Zoom Integration

How to integrate Zoom to your IdealTraits account so you can virtually meet with your candidates.

Jazmyne Behnke avatar
Written by Jazmyne Behnke
Updated this week

This article will show you how to integrate Zoom. Use the links below to learn more about the Zoom integration in IdealTraits:

Streamline your hiring process and meet with your candidates virtually through the new Zoom integration. You can schedule meetings with one person, or a group of people. Schedule interviews for right away or for a later date. Keep tabs on candidates you are going to meet with, or have already met and view recorded meetings right from your IdealTraits account.

Check out this short video or the step-by-step instructions below to connect your Zoom account and send interview invites.

How to Connect My Account to Zoom

If you have a Zoom Pro account or higher, IdealTraits now allows you to integrate Zoom meetings into the platform so you can quickly schedule video meetings with your candidates. Here's how you can get it!

  1. Click on the Settings icon and select the Marketplace tab

  2. Select Interviewing from the Categories menu on the left side of the page.

  3. Select Connect under the Zoom logo

3. Click Pre-Approve and Authorize Access to IdealTraits to connect your Zoom account.

  1. Once everything goes through successfully you will see that it now says Disconnect under the logo.

If you don't have a Zoom Pro account but are willing to get one in order to have the Zoom integration, then your steps will look a little different.

  1. Click on Upgrade under the Zoom logo

  2. Follow the pop up to sign into your free Zoom account

  3. In IdealTraits you will get a pop up, click Sign Up

  4. You will be directed to the Zoom Plans and Pricing page

  5. Select the Zoom Pro option and follow the prompts

  6. Refresh your IdealTraits account and select Upgrade once more on the Zoom Add On Card.

Suggest a Partner

Know of a company that IdealTraits should consider partnering with? We'd love to hear about them. Find the Suggest a Partner block in your marketplace to tell us more.

If you have any additional questions regarding this tutorial please feel free to reach out, we are here to help.

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