Connect Kallix to Zoom.
Phone calls that end in a Zoom meeting.
Kallix and Zoom share
- The slot is booked on the call
- The Zoom link on the invite
- Confirmation after the call
- Where Kallix stops
Connects through Zapier or Make
What Kallix and Zoom do together.
- The slot is booked on the call
- The agent offers free times from Google Calendar or Calendly and books the one the customer picks.
- The Zoom link on the invite
- Zapier or Make creates a Zoom meeting for the booking and adds the join link to the calendar event. If your booking tool already adds Zoom links, it does this for you.
- Confirmation after the call
- A WhatsApp follow-up confirms the date and time as soon as the call ends.
- Where Kallix stops
- Kallix agents work on phone calls. They don't join or speak in Zoom meetings.
Jobs it helps with.
- Appointment bookingBook demos, consultations and counselling sessions over Zoom from a phone call.Use case
- Lead qualificationQualify an enquiry on the call, then book the qualified ones into a Zoom slot with sales.Use case
- Outbound salesOutbound calls that find real interest end with a Zoom meeting in a rep's calendar.Use case
Connect Zoom. In 4 steps.
- 1
Connect your calendar
Give the agent Google Calendar or Calendly, so it can see free slots and book them.
- 2
Add the Zoom step
In Zapier or Make, start from the new calendar event, or from Kallix's webhook for a booked call, and add a step that creates a Zoom meeting.
- 3
Put the link on the invite
Update the calendar event with the Zoom join link, so the customer and your rep both have it.
- 4
Test a booking
Book a slot on a test call to your own number and check that the invite carries the link.
Building something custom? Read about webhooks and the REST API.
Questions, answered.
More on the FAQ page, or write to us.
No. Kallix agents make and answer phone calls. Zoom is where your team meets the customer after the agent has booked the time.
No. The Zoom link comes from a Zapier or Make step, or from a booking tool that adds Zoom links by itself, such as a Calendly event type with Zoom as its location.
The WhatsApp follow-up confirms the date and time. The join link travels with the calendar invite, which your Zapier or Make step updates.
Put the choice in the script. The agent asks which the customer prefers and saves it as a field, and your Zapier or Make step creates a Zoom meeting only when they pick it.
More in Productivity.
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