Note: The 'Manage Events' permission within Heartbeat is required to set up your Zoom integration. If you're having trouble setting up Zoom, it may be that your Community's Administrator has not given you access to event creation within Heartbeat. You can check these permissions by visiting Settings > Roles.
For any issues during the Installation, Usage, or Uninstallation process, please contact our support team at support@heartbeat.chat.
Install the Zoom Integration
From your HB account, visit Settings > Integrations
Toggle on the Zoom button.
You will be redirected to Zoom's website to login.
Once you have successfully logged into your Zoom account, you will be redirected back to Heartbeat
Your Zoom account should now be connected to your Heartbeat account
Check out this video to learn about integrating with Zoom:
Using the Integration
Event Creation
Requires Event Creation permission within Heartbeat.
With Heartbeat's Zoom integration, you can easily create events with an associated Zoom link and share them within your community. These events will also show up under your meetings in Zoom. In addition to one-off event, you can also create recurring events and private events (limiting invites to specific people).
To create events with Zoom links, simply navigate to the Events page within Heartbeat and click the "Create Event" button in the top right corner of your screen. There, you'll see a pop up where you can customize your event before publishing it with a zoom url.
Join Call Links for Community Members
Once you've created your first Zoom meeting, your community's members will be able to visit the link through Heartbeat's Events page. By clicking on an event, they'll be able to see all the event's information, including the zoom link for the given event (shown below).
Event Recordings & Attendance
Requires 'View Attendance' permission within Heartbeat to view Attendee minutes
After an event has completed, you'll be able to view the event recording link through Heartbeat's events page. Admins with specific permissions will also be able to view event attendance recorded through Zoom as shown below:
By clicking the Event Recording link, you'll be taken to Zoom's website where you can view the full event recording.
Event Attendees where the their time in the call was successfully tracked will show up in blue. Click the “Attendees” button view how long each attendee spent in the Zoom call (in minutes). Members that could not be tracked will show up at the bottom of the list with an email address.
Uninstallation
To uninstall Zoom, visit Settings>Integrations and scroll down until you see the Zoom section. You will see a Disconnect Zoom button (screenshot below). Click that button to permanently disconnect Heartbeat from your Zoom account.
Login to your Heartbeat Account
Visit Settings > Integrations
Scroll down until you see the Zoom section
Click the switch (shown below)
Your Heartbeat account should now be successfully disconnected from Zoom.
Troubleshooting
My events aren't appearing in Heartbeat after they're been created
Generally this is indicative of a faulty Zoom integration. To reset your Zoom connection, follow the steps above to uninstall and re-install Zoom. Afterwards, you should be able to create Zoom events normally. If the problem persists, please email us at support@heartbeat.chat.
I can't see Event Attendees for my Zoom events
The likely cause for this is that your community administrator has not turned on the 'View Attendees' permission for your Heartbeat Account. Reach out to your community lead to remedy this and you should be able to see event attendees by clicking on any past event.
I don't see my Zoom Recording in Heartbeat
If you're not seeing Zoom recordings for events in Heartbeat, make sure that you're recording your Zoom meetings properly. This a helpful video to reference: How to Record Zoom Meetings
Currently, Heartbeat only shows Zoom Recordings that have been stored in Zoom's cloud & does not have the ability to access locally recorded Zoom meetings.
To ensure Zoom meetings are recorded in the future, you can adjust your Zoom Account setting at zoom.us to ensure all calls are automatically recorded & saved to Zoom's cloud.