Integration Documentation

Elivio — Zoom Integration

Elivio is an educational CRM platform for tutoring and coaching organizations. This page covers how to add, use, and remove the Elivio Zoom integration from your Zoom account.

adding the app usage removing the app

Adding the App

Prerequisites

An active Elivio account (consultant or admin role)

A personal Zoom account

Steps

Navigate to Settings from the sidebar

Scroll to the Meeting Preferences section

Click the Zoom card — a configuration panel will expand

Under the Personal tab, click "Connect with Zoom"

You will be redirected to Zoom's OAuth authorization screen

You will be redirected back to Elivio Settings

The Zoom card will now show a "Connected" badge confirming the link is active

Troubleshooting

Redirected to a blank page or error after "Allow"

Ensure you are logged in to Elivio before starting the connection flow. Your session may have expired — log in again and retry.

"Connect with Zoom" button not visible

Your organization admin may have set up a shared organization Zoom account. In that case, a personal connection is not required.

Connection shows "Not connected" after authorizing

Refresh the Settings page. If the issue persists, disconnect and reconnect.

Usage

What the app does

Once connected, Elivio uses your personal Zoom account to automatically create Zoom meetings when you schedule a session with a student. You do not need to create meetings manually in Zoom.

Features

Feature	Description
Auto-create meetings	A Zoom meeting link is generated automatically when a session is scheduled
Auto-update meetings	If you reschedule or rename a session, the Zoom meeting is updated to match
Meeting details on session card	The join URL, host, and scheduled time are displayed directly on the session card

Scopes used

Scope	Why it is needed
user:read:user	To confirm your Zoom identity when connecting your account
meeting:write:meeting	To create a Zoom meeting on your behalf when a session is scheduled
meeting:update:meeting	To update the Zoom meeting if a session is rescheduled or renamed
meeting:read:meeting	To retrieve meeting details (join URL, host) after creation

Prerequisites for using Zoom meetings

Your personal Zoom account must be connected (see Adding the App above)

Zoom must be selected as your meeting platform in Settings → Meeting Preferences

If your organization admin has configured a shared organization Zoom account, that will take priority and no personal connection is needed

Removing the App

Disconnecting from Elivio

Navigate to Settings → Meeting Preferences

Click the Zoom card to expand the panel

Under the Personal tab, click "Disconnect"

Confirm in the dialog that appears

Result: Your OAuth token is immediately revoked at Zoom's end and your Zoom account is unlinked from Elivio.

What happens to your data

Your OAuth access and refresh tokens are permanently deleted from Elivio's database upon disconnection

Existing session records that already have a Zoom meeting link will retain the link for reference, but no new meetings will be created on your behalf

Revoking access does not delete any meetings already created in your Zoom account

Revoking from the Zoom App Marketplace

You can also revoke access directly from Zoom:

Go to https://marketplace.zoom.us/

Click your profile → Installed Apps

Find Elivio and click Remove

This will deauthorize the app — Elivio will immediately delete your OAuth tokens and confirm data deletion to Zoom's compliance endpoint.

Need Help?

For any questions or to request deletion of your data, contact us at:

naman.j@experimentlabs.in