Zoom + 365agents: your AI creates Zoom meetings during the booking call

365agents connects natively to Zoom via OAuth. When a caller books a remote meeting, the AI generates the Zoom link, attaches it to the calendar event, and includes it in the confirmation text and email.

Written By Rick Garcia

Last updated 15 days ago

365agents connects natively to Zoom via OAuth. When a caller books a remote appointment β€” consultation, demo, telehealth visit, virtual deposition β€” the AI generates a Zoom meeting link, attaches it to the calendar event, and delivers it to the caller by text and email before they hang up.

What this makes possible

  • Automatic Zoom link creation for every remote appointment

  • Calendar event includes the link β€” caller and host both see it in their Google Calendar or Outlook

  • Confirmation text with link β€” sent immediately after the call

  • Confirmation email with link β€” follows shortly after

  • Host assignment β€” meetings created on the correct host's Zoom account based on the appointment type

  • Settings honored β€” waiting room, passcode, auto-record settings from your Zoom configuration apply

How a real call flows

  • Caller books a telehealth visit for next Tuesday

  • AI creates the Zoom meeting on the provider's Zoom account

  • Calendar event (Google or Outlook) is created with the Zoom join link

  • Caller gets a confirmation text with the link they can tap

  • Email with calendar invite and Zoom details follows

  • Provider sees the meeting on their calendar with the Zoom link ready to join

How to connect

  • Admin dashboard β†’ Integrations β†’ Zoom

  • "Connect" and sign in to the Zoom account the AI should create meetings on

  • If your business has multiple Zoom users, authorize each host the AI will book for

  • Configure default meeting settings

  • Test with a call

Who this is for

  • Healthcare practices with telehealth visits

  • Law firms with remote depositions and client consultations

  • Consultants and coaches who meet virtually

  • Sales teams doing Zoom-based discovery and demo calls

  • Any business where a portion of appointments are remote

Related

Get started

Book a demo β€” we'll connect Zoom during onboarding.