What you get
When you create an appointment in RemixCRM (consultations, planning meetings, walk-throughs), RemixCRM can auto-generate a Zoom meeting link and include it in the calendar invite to the client. Per-org, optional.
Setup
RemixCRM uses Zoom's Server-to-Server OAuth flow — no end-user login required.
1. Create a Server-to-Server OAuth app
- Go to marketplace.zoom.us
- Sign in
- Develop → Build App
- Choose Server-to-Server OAuth
- Name it (e.g. "RemixCRM appointments")
2. Grab three credentials
From the app's App Credentials tab:
- Account ID
- Client ID
- Client Secret
3. Set required scopes
In Scopes, add:
meeting:write:admin(create meetings)
4. Activate the app
The app must be Activated in the marketplace before tokens work.
5. Configure in RemixCRM
- Settings → Integrations → Zoom Integration
- Paste all three credentials
- Save
- Click Test Connection to verify
How RemixCRM uses Zoom
When you create an appointment with "Generate Zoom link" checked, RemixCRM:
- Requests an access token via the Server-to-Server OAuth flow
- Creates a Zoom meeting via
POST /v2/users/me/meetings - Stores the join URL on the appointment record
- Includes the join URL in the calendar invite email
Troubleshooting
"Zoom failed: invalid_client"
The Client ID or Client Secret is wrong, or the app is deactivated. Check the Marketplace and re-paste.
"Zoom failed: 4711" (or similar 4xxx)
Missing required scopes. Go back to the Marketplace app → Scopes → add
meeting:write:admin → save → re-activate the app.