This page explains how to add, use and remove the FixDigital Zoom integration, which data the integration accesses, and what happens to that data after you disconnect.
Product: FixDigital CRM — https://app.fixdigitalcrm.com Vendor: FixDigital Support: support@fixdigital.co.il
FixDigital CRM is a sales and customer-management system used by sales, marketing and support teams. The Zoom integration lets a CRM user connect a personal Zoom account and schedule Zoom meetings directly from the CRM calendar or from a lead / contact card, without switching to the Zoom client.
When a CRM meeting is created with the meeting type Zoom, FixDigital creates the meeting on the connected Zoom account and stores the Zoom join link on the CRM meeting, so everyone who has access to that meeting in the CRM can open it.
The integration is per user: every CRM user connects their own Zoom account, and meetings are created on behalf of that user.
You need:
If the card still shows Not connected after you return, reload the page — the card re-checks the connection on load.
FixDigital creates the meeting on your Zoom account and attaches the Zoom join link to the CRM meeting. Open the meeting in the CRM to see and share the link. Recurring CRM meetings are created as recurring Zoom meetings; one-off meetings are created as scheduled Zoom meetings.
The Zoom card in Log settings always shows the current state: Not connected, or Connected with the Zoom profile name and email of the account in use. This is the fastest way to confirm that you connected the Zoom account you intended to use.
user:read:user
meeting:write:meeting
No other scope is requested. The integration uses no Zoom webhooks and no event subscriptions.
/oauth/token
/v2/users/me
/v2/users/me/meetings
The meeting title, date and time are the CRM's own meeting fields entered by the user; the title is passed to Zoom as the meeting topic. The Zoom meeting ID is not stored. No meeting content, recording, transcript, chat or participant list is accessed, stored, cached or logged.
Tokens are stored in the company's own database and are never shared between companies or with any third party.
The stored Zoom access and refresh tokens are deleted immediately. The Zoom option disappears from the meeting-type list, and no further meetings can be created on Zoom until you connect again.
You can also remove the authorization from Zoom's side:
The integrations block is not visible in the calendar settings. Your CRM user lacks the Connect external services permission. Ask your CRM administrator.
After clicking Connect I return to the CRM, but the card still shows "Not connected". Reload the page. If it still shows "Not connected", make sure the browser did not block the redirect or the third-party cookies for the Zoom domain, and try again.
The "Zoom" option does not appear in the meeting-type list. The option is shown only while Zoom is connected. Open the calendar settings and check the Zoom card; connect the account and reopen the meeting form.
Zoom shows "This app is not approved for use outside of your account". The Zoom account you signed in with is not allowed to use the app. Use a Zoom account of the account that installed the app, or ask your Zoom admin to approve the FixDigital app.
The Zoom card shows a different account than expected. Click Disconnect, then Connect again and sign in with the Zoom account you want to use.
A meeting was saved but no join link is attached. The Zoom API rejected the request — most often because the authorization expired or was removed on the Zoom side. Reconnect the Zoom account and create the meeting again.
Email: support@fixdigital.co.il Website: https://fixdigital.co.il
Include your CRM company name, the CRM user email and the approximate time of the problem so the support team can trace it.
