Zoom Integration

How to set up and use the direct integration with Zoom to bring call times and durations into Produce8.

Table of Contents

1. About the Zoom Integration and "Time in Calls"
2. Setup: Adding the Zoom Integration to your account
3. Setup: Adding the Direct Integration (calls) to an existing Zoom app
4. Authorizing the Zoom Integration
5. Disabling the Zoom Integration
6. Using Zoom Call Data

About the Zoom Integration and "Time in Calls"

Zoom is part of a suite of Collaboration tools that you can integrate directly with in Produce8 to gain a deeper understanding of the amount of time you spend in calls, and meetings. 

The Produce8 Browser Extension and Desktop Extension allow you to connect to Zoom and follow the number and duration of your interactions/views of Zoom. The direct integration with Zoom provides two additional data points:

1. Time in Calls is the amount of time in hours and minutes that you spend on call events in the collaboration tools that Produce8 integrates with. This calculation will not show up on your dashboard if the total duration for all apps is less than 30 mins for a given day. This metric is based on your local timezone. 
2. Status - allows other members of a Shared Workspace to see your current status in Zoom.

Adding the Zoom Integration To Your Account

1. Navigate to the Apps settings page in your Produce8 account by clicking your sidebar menu button in the top left corner, and selecting Apps & Categories.
2. Click Add an App.
3. On the next screen use the search bar to find Zoom, then select it by clicking the checkbox and click Create 1 App.
   
4. Choose the Workspace(s) that you want Zoom activities to be displayed in, then click Add to Workspaces at the bottom of the page.
5. Success! Now that you've created the Zoom App, click Configure to complete the authorization flow to connect to your Zoom account. (Skip to the Authorizing the Zoom Integration section below.)

Adding the Direct Integration to an existing Zoom app

There are multiple ways to add the direct integration if Zoom has already been added to your account. 

1. Navigate to your Finish Your Setup tile at the bottom of your sidebar menu and select Connect Your Call Apps.
   1. Then find Zoom under Calling Data and select Get Connected.
      
2. Navigate to the Apps settings page in your Produce8 account by clicking your sidebar menu button in the top left corner, and selecting Apps & Categories.
   
   1. Find and click on Zoom in the list of apps.
   2. Click Get Connected next to Direct Data Sources.
      
3. Select Approve your Zoom Connection and follow the steps in the next section of this article.
   

Authorizing the Zoom Integration

1. When you Configure/Approve your Zoom connection, you will be redirected to the Zoom login page.  Add your Zoom login credentials and click Sign In.
2. On the confirmation screen, select the checkbox to Allow this app to use my shared access permissions and then click Allow.
   
3. If your Zoom Account has third-party app protection settings enabled. These settings restrict the authorization of external applications without prior approval from the account owner. If you encounter the below message, follow the steps below:
   
   1. Click on the Request Pre-approval button shown in the message above. 
   2. The company's Zoom account owner will receive an email notification about the app request. 
   3. The account owner can then proceed to approve Produce8 in the Zoom Marketplace. 
      
   4. Once the app is approved, along with everyone else in your Produce8 account, can retry the authorization process.
4.  Success! Click Close on the confirmation screen.
   
5. You will now see your Direct Integration Sources in the Zoom App under Direct Integration Sources.
   

Removing the Zoom Integration

In order to remove the Zoom Integration:

1. Navigate to the Apps settings page in your Produce8 account by clicking your sidebar menu button in the top left corner, and selecting Apps & Categories.
2. Find and click on Zoom in the list of apps.
3. Click the ellipses (...) to the right of Direct Data Sources and select Delete My Connection.
4. Select Yes, Delete My Connection on the confirmation screen.
5. Watch for the green Hooray! message for confirmation that you've successfully disconnected. This means that Produce8 can no longer receive your Zoom Call & Status data.

Using Zoom "Time In Calls" and "Status" Data

Time in Calls "Daily Insight"

With our collaboration app direct integrations (Zoom, Microsoft Teams, and Slack), we've introduced a metric, Time In Calls. Your time in Zoom calls will be included in the Time In Calls metric on your Produce8 Homepage.  

As with the other Personal Insights, you can use the date picker to view previous days and/or toggle between Daily and Weekly totals.

Trends Over Time

There are two ways to view you Zoom call patterns over time:

1. Click the Time In Calls tile on your Personal Insights dashboard on your homepage in the Produce8 web app.
2. You can also see your Zoom usage trends by selecting Zoom on your Tops Apps list. Use the dropdown on the right to toggle between Number of Calls, Total Time in Calls, and Avg Time Per Call.

Set a Goal for Time In Calls

You can set a Goal to target a maximum or minimum time in calls per day or week.  For more details on setting Goals, click here.

Zoom "Live Status"

"Live Status" allows members of a Shared Workspace to see when members of the Workspace are engaged in a Zoom call/meeting.