Uptick + Zoom: available for accounts on the Standard Plan
Connect Uptick with your Zoom account, and a Zoom meeting link will automatically be included in the recurring calendar events that are generated by Uptick.
No need to create separate Zoom meeting links for your 1:1s! 👏
Not on the Standard Plan? The Account Owner can upgrade the organization's plan via the Billing page. See more about our plans at https://uptickapp.com/pricing.
Where to find the Zoom integration in your Uptick account
Once your account is on the Standard Plan, you will be able to access the Zoom integration in two places:
In the scheduling step of the 1:1 setup (when editing or creating a 1:1), Zoom will appear as an option to connect and use for the calendar event that Uptick generates.
Zoom will also appear as a connection on the Integrations page - you can link your account before setting up a 1:1. Or, if you connect your account via the 1:1 setup, the connection will show as confirmed here.
How to connect your Zoom account
From the 1:1 setup, click "Enable Zoom Integration".
(Or on the Integrations page, click "Connect".)
You will be redirected to a Zoom login screen, where you will sign in with your Zoom credentials.
Once you have signed into Zoom, you the page will automatically redirect you back to your 1:1 setup.
Note: depending on the settings of your Zoom account you may see a message asking you to "Pre-approve" the app. Clicking the "Pre-approve" button should allow you to proceed.
Click "Add Zoom Meeting" to include Zoom info in the calendar invitation generated by Uptick.
A green confirmation message will show:
And that's it! Once you click "Create 1:1", a calendar event will be generated and sent to both manager and team member, which will include a Zoom meeting link.
How to deauthorize or disconnect Zoom
From your Uptick account:
To remove the Zoom integration visit the Integrations page in your Uptick account and click "Manage". You'll see the option to disconnect appear. Click "Disconnect".
A confirmation window will appear:
Any existing 1:1s in Uptick that were using Zoom will automatically have an updated calendar event sent out, removing the Zoom meeting info.
From your Zoom account:
In your browser, navigate to the Zoom App Marketplace. In the upper right corner click "Sign In" to login with your Zoom account credentials.
The page will refresh once you have logged in. In the upper right corner click "Manage", and then click "Installed Apps":
You will see Uptick listed as an installed app. On the far right, click "Uninstall":
Any existing 1:1s in Uptick that were using Zoom will automatically have an updated calendar event sent out, removing the Zoom meeting info.
Questions? Send us a chat! We're here to help 🤝