Zoom for Kalleo

• A meeting per booking. When a guest books a call with a salesperson whose location is Zoom, Kalleo creates a scheduled meeting in that salesperson’s Zoom account, at the booked time and for the booked duration.
• The link where it’s needed. The join link is in the confirmation email sent to the guest, in the calendar file attached to it, in the salesperson’s Google Calendar event (when Google Calendar is connected), and in the reminders that include the video link.
• Cancelled means deleted. When the booking is cancelled — by the guest, by the team or through the Kalleo API — Kalleo deletes the Zoom meeting. Zoom sends no email about it: Kalleo notifies the guest and the salesperson itself.

Kalleo never reads your other meetings, your recordings, your chats or your contacts.

• A Kalleo workspace: automatic meeting links (Google Meet and Zoom) are included in every plan.
• A Zoom account, on any Zoom plan, for each salesperson who hosts calls.
• Each salesperson connects their own Zoom account. An admin cannot connect it for them: meetings are created in the account of the person who hosts them.

1. Sign in to Kombineo at v3.kombineo.com, from a computer.
2. Open Calendrier (Calendar) in the sidebar, then the Disponibilités (Availability) tab.
3. On the Zoom card, click Connecter (Connect).
4. Zoom asks you to sign in, then shows the permissions Kalleo requests. Click Allow.
5. You are back on the Disponibilités tab. The Zoom card says Connecté (Connected) and shows the email of your Zoom account.

From the Zoom App Marketplace. On Kalleo’s listing, click Visit Site to Add: it opens the Disponibilités tab (sign in first if asked). Then follow steps 3 to 5 above. Kalleo is now part of Kombineo; create your account on kombineo.com.

Connecting again — with the same or another Zoom account — replaces the previous connection.

1. In a booking form, open a calendar’s Équipe (Team) tab.
2. Set the Lieu (Location) of a salesperson to Zoom. The location is set per salesperson and per calendar.
3. Publish the form.

From then on, each booking assigned to that salesperson creates a Zoom meeting with:

• the title Form name — Guest name, the booked start time and duration;
• an agenda that starts with Réf. Kalleo and the booking ID, so Kalleo can find the meeting again;
• your own Zoom meeting settings (passcode, waiting room, and so on): Kalleo does not change them.

If a salesperson on Zoom has not connected their Zoom account, their bookings are still confirmed, without a link — and the Team tab shows a red dot next to their location.

From Kalleo. Open the Disponibilités tab, then on the Zoom card click Délier (Disconnect) and confirm. Kalleo revokes its access at Zoom and deletes your Zoom tokens and account details.

From Zoom. Sign in to the Zoom App Marketplace, open Manage → Added Apps, find Kalleo and click Remove. Zoom notifies Kalleo, which deletes your Zoom tokens and account details.

After removal:

• new bookings whose location is Zoom are confirmed without a meeting link;
• meetings already created stay in your Zoom account — delete them in Zoom if you no longer need them. Links already sent keep working until you do;
• to stop offering Zoom altogether, change the salesperson’s location in the Team tab.

Kalleo requests four permissions, each for one task:

What Kalleo stores:

• your Zoom access and refresh tokens, encrypted (AES-256-GCM) before they reach the database, with a key kept outside it;
• your Zoom user ID, account ID and email;
• for each meeting it creates: the meeting ID and join link, attached to the booking.

When you disconnect or remove the app, your tokens, user ID, account ID and email are deleted immediately. The meeting ID and link stay attached to past bookings, as part of your workspace’s booking history, and follow its retention rules. Data is stored in the European Union (Paris).

The guest’s name appears in the meeting title, which Zoom shows to participants. Kalleo sends Zoom nothing else about the guest. Details in the privacy policy, the data processing agreement and the terms of service.

• The Zoom card says « Accès révoqué » (Access revoked). Zoom refused Kalleo’s access — the app was removed in Zoom, or the connection expired. Click Reconnecter (Reconnect).
• A booking went out without a Zoom link. Check that the salesperson has connected Zoom and that their location is Zoom on that calendar. If Zoom is briefly unavailable, Kalleo retries for a few minutes before confirming without the link.
• More than 100 bookings in a day for one salesperson. Zoom limits each user to 100 meetings created per day; bookings beyond that are confirmed without a link.

Write to support@kalleo.io — Monday to Friday, 9 am to 6 pm Paris time, except public holidays, first response within one business day. More on the support page.