enhances real-time collaboration with customers, leading to faster resolution of issues. Agents can generate Zoom meeting links, add them to ticket replies, and communicate with customers seamlessly, all within the HappyFox platform.
Note: The Zoom meet is currently under app review process will be available soon. Once approved, you can integrate Zoom with HappyFox Help Desk to streamline meeting management directly within support tickets.
Installing the Zoom App:
To integrate Zoom with HappyFox Help Desk:
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Go to the Apps section in your HappyFox Help Desk account.
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Select Zoom from the list of available apps.
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Click Install.
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Provide the following details:
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Account ID
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Client ID
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Client Secret
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Click Save to complete the authentication process.
Generating Zoom Credentials:
Follow the steps below to generate your Zoom Account ID, Client ID, and Client Secret:
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Visit the Zoom App Marketplace.
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Navigate to Develop and click Build App.
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Select Server-to-Server OAuth as the app type.
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Provide a name for your app and click Create.
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Complete all mandatory fields under the Information and Feature sections.
Under Scopes, add the following:
- meeting:write:meeting:admin - create a Meeting for a user
- user:read:user:admin - view a user
- user:read:list_users:admin - views users
Copy the Account ID, Client ID, and Client Secret, and use them in the HappyFox Help Desk Zoom integration page.
How to Add a Meeting Link to a Ticket:
- Open the ticket where you want to add the meeting link.
- In the right pane, under the Zoom section, click Generate Zoom meeting.
- The system will create a meeting, displaying the Zoom meeting link along with the meeting’s timestamp.
If a meeting has already been created, agents can choose Regenerate Zoom meeting if needed.
To add the meeting link to the ticket reply, click Add meeting link to the ticket reply. This will insert the Zoom link directly into the reply editor.
How to Unlink a Zoom Account from HappyFox Help Desk:
If you need to remove the Zoom integration from your HappyFox account, follow these steps:
- Go to the App section in HappyFox Help Desk.
- Select Zoom from the list of installed apps.
- Click Unlink Zoom account button
- Confirm the action to successfully unlink your Zoom account from HappyFox Help Desk.
Once unlinked, agents will no longer be able to generate or manage Zoom meeting links within tickets until the integration is reinstalled and linked again.
Frequently Asked Questions:
- Can I regenerate a new Zoom link for an existing ticket?
Yes, once a meeting has been generated, agents can select Regenerate Zoom meeting to create a new link for the same ticket.
- Will the Zoom link expire after the meeting?
No, the Zoom link is reusable, allowing agents to use the same link for follow-up meetings if needed.
- Does generating a Zoom link create an event in my calendar?
No, generating a Zoom link does not create a calendar event. The link is for immediate use and isn’t saved as an event in your Zoom calendar.
