Zoom Integration

Per-Organization Zoom Integration for IDI Meetings

Version 1.0

Last Updated: February 2026

1. Overview

Converge now supports per-organization Zoom account connections for IDI (In-Depth Interview) meetings executed via the Zoom Meetings API.

This allows each organization to:

Host meetings under their own Zoom account
Use their own Zoom license(s)
Display their own Zoom user name as host
Run concurrent meetings without being limited by a shared service account

If your organization does not connect Zoom, Converge will automatically fall back to the default system Zoom account.

2. Why This Matters

Previously, all IDI meetings were created using a shared Converge Zoom service account. This meant:

The host appeared generically as “Host”
Only one concurrent meeting per Zoom license
Converge covered all Zoom licensing centrally

Now, organizations can optionally connect their own Zoom account.

Benefits

✅ Your brand and host name appear correctly
✅ Use your own Zoom license capacity
✅ Run simultaneous IDIs without conflicts
✅ Greater operational independence

This enhancement maintains Converge’s enterprise-grade security standards .

3. How to Connect Your Zoom Account

Step 1: Navigate to Integrations

Log in to Converge
Go to Account Settings
Select Integrations
Locate the Zoom Integration section

Step 2: Click “Connect Zoom”

Click the Connect Zoom button
You will be redirected to Zoom’s secure authorization page

Step 3: Authorize Access

Log into your Zoom account
Review requested permissions
Click Allow

Step 4: Confirmation

You will be redirected back to Converge.

The Integrations page will display:

Connected Zoom user name
Zoom email address
Connection status: Active

Your organization is now connected.

5. How Meetings Are Created After Connection

Head over to the "Sessions" tab and click "Create Session"

Add a title, select the "In-Depth Interviews" option and "Zoom App" option

Leave all other defaults and click "Create Session". You'll be directed to the agenda page where then you can schedule your interviewee and see the meeting get created. Click "Schedule Interviewes"

Then add a manual booking to see the meeting be created:

Once the booking is added, the meeting is created and you'll see it on your connected Zoom account

Back on the Converge Agenda side, when the time comes you are ready to start the zoom meeting.

After running the zoom meeting, head back to the Converge side. Click "Manage IDI"

Click the participant's name to open the side panel where you can see the recording and transcript of the zoom call. ***NOTE: It may take anywhere from 5-30 minutes to appear depending on the length of the call. To check again close and re-open the side panel.

To summarize technically:

When creating an IDI meeting using the Zoom Meetings option:

Converge checks if you have an active Zoom connection.

If connected:
- The meeting is created under your Zoom account.
- Your Zoom user name appears as the host.
- Your Zoom license is used.
  
  If not connected:
- Converge falls back to the system service account.

No changes are required to your IDI workflow.

6. Host Experience

When launching the meeting using the Zoom start URL:

The meeting will reflect your Zoom identity.
Your Zoom meeting settings (waiting rooms, branding, etc.) apply.
The meeting behaves like a standard Zoom-hosted meeting.

All recording, webhook processing, and transcript ingestion continue to flow into Converge automatically.

7. Concurrent Meetings

Each organization uses its own Zoom license.

This enables:

Multiple overlapping IDIs across different organizations
No cross-client scheduling conflicts
Independent meeting management

8. Token Security & Encryption

Converge securely manages Zoom OAuth tokens using:

AES-256-GCM encryption
Secure environment-managed encryption keys
Automatic token refresh
Redis-based refresh lock protection to prevent race conditions

Tokens are never exposed to end users.

All integration components operate within Converge’s SOC 2 Type II certified infrastructure .

9. Webhooks & Recording Handling

Meetings created under your Zoom account:

Send meeting and recording webhooks to Converge
Automatically associate with the correct session instance
Download recordings and transcripts securely
Maintain the same IDI reporting workflow

No additional setup is required after connecting Zoom.

10. Disconnecting Zoom

To disconnect:

Go to Account Settings → Integrations
Click Disconnect
Confirm

After disconnection:

Future IDIs will use the Converge fallback Zoom account
Existing meeting records remain intact
No historical data is deleted

11. Fallback Behavior

If:

A token expires unexpectedly
A Zoom connection is revoked
A refresh attempt fails

Converge will:

Mark the connection as expired
Gracefully fall back to the default Zoom service account for new meetings
Preserve previously scheduled meeting metadata

This ensures uninterrupted operations.

12. Required Zoom Scopes

The Zoom OAuth app requests the following permissions:

meeting:write:admin
user:read:admin
recording:read:admin

These permissions are required to:

Create meetings
Retrieve host information
Access recording files

13. Frequently Asked Questions

Q: Do I need a paid Zoom account?

Yes. You must have a Zoom account capable of hosting meetings.

Q: Can multiple users in my organization host?

The Zoom connection is tied to the authorized Zoom user. Meetings are created under that user unless you modify Zoom-side permissions.

Q: Does this affect large Converge live sessions?

No. This integration applies only to Zoom Meetings-based IDIs.

Q: What happens if my Zoom license runs out?

Meeting creation will fail until license capacity is restored.

14. Best Practices

Connect a dedicated Zoom host account rather than a personal account.
Ensure that the connected Zoom account has sufficient concurrent meeting capacity.
Periodically verify the connection status in Integrations.