Levitate + Zoom Integration

Levitate's Zoom integration adds a unique Zoom meeting link to every meeting your contacts book through Levitate's scheduling feature — no manual copy-pasting of a static link. When a contact picks a time, Levitate creates a dedicated Zoom meeting on your account and includes the join link in the calendar invite and confirmation. Reschedules update the same meeting, and cancellations are handled automatically. With the optional permissions, Levitate can also summarize your recorded Zoom meetings, and, where enabled for your account, send and receive text messages from your own Zoom Phone number.

Before you begin

You'll need:

• A Levitate account with the Meeting Scheduler enabled.
• A Zoom account that you can sign in to and authorize.

To text through your Zoom Phone number (see Texting from your Zoom Phone number), you'll also need:

• A Zoom Phone license, with a phone number assigned to you that has SMS turned on. Your Zoom administrator manages this in Zoom.
• Your Zoom administrator's policy must allow third-party apps to send and receive SMS.
• Zoom Phone texting enabled on your Levitate account. Ask your Success Specialist to turn it on.

Adding the app (connecting your Zoom account)

1. In Levitate, open your Settings page at secure.levitate.ai/#/settings and find the Zoom section.
2. Click Connect Zoom.
3. You'll be taken to Zoom's sign-in and authorization screen. Review the requested permissions and click Allow.
4. You'll be returned to Levitate, and the Zoom card will show Connected along with the email of the Zoom account you linked.

You can also connect directly from the Schedule a Meeting page — click Connect Zoom on the Zoom banner at the top.

You only need to connect once. The connection applies to your own Levitate user — each team member who wants Zoom links connects their own Zoom account.

If you want to text through your Zoom Phone number, connect from the Texting page instead (see Texting from your Zoom Phone number). That connection asks for the texting permissions as well as the scheduling ones, so one connection covers both. If you already connected for scheduling, you'll be asked to approve just the extra permissions.

Using the app (adding Zoom links to your meetings)

1. Create or edit a meeting type in your Levitate scheduler.
2. Under Meeting Location, choose Virtual, check Generate a unique meeting link, and select Zoom.
3. Save the meeting type.

That's it. From now on, when a contact books that meeting type:

• Levitate creates a unique Zoom meeting on your connected Zoom account.
• The Zoom join link is included in the booking confirmation and the calendar invite sent to you and the attendee.
• If the meeting is rescheduled, the same Zoom meeting is updated — the join link stays the same.

On your public booking page, the meeting shows the unique-link location so invitees know the Zoom link will be provided when they book:

Note: You must have your Zoom account connected (see Adding the app) before you can select Zoom as the link provider. If you haven't connected yet, Levitate will prompt you to do so.

Summarizing a meeting (AI meeting summaries)

If you grant the optional recording & transcript permissions when connecting (see Permissions Levitate requests), Levitate can summarize a recorded Zoom meeting you held with a contact — and link you back to the source recording so you can review or share it.

This capability is available two ways:

• Levitate's AI assistant — the in-app assistant inside Levitate.
• Levitate's MCP server — for users who connect Levitate to an MCP-compatible AI client; the zoom_summarize_meeting tool provides the same capability.

How to use it (AI assistant)

1. Open Levitate's AI assistant.
2. Ask it to summarize a meeting with a contact, e.g. "Summarize my last Zoom call with Jane Doe" or "Recap the Zoom meeting I had with this contact yesterday."
3. The assistant returns a summary plus a link to the source Zoom recording, and can save the summary as a note on the contact if you'd like.

How to use it (MCP server)

From your connected MCP client, invoke the Summarize a Zoom Meeting tool (zoom_summarize_meeting) with the contact. It returns the meeting summary and the recording link, drawn from the same per-user Zoom connection.

How Levitate finds the right transcript

• If the meeting was booked through Levitate with a unique Zoom link, Levitate pulls that exact meeting's transcript.
• If the calendar event used a generic or personal Zoom link, Levitate uses your recorded meeting closest in time to the calendar event (within 15 minutes).

Requirements: the meeting must have been recorded to the Zoom cloud with a transcript, and you must have granted the recording/transcript permissions. Levitate only reads your own recordings. If you connected for scheduling only (and declined those permissions), reconnect and approve them to enable summaries.

Texting from your Zoom Phone number

Where it's enabled for your account, you can text contacts from Levitate using your own Zoom Phone number instead of a Levitate number. Texts you send from Levitate go out through Zoom, so they're archived under your firm's Zoom compliance settings. Levitate's texting registration steps don't apply to a Zoom number, because the number is registered through Zoom.

Setting it up

1. Open Texting in the left navigation and click Use my Zoom Phone number. If you already have a Levitate texting number, or already connected Zoom for scheduling, go to Settings, then Texting instead.
2. Click Connect Zoom for texting. If Zoom is already connected for scheduling, the button says Enable texting through Zoom. Zoom asks you to approve the texting permissions; click Allow.
3. Next to the Zoom Phone number you want to text from, click Use this number. Only numbers assigned to you in Zoom with SMS turned on are listed.

What to expect

• Texts you send from Levitate appear in your Zoom app, and replies appear in both Levitate and Zoom.
• Texts you send from the Zoom desktop or mobile app show up in the matching Levitate conversation shortly after, so the two stay in sync.
• Automated texts, such as automation steps and meeting reminders, also send from your Zoom number.
• Texts are limited to 500 characters, including any opt-out footer. Attachments can be JPG, PNG, GIF, or PDF, up to 2 MB per text.
• Group texts aren't available on a Zoom number.
• Calls to the number ring in Zoom, so call forwarding is managed in Zoom rather than in Levitate.

Stopping texting through Zoom

Go to Settings, then Texting and click Stop texting through Zoom. Your conversation history stays in Levitate and the number stays in Zoom. You can reconnect the same number later and your history comes back with it.

Removing the app (disconnecting Zoom)

You can disconnect at any time, using either method:

From within Levitate

1. Open your Settings page at secure.levitate.ai/#/settings and find the Zoom section.
2. On the Zoom card, click Disconnect.

From Zoom

1. Sign in to the Zoom App Marketplace.
2. Go to Manage → Added Apps (or search for the app).
3. Find Levitate and click Remove.

What happens when you disconnect or remove the app: Levitate deletes the stored authorization (OAuth token) for your Zoom account. Existing calendar invites keep their already-generated links, but new bookings will no longer create Zoom links until you reconnect. If you were texting through a Zoom Phone number, that stops too. Your existing conversations remain in Levitate.

Permissions Levitate requests

When you connect, Zoom asks you to authorize the following. Levitate only acts on your own Zoom account.

Your data and privacy

• Levitate stores your Zoom authorization (OAuth tokens) encrypted, and never exposes them in your browser.
• Your tokens and connection are deleted when you disconnect in Levitate or remove the app from Zoom.
• Text messages sent or received through your Zoom Phone number are stored in your Levitate account alongside your other texting history, encrypted, and are never shared with third parties.
• For full details, see Levitate's Privacy Policy and Terms of Service.

FAQs

Q: Do I need a paid Zoom Scheduler subscription to use Zoom with Levitate's scheduling feature?

A: No. Levitate's Zoom integration works with a standard Zoom account — the paid Zoom Scheduler add-on (a separate Zoom product for managing team scheduling inside Zoom) is not required. You only need a Zoom account you can sign in to and authorize. If you're unsure whether your Zoom plan supports the integration, reach out to your Success Specialist.

Q: Can I use my Zoom Phone number for texting in Levitate?

A: Yes, where it's enabled for your account. You'll need a Zoom Phone license with an SMS-enabled number assigned to you. See Texting from your Zoom Phone number. If you don't see the option, ask your Success Specialist.

Q: I connected Zoom for scheduling. Do I have to reconnect for texting?

A: No. Go to Texting or Settings, then Texting, and click Enable texting through Zoom. Zoom asks you to approve just the extra texting permissions, and your scheduling connection is unchanged.

Need help?

Contact Levitate support via our Contact page.