The Zoom for SourceWhale app allows you to automatically generate Zoom meeting links when booking meetings through SourceWhale. Once connected, Zoom becomes available as a meeting provider AI–generated meetings.
This guide covers:
Adding the Zoom for SourceWhale App
Follow these steps to connect Zoom to your SourceWhale account.
Prerequisites
You must have a Zoom account.
You must be using SourceWhale’s Inbox Agent (available for Gmail and Outlook).
Connecting Zoom to SourceWhale
Open the SourceWhale Inbox Agent in Gmail or Outlook
In the Meeting Link Options section next to Zoom, click Connect
A small pop-up will appear asking you to sign in and approve the SourceWhale Zoom app
The window will close automatically, and Zoom will now be enabled as an option
Inbox Agent Settings - Gmail
Inbox Agent Settings - Outlook
Using the Zoom for SourceWhale App
In Inbox Agent, you can choose which video conferencing service SourceWhale should use when you schedule a meeting.
The available video conferencing link options are:
Google Meet - (default selected if your email provider is Gmail)
Microsoft Teams - (default selected if your email provider is Outlook)
Zoom - (available for both Google and Microsoft email providers)
AI drafts will automatically generate a meeting link with your chosen video conferencing platform.
In order for AI drafts to generate Zoom meeting links, you must follow the steps above to connect your Zoom account and ensure it is selected as your default meeting provider. If Zoom is not connected it will appear in the Inbox Agent as disabled.
Removing the Zoom for SourceWhale App
You can disconnect or remove the Zoom for SourceWhale app at any time.
How to Remove the App
Sign in to your Zoom account at zoom.us
Go to Settings > Apps > Installed Apps
Find Zoom for SourceWhale
Click Remove
Implications of Removing the App
When you remove the app:
SourceWhale will no longer be able to generate Zoom meetings for you
Any existing meetings you have already created remain untouched
Your authorization data associated with Zoom is removed from SourceWhale
You may reconnect Zoom at any time by repeating the steps in the “Adding the App” section
Troubleshooting Guide
Zoom option is disabled in the Inbox Agent
You may not have connected Zoom yet. Click Connect next to Zoom and follow the setup steps.
The pop-up Zoom authentication window didn’t appear
Your browser may be blocking pop-ups. Enable pop-ups for your email provider (Gmail or Outlook).
Zoom is connected but meetings aren’t being created
Ensure that:
Your Zoom email matches your SourceWhale email
Zoom is selected as your meeting provider
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬