Zoom integration in ClickUp

The Zoom integration in ClickUp lets you start, join, and track Zoom meetings directly from tasks so your team can collaborate without switching tools.

This how-to guide walks you through setup, permissions, and everyday workflows so you can manage video meetings from your work hub efficiently.

Requirements to use Zoom with ClickUp

Before you connect Zoom to ClickUp, make sure you meet these basic requirements:

A Zoom account with permission to install apps
A ClickUp Workspace where you have at least member-level access
Admin approval in Zoom if your organization restricts apps

Check with your IT or workspace admin if you are unsure about permissions in either Zoom or ClickUp.

How to connect Zoom to ClickUp

Integrating Zoom with ClickUp is done from the task view when you first try to start a meeting. Follow these steps to connect your accounts securely.

Authorize Zoom integration from a ClickUp task

Open any task in your ClickUp Workspace.
Locate the Zoom or video meeting option in the task header or task action area.
Click the Zoom icon or button to start a new meeting.
When prompted, select the option to connect your Zoom account.
You are redirected to Zoom’s authorization page. Review the requested permissions.
Click Authorize to allow Zoom to integrate with ClickUp.
After authorization, you are redirected back to the task where a new Zoom meeting is created.

Once this is complete, your Zoom account is linked to your ClickUp profile, and you can quickly start or join meetings from tasks.

Starting a Zoom meeting from a ClickUp task

After the integration is connected, you can launch Zoom meetings from tasks linked to your work.

Steps to start a meeting in ClickUp

Open the task where you want to host a discussion.
Click the Zoom icon or meeting option inside the task.
Select Start Meeting (or similar command) to create a Zoom meeting.
A unique Zoom meeting link is generated and added to the task.
Other assignees or watchers can click the link to join the meeting.

The Zoom link typically appears as a clickable URL within the task details, comments, or a designated meeting section, depending on your current ClickUp layout.

Inviting teammates from ClickUp

Once the meeting link is attached to the task, teammates can access it easily:

Task assignees open the task and click the Zoom link to join.
Watchers or guests with access to the task can also join with the same link.
You can copy the Zoom link from the task and share it in chat, email, or calendar invites.

This keeps the conversation centered around the work item in ClickUp and reduces confusion over which meeting belongs to which task.

Managing Zoom recordings in ClickUp

Depending on your Zoom configuration, meetings that you host from ClickUp may be recorded and stored in Zoom’s cloud or local storage. The integration helps you reference these meetings from tasks.

Accessing Zoom recordings linked to ClickUp tasks

Typical ways recordings are associated with tasks include:

A Zoom cloud recording link posted as a task comment.
A link added to the task description or a custom field.
Manual attachment of recording files to the task after the meeting.

To keep work organized, add notes or action items to the task immediately after the Zoom call so that ClickUp holds both the recording link and the outcomes of the discussion.

Managing Zoom integration settings in ClickUp

You may want to adjust how Zoom works with your workspace, especially if multiple team members are connecting their Zoom accounts in ClickUp.

Workspace-level controls

Workspace owners and admins usually manage integrations from the workspace or settings area.

Open your Workspace settings in ClickUp.
Navigate to the Integrations or Apps section.
Locate the Zoom integration.
Review what is enabled for members, guests, and admins.

Options may include enabling or disabling the integration, controlling who can connect, and reviewing connected accounts.

User-level Zoom connection in ClickUp

Each user can control their own Zoom connection.

Go to your personal profile or settings in ClickUp.
Find the section for connected apps or integrations.
Confirm that Zoom is connected to your profile.
Disconnect and reconnect if you encounter authorization issues.

If you change Zoom accounts, repeat the connection process from a task to sync the new account with ClickUp.

How to disconnect Zoom from ClickUp

If you no longer need the integration, you can remove Zoom access either from ClickUp or from your Zoom account settings.

Disconnect from within ClickUp

Open your user settings in ClickUp.
Go to the connected apps or integrations section.
Find Zoom in the list of connected services.
Click Disconnect or Remove.
Confirm that you want to revoke Zoom access.

After this, tasks will no longer show options to start meetings using your Zoom connection.

Revoke Zoom access from the Zoom side

Sign in to your Zoom account in a browser.
Open the App Marketplace.
Navigate to Manage > Installed Apps.
Locate the ClickUp integration in the list.
Select Remove or Uninstall and confirm.

This fully revokes access so that Zoom can no longer communicate with your ClickUp Workspace until reauthorized.

Troubleshooting Zoom integration with ClickUp

If the Zoom button is missing or meetings do not start as expected, check these common issues.

Common connection problems

Authorization expired: Reconnect Zoom from your ClickUp user settings.
Workspace restrictions: An admin may have disabled the integration. Ask a workspace owner to review settings.
Zoom admin controls: Your Zoom administrator may block installing new apps. Request approval for the ClickUp app.
Browser pop-up blockers: Pop-up blocking can interfere with the authorization flow. Temporarily disable blockers during setup.

Where to find official integration details

For the latest supported features and any changes to installation steps, always review the official Zoom integration article provided by ClickUp support: Zoom integration documentation.

Best practices for using Zoom with ClickUp

To get the most value from the integration, align your meeting habits with your task management process.

Create or open a task in ClickUp for every planned Zoom call with clear objectives.
Start the meeting from the relevant task so the Zoom link stays attached to that work item.
Add agenda items to the task description before the call.
Capture decisions, next steps, and owners as comments or subtasks during or after the meeting.
Attach or link to Zoom recordings where appropriate for easy reference and onboarding.

This approach ensures that ClickUp remains the single source of truth for work context, while Zoom handles real-time communication.

Learn more about optimizing ClickUp workflows

Beyond the Zoom integration, you can streamline work management, automation, and reporting in your workspace. For more guidance and implementation support, explore expert resources such as Consultevo’s ClickUp consulting and optimization services.

By connecting Zoom with ClickUp and following the setup and management steps in this guide, you can keep conversations, decisions, and documentation together in one organized, collaborative platform.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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