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You can schedule a Zoom meeting directly from Outlook, either the desktop client or the web app. Here are the steps. Beyond cooking up a Zoom meeting from the Zoom app or website, you can sometimes more easily and conveniently set it up directly from Microsoft Outlook. Scheduling a meeting from Outlook can save time as the meeting invitation is automatically generated in an email.
You can set up a meeting with either the Outlook client version or the web app. To create a meeting using the client version of Outlook, you must be running Exchange on the backend. You first need to install the Zoom add-in for Outlook. To do this for your own account, open Outlook and click the icon or menu for Add-ins. In the Search Add-Ins field, type zoom.
From the search results, click the Add button for Zoom for Outlook. Click Continue to install the Zoom add-in. The add-in will now appear when you attempt to schedule a meeting Figure A. Select Settings and then go to Add-Ins. At the pane to Deploy a new add-in, click Next. Then click the button to Choose from the Store Figure C.
In the Search field, type zoom. In the first section for Assign users, determine whether you want to install the add-in for everyone, just for specific users or groups, or just for yourself. In the second section, decide on the deployment method. When done, click the Deploy button Figure E.
You can then close the Office Admin portal. Note that it could take up to 12 hours for the add-in to be deployed to your users depending on the size of your organization. But it should appear more quickly than that. First, browse to the Zoom for Outlook download page at the Microsoft app store. Click the button to Get it now Figure F. Sign in with the account you use for Outlook on the web.
Continue from there, and the Outlook web app will open. When done, close the Zoom windows in Outlook. To set up a Zoom meeting in the Outlook desktop client, click the icon for New Items and select Meetings. At the Meeting invitation, click the toolbar icon for Add a Zoom Meeting. Sign in with your Zoom account.
Notice that the email is automatically populated with the link, ID, password, and other details for your meeting. Fill out the remaining details and then send the invitation Figure H.
To set up your meeting in the Outlook web app, click the Calendar icon at the bottom of the left pane. Click the button for New Event. At the invitation window, click the link for More options. Then at the full invitation window, click the Zoom icon at the top and select Add a Zoom Meeting. Add the necessary details and send the invitation Figure I. Be your company’s Microsoft insider by reading these Windows and Office tips, tricks, and cheat sheets.
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Figure E You can then close the Office Admin portal. Figure F Sign in with the account you use for Outlook on the web. Figure H To set up your meeting in the Outlook web app, click the Calendar icon at the bottom of the left pane.
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How to link zoom to microsoft outlook – how to link zoom to microsoft outlook:
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Video courses designed to help you become a better Zapier user. Learn about automation anytime, anywhere with our on-demand webinar library. Zapier lets you send info between Zoom and Microsoft Outlook automatically—no code required. Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work. You can’t add more hours to the day. Zapier is the next best thing.
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Search apps…. When this happens Send emails from Microsoft Outlook with new Zoom recordings. Try it. Zoom, Microsoft Outlook.
When this happens Step 1: New Recording. Then do this Step 2: Send Email. See Zap details Try it. Send Microsoft Outlook emails for new Zoom meetings. When this happens Step 1: New Meeting. Sign up with Google. Sign up with Facebook. Sign up with Microsoft. Work Email Required. Supported triggers and actions What does this mean? New Meeting Triggers when a new Meeting or Webinar is created. New Meeting Registrant Triggers when a new registrant is added to a meeting.
New Registrant Triggers when a new registrant is added to a Webinar. Create Meeting Creates a new Zoom Meeting. Create Meeting Registrant Creates a new meeting registrant.
Create Webinar Registrant Creates a new webinar registrant. Calendar Event Start Triggers at a specified time before an event in your calendar starts. Load more. Step 1: Authenticate Zoom and Microsoft Outlook. Step 2: Pick one of the apps as a trigger, which will kick off your automation. Step 3: Choose a resulting action from the other app. Step 4: Select the data you want to send from one app to the other.
More time to work on other things. Connect apps. Zoom Tutorials. Joey Blanco August 18, min read. Microsoft Outlook Tutorials. Create a new note in Evernote when an Outlook meeting is scheduled A clear agenda helps a meeting run smoothly, but remembering to create one can be a pain. Happily, you can automate the process, automatically creating a note in Evernote every time a calendar appointment is created in Outlook.
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Similar apps. Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services. Related categories Email Microsoft. Get started for free You can’t add more hours to the day.
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