KILOS CRM creates a Zoom meeting for every video appointment your clients book with you, and deletes it if the appointment is canceled. You connect your Zoom account once; there is nothing to copy or paste.
Requirements
- A KILOS CRM account with the owner role.
- A Zoom account (the meetings are created on this account).
Adding the app
1. Sign in to KILOS CRM at https://crm.kilos.ai.
2. Go to Agenda, then Settings (Configurar), then Video call.
3. Choose Automatic Zoom and click Connect Zoom.
4. Sign in to Zoom if asked, review the permissions and click Allow.
5. You return to KILOS CRM and see "Connected as" followed by your Zoom email.
Using the app
When a client books a video appointment on your booking page, or your team schedules one in KILOS CRM, a Zoom meeting is created on your Zoom account for that date and time. The meeting link is sent to your client in the confirmation and reminders, and it appears in the appointment in KILOS CRM.
If the appointment is canceled, the Zoom meeting is deleted. If it is rescheduled, a new meeting is created and the old one is deleted.
Permissions the app asks for
| Permission | What it is used for |
|---|---|
| meeting:write:meeting | Create meetings for you. |
| meeting:delete:meeting | Delete meetings it created. |
| user:read:user | See your basic Zoom profile, to show which account is connected. |
The app does not read your recordings, chats, contacts or other meetings.
Removing the app
- From KILOS CRM: Agenda, Settings, Video call, Disconnect.
- From Zoom: sign in to the Zoom App Marketplace, go to Manage, then Added Apps, find KILOS CRM and click Remove.
When you remove the app, KILOS CRM deletes the Zoom access it had stored and stops creating meetings. Meetings already created stay on your Zoom account until you delete them. To have your other data deleted, write to privacidad@kilos.ai.