1. What it does
Clients book a 30-minute discovery call on cdmarketing.com.mx. When a call is booked with a member of the CDMarketing team, the CDMarketing app creates a Zoom meeting in that person’s own Zoom account and the client receives the link by email. If the client moves or cancels the call, the meeting is updated or deleted.
The app is for the CDMarketing team. Each person connects it from a personal, signed link.
2. Adding the app
- Open your personal connect link (the CDMarketing team dashboard gives it: Llamadas → Conexiones).
- Under Zoom, click “Connect Zoom”.
- Sign in to Zoom if asked and click “Allow”.
- Back on the page you see “Connected” with your Zoom email.
- Optional: click “Test Zoom”. It creates a meeting for tomorrow, moves it one hour and deletes it.
If you added the app from the Zoom App Marketplace, open your connect link to finish: Zoom alone does not tell us which team member you are.
3. Usage
- A client books a call: a meeting is created in your Zoom (join before host on, no waiting room) and its link goes to the client and to the event on your Google Calendar.
- The client moves the call: the meeting gets the new time. If another team member takes it, the meeting is deleted from your Zoom and created in theirs.
- The client cancels: the meeting is deleted.
- When you connect, we read your Zoom user ID, account ID and email once, to show who is connected and to match Zoom’s removal notice.
A team member receives calls only when both Google Calendar and Zoom are connected.
4. Removing the app
In Zoom, go to App Marketplace → Manage → Added Apps, find CDMarketing and click Remove. Zoom notifies us and we delete your Zoom connection right away: the token, your Zoom user ID, account ID and email. From then on you receive no calls until you connect again. Meetings already created stay in your Zoom; you can delete them there.
5. Data we keep
- Your Zoom user ID, account ID and email.
- Your Zoom refresh token, encrypted (AES-GCM) in our own database on Cloudflare.
- The meeting ID and link of each booked call, with the booking.
We do not read recordings, chats, contacts or any other meeting. The full privacy notice is at cdmarketing.com.mx/privacy/.
6. Permissions (scopes)
- meeting:write:meeting — create the meeting when a call is booked.
- meeting:update:meeting — change its time when the client moves the call.
- meeting:delete:meeting — delete it when the call is cancelled or goes to another team member.
- user:read:user — read your Zoom user ID and email once, when you connect.
7. Troubleshooting
- “Zoom did not connect”: open your link again and click “Connect Zoom”. Links expire after 7 days; ask for a new one.
- “The test failed”: click “Connect Zoom” again.
- No calls are assigned to you: check that both Google Calendar and Zoom say “Connected”.
8. Support
Email info@cdmarketing.com.mx, Monday to Friday, 8:00–20:00 Mexico City time. We reply within one business day.