Engage · Integrations

How to connect Zoom and create virtual events

Link your Zoom account to Engage and create meetings or webinars while setting up a virtual event.

Zoom meeting fields in the Engage virtual event form, with a notice that no accounts are linked yet

Published on November 5, 2026

For an online session, Engage can create the Zoom event while you prepare the invitation, keeping the event and meeting details together.

Before you start. You need Engage access to manage integrations and events, plus a Zoom account that can authorize the connection. If your organization controls Zoom apps, an account admin may need to approve it.

1. Link Zoom to Engage

In Engage, open Settings > Integrations and choose New > Zoom. Give the integration a recognizable name and fill in the defaults it requests\u2014phase, source, category, and user\u2014for records created from this connection. Tags are optional.

Engage form for a new Zoom integration with example defaults and the Link with Zoom button — Set the defaults, then select Link with Zoom to start authorization.

Select Link with Zoom. Sign in with the account that will create the meetings and review the requested permissions before approving them. If Zoom shows Request instead of Add, or says approval is required, ask a Zoom account admin to review the app in Marketplace. After authorization, save the integration in Engage.

Zoom lets the account owner or an admin control which Marketplace apps users can install. See Zoom\u2019s official guide to adding Marketplace apps and its overview of roles, permissions, and app approvals.

2. Set up the virtual event

Go to Sites and Events > Events and select New. Enter the title, category, type, date and time, capacity, and description. For a remote session, choose the category your team uses for online events and set the type to Virtual. For example, enter the date and capacity for a Café Nube product demo.

Engage virtual event form with an example title, Online category, date, time, and capacity — Complete the event details first; Zoom fields appear in the same form.

Turn on Create event in Zoom. Select the authorized account, choose Meeting or Webinar, then set the time zone and duration.

Zoom event section in Engage virtual event form showing linked account, type, time zone, and duration — The Zoom section appears when event creation is enabled; authorize an account for it to appear in the list.

A webinar requires the Zoom Webinars add-on. See Zoom\u2019s official webinar licensing information. Automatic recording also depends on Zoom settings and permissions; see its guide to enabling it. For meetings, see the meeting scheduling guide.

3. Save and review

Before accepting, check the title, date, time, capacity, category, and Zoom settings. When saved, Engage records the event and asks Zoom to create the meeting or webinar with the selected account and options. Return to the list and open the record to confirm the date and details.

Engage event list showing the Encuentro de servicio | Café Nube event — Use the event list to reopen details and follow registrations.

If no Zoom account appears, finish authorization under Settings > Integrations first. If Zoom asks you to authorize again, use an account that still has the required permissions. If Webinar is unavailable, confirm the Zoom license and account restrictions.

Example. A company can register a customer demo in Engage and create its Zoom meeting from the same form. Choose Webinar for a seminar-style audience only when the account includes that capability.