How to Use Slack App In Zoom

This post was most recently updated on July 28th, 2022

Using the Slack App

The Zoom Slack App allows you to start an instant conference call or join an upcoming conference call using the /zoom command on a Slack channel, private group, or direct message. In addition, Zoom Phone calls may be initiated by using the slash commands. A notification will be sent to you at the end of the meeting or conference call with the meeting summary, as well as the link for the recording, if applicable.

Notes:

  • We’ve provided a section below for those who have already installed the Slack app and would like to change from a User managed installation to an Account level installation.
  • The permissions for integrations have recently been updated by Slack. Please follow the steps below if you already have the Slack-Zoom integration installed in your company and would like to take advantage of the new granular permissions:
    1. Slack Workspace Administrators need to make sure Zoom Apps are removed from all workspaces using Slack.
    2. Slack workspace administrators are also required to reinstall Zoom App on workspaces in order to use the feature.
    3. Using the ‘/zoom’ command in the chat will take you to the Zoom page and you will have to follow the instructions there. As an aside, only administrators are required to perform these steps. Zoom will automatically use the new granular permissions each time a new installation of the app is installed.

Prerequisites

  • There is a Zoom account available for you to use
  • along with a Slack account
  • you have pre-approved in the Zoom Marketplace for use with Zoom
    Note: If you are not able to pre-approve the Zoom application, please ask your Zoom administrator for help.

How to install and configure from the Zoom Marketplace

Zoom Slack Integrations can be integrated with Slack directly from Zoom and between Zoom and Slack accounts are integrated. However, if you pre-approve the Slack App from the Marketplace there will be a requirement for each user to individually reauthorize their Slack account with Zoom. If you would like more information on how to switch from previously enabled Slack Integration, please see the Transitioning from previous integration section.

You can install the Slack App for individual use by following the steps below:

  1.  You can access Zoom Marketplace by logging into your Zoom account.
  2. You can find Slack by searching for it and clicking on it.
    If your Zoom administrator has not approved the app for your account, please contact them in order to approve this app for your account.
  3. If the app asks for any permissions, choose Allow when you’re prompted to confirm the permissions.
    A page will open allowing you to choose which way you wish to install the app, and you will be redirected.
    Note: We have a section in this article that can help you, if you have already installed Slack on your computer but would like to switch to an account-wide install.

For your entire organization to have access to the Slack App (admin privilege is required):

  1. Install Zoom for Slack company-wide by clicking the Install Zoom for Slack button.
  2. Once the permissions are verified, you will have to click Authorize to give the app access to Slack.
    Note: You will need to contact your Zoom administrator in order to have the app installed for your account if you don’t have admin privileges on Zoom.
  3. Now, on the next window, you will be asked to select the Slack Workspace into which you would like to install it.
  4. After clicking Connect to Slack Workspace, the installation will begin.
  5. The installation will ask you for permission to continue.
    At this point, you can use the app.

In order to install the Slack App ONLY on your own device, follow these steps:

  1. Add Zoom to ONLY my Slack account by clicking Add Zoom to ONLY my Slack account
  2. And then verifying that the app requires the permissions you require.
    Once the installation is complete, you can access Slack.
  3. The setup can now be completed by entering the command “/zoom” in the Slack channel.
  4. Click the link that appears in the reply to complete the setup.
  5. After reviewing the permissions, click Authorize to complete the setup.

How to change from User Install to Account Level Install

Follow the steps below to increase the level of installation on your account from a personally installed Slack app to an account-wide installation if you already have Slack installed:

  1. You can access the Zoom Marketplace by logging into your Zoom account and navigating there.
  2. Simply click the Manage button.
  3. Click the Uninstall button next to Slack.
  4. A dialog box will appear asking you to confirm the action.
  5. Navigate to the Zoom Marketplace, search for Slack, and select the app.
  6. If the app asks you for a few permissions, click Visit Site to Install, verify that you are happy with them and click Allow.
  7. Once the app has been installed, click Install Zoom for Slack on a company-wide basis.
  8. Once the permissions have been verified, click Authorize to allow the app the permissions it needs to operate.
    Note: In the event that you are unable to install the app yourself, you will need to contact your Zoom account administrator in order to do so.
  9. The next step is to choose the workspace within Slack that you would like to install the extension.
  10. Click on the Connect to workspace button.
  11. The next step is to verify that the extension has permissions.
    At this point, you can use the extension.

How to use the Zoom App on Slack

Zoom Slack App Features

  • Zoom Command Help: Press the /zoomhelp command to view a list of all the Zoom commands available to you.
    Start a Zoom Meeting: You can start a Zoom meeting by typing /zoom in the address bar.
    Note:
  • You will then be able to create a meeting in your Zoom Meeting list using your default settings from your meeting settings. Slack will start your meeting using your personal meeting identifier (PMI) if you have enabled the setting: “Use Personal Meeting ID, when scheduling a meeting”. Furthermore, if the setting for your meeting requires a password, the password will also be visible in the Slack channel for everyone to see.
    In the event of a meeting ending, a channel will be notified the following details of the meeting in the future.
    Note:
  • Basic/Free users are not able to record meetings or generate meeting summaries.
    A channel will receive a notification that a cloud recording has been generated, allowing it to view the recording.
  • Start a Zoom Meeting with a Topic: Type /zoom meeting [Meeting Topic]
  • Join a Zoom Meeting: Type /zoom join <Meeting ID> or /zoom join <personal link name>
  • Start your personal meeting room: Type /zoom join me
  • Initiate a Zoom Phone Call: Type /zoom call [@contact or phone number] when you want to get in touch with another Slack user or to reach any other phone number.
    Note: To be able to use the /zoom call command, a Zoom Phone subscription must be active on your account.
  • As soon as the slash command is entered in the Zoom app, you will be able to make a call following the Call button on the Zoom app.
    Note: The Zoom desktop client will launch as soon as you click the call button, and you will be able to begin a Zoom Phone call. If you do not have a Zoom account, you will need to sign up for one first.
  • After the phone call has been completed, you will be able to view a summary of your conversation in the Zoom app on Slack.
  • Using the Slack Call button to start a Zoom Meeting or a Zoom Phone Call:
    • In a Channel:
      Note:The only Zoom Meeting that can be held in a channel is one that uses the Slack Call button.
    • By clicking the Call button, you will be able to start an instant Zoom meeting, just as it happens when you click the Start call button. The channels will receive the following notification as soon as the Zoom meeting starts.
    • Direct messages will be sent to these channels as well.
      Note: Zoom Meetings and Zoom Phones are the only solutions that support direct messaging.
    • Choosing one of the Call icons is available next to the search icon at the top of the screen. You can select either an Audio & Video: Zoom meeting, or you can choose from a Phone: Zoom meeting, if you have a Zoom Phone plan, within the drop down menu.
      The contact(s) will receive a notification to join the Zoom Meeting if you select the Audio & Video: Zoom option for a Zoom Meeting. If you select the Zoom Phone Call option, the contact(s) will receive a notification to join the Zoom Phone Call.
      Your contact will be contacted directly with Zoom Phone if you select a Zoom Phone Call option during the checkout process.
  • Direct Zoom Meeting or Zoom Phone call with Workspace Contact: Using the People tab, find the person you would like to call or start a meeting with in your workspace contacts and then click the Call or Meeting button. Find their name on the left side of the screen, and click that to open their profile. You will then be able to choose between sending them a message or calling them.
  • Audio & Video: You may use Zoom (for Zoom Meetings) or Skype for Business.
  • Phone: You may use Zoom (for Zoom Phone Plans) or Skype for Business.
  • You are able to start a Zoom Meeting or a Zoom Phone Call as soon as you select one of the options. If you choose a
  •  Audio & Vide: You are able to invite contacts to join Zoom Meetings via Zoom, and the member will receive an email with an option to do so.
  • The user can opt to make a Zoom Phone Call, in which case your contact will be directly contacted on Zoom Phone.
  • You can log out at any time by following these steps.
  • If you want to log out of Zoom from all of your Slack channels, you can type /zoom logout

Additional Configurations

How to enable calling in Slack through Zoom Meetings

  1. Upon going to Administration, the Slack team owner will need to select the settings for the workspace
  2. by navigating to the Settings tab, then expanding on Calls, and selecting the appropriate options. Zoom is a service that supports video calls as well as direct phone calls. In the image below, you can see how Slack could be set up to allow direct number calls as well as video calls through Zoom.
  3. An instant Zoom meeting can then be started by clicking on the Call button with the hint “Start a call with Zoom.”. Each channel will receive a notification which contains the following information:

How to uninstall the Zoom App

  1. Navigate to the Zoom Marketplace by logging in to your Zoom account.
  2. You will be able to find the Slack app there.
  3. You can uninstall it by selecting the Manage tab.
  4. After that, click the OK button to confirm the dialog box.
  • Whenever you start a Zoom meeting for a public channel, the Zoom app will post the summary of the meeting and the recording link to the channel whenever the meeting summary is available.

Summary and Recording link in a private channel or group DM

  • The Zoom app can send the meeting summary and recording link to private channels and groups DMs only if the group or channel is a member of the Zoom app.
    Adding the app is as easy as installing it.

    1. Just type: /invite @Zoom into the app to invite it.
    2. Meetings will be started from the Zoom app and the meeting summary and recording links will be posted from the channel once Zoom has been added.
      Note: A new chat will be created when you add the Zoom app to a group DM or a 1:1 DM.

Please Note:

  • An individual’s 1:1 direct message does not contain a summary of the meeting or a recording link. More information can be found in Known Limitations.
  • For older integrations of Zoom, the app isn’t available. You shouldn’t attempt to upgrade the integration unless you want to change the engagement behavior, as explained in How to Transition from Previously Enabled Slack Integration.
  • As of 4.7.5, Zoom apps are only available for integrations installed after that date. Those who installed the integration prior to this date should use the following steps to update their integration:
    1. Locate the Zoom App in the Slack App Directory & click on it
    2. From there, click on the app’s homepage on the left side of the screen
    3. and then click on the add to Slack button to begin the process

Transitioning from Previously Enabled Slack Integration

It is anticipated that all users on the account will be required to log in/authenticate the integration between Zoom and Slack prior to the launch of the Zoom Marketplace. If you have already enabled the Slack integration with Zoom before the launch of the Zoom Marketplace, you will need to be aware that all users on the account will require authentication for the integration between Zoom and Slack. As a result of increased security measures for the integration, this is a requirement. In order to ensure your data remains more secure, Zoom Marketplace now makes use of OAuth 2.0 for all integrations. After you have enabled the Slack integration from the Marketplace, this is how the user flow will look like:

  1. Users on Zoom Marketplace who attempt to use the /zoom slash command with admin pre-approval in the Zoom Marketplace will receive an error message such as this:
    Clicking Authorize Zoom is the next step the user needs to take. If the user does not have a Zoom account, he will be redirected and asked to sign in, if he does not have one. A user will have to approve the integration permissions after logging into the system for the first time. Once they have clicked Allow, they will begin the integration process.
  2. When a user clicks the Authorize button, they will be taken to a page that asks them to confirm their authorization and to authorize Slack.

If the user completes these steps, the Slack integration will be available to them once they have completed these steps. The authorisation will only take place once.

Known Limitations

  • The meeting summary and recording links are not included in the meeting summary and recording links that can be sent via Slack 1:1 DMs. Meetings initiated via Slack channels or group direct messages are the only ones to support this feature.

How Your Data is Used

Your Zoom account will be accessed and used for the following purposes by this app:

  • User ID – This is the identifier that is used to link your Slack account with your Zoom account
  • Account ID – This is used to associate your Zoom account with the workspaces you have in Slack
  •  Meeting settings – These are used when the Zoom for Slack integration creates meetings. All the meeting settings are used when the meeting is created.
  • Meeting info (meeting ID, topic, start time, meeting password, join link, attendee names) – The meeting announcement is displayed in the Slack channel after the meeting has been initiated to let the channel members know about the meeting and to invite them to attend. During the meeting, attendees’ names are updated dynamically as they arrive and depart.
  • Meeting summary (meeting ID, start time, duration, attendees) – The purpose of a meeting summary is to display what took place at the end of the meeting.
  • Recording info (meeting ID, playback link, password) – This information is used to display the details of the meeting recording after it is completed.
  • Phone call info (phone number, caller, callee) – After a call is created, the call info is displayed and you are able to initiate the call from this screen.
  • The telephone call summary (number, caller, recipient, duration, start time) can be found in the following document.
  • After a call has been completed, the summary of the call is displayed.

You will need to provide Slack with the following information in order for this app to work:

  • Slack user ID – This will be used to connect your Zoom account to your Slack account.
  • Team ID – This will be used to verify that the workspace in which the app is installed has the app installed.
  • You can find the channel ID by clicking here.
  •  Identifying the channel on which meeting participant, recording information, and summary information will be displayed is a very important step.