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Zoom Integration Guide: How to Connect Zoom with Certopus?
Zoom Integration Guide: How to Connect Zoom with Certopus?

A Step-by-Step Guide on how to integrate Certopus with your Zoom meetings & webinars

Vraj Gohil avatar
Written by Vraj Gohil
Updated over a year ago

This integration requires a Zoom account with a paid subscription.

  • Installing Zoom Plugin

  1. Navigate to integrations page from your Certopus Dashboard. (Make sure you have set up your organization and event)

    Certopus Dashboard
  2. Click on "SIGN IN" button in Zoom integration section.

    Certopus Integration Page

  3. Click on "Allow" after signing-in.

  • Configuring Issuance of Credentials

    1. Once you have allowed to add Certopus Zoom plugin, you can click on "SIGN IN" button in Zoom integration section.

      Certopus Integration Page
    2. You now have the ability to navigate through the meetings and webinars that are scheduled in the Zoom account you have access to, you can select the Zoom meeting / webinar for which you want to configure the integration.

      Zoom Integration: Meetings & Webinars

    3. Select the Certopus event and recipient category under which you need to issue credentials, it will take credential design as well as email template which you saved. You can also set a minimum time criteria to ensure that only participants who have spent at least a certain amount of time in the meeting or webinar will receive the credential.

      Auto Generate: If you want the credentials to be automatically generated when the meeting ends, you can set this option on. If this option is turned off, only data of participants will be added to the recipient section.

      Auto Publish: If you want the credential email to be automatically sent when the meeting ends, you can set this option on. If this option is turned off, you will need to manually schedule the email from the Mailing section.

  • Uninstalling Zoom Plugin

    You can open https://marketplace.zoom.us/user/installed to uninstall Zoom plugin.

    Uninstall Zoom Plugin

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