How to set up interview automation with Zoom?

Autogenerate Zoom meeting links from your account for your interviews.

You've posted your job and have started getting applications. You like a few applicants and want to start interviewing them. With Cutshort, you can automate your interview scheduling process as well.

If your company uses Zoom as the go-to app for interviewing applicants, this article is for you.

With this integration, you will be able to

  1. Auto-generate Zoom meeting links when a candidate accepts the interview request and books a time.
  2. Setup an interview automation stage in the job pipeline. As you drop a candidate in this stage they will be sent a request to book an interview, and a Zoom meeting link will be auto-generated once the candidate books a time.

Connect Zoom from the Cutshort app

There are two ways of connecting your Zoom account with Cutshort,

Method 1: Connect Zoom from within a job as you set up a stage in the job pipeline

Go to the stage where you wish to set up Cutshort's Interview automation.

  1. Click on "Automation is off", and you'll be presented with a modal to setup stage automation
    Screenshot 2021-12-23 at 8.54.41 PM
  2. Choose "Setup Interview" from the dropdown
    Screenshot 2021-12-23 at 6.25.52 PM
  3. In the stage setup modal, click on "Zoom"
    Screenshot 2021-12-23 at 6.26.22 PM
  4. As you click on Zoom, you're redirected to Zoom's user authentication page in a new tab. Input your credentials to connect your Zoom account with Cutshort
    Screenshot 2021-12-23 at 6.29.34 PM
  5. Once done, you'll be able to see a successful connection in the stage setup modal. The connected account's email is visible next to the "Zoom" option. Fill in the rest of the stage details and click on Add Stage
    Screenshot 2021-12-23 at 6.31.21 PMo
  6. You have now successfully set up an interview automation stage with Zoom as the choice of video calling tool for interviews
    Screenshot 2021-12-23 at 6.33.38 PM

 

Method 2: You can directly connect your Zoom account by going to Settings > Integrations,

  1. In the integrations tab, click on "Review meeting preferences"
    Screenshot 2021-12-27 at 1.27.26 PM
  2. In the meeting preferences modal, navigate to the "Automatic meeting link generation" section and click on Zoom
    Screenshot 2021-12-23 at 3.55.36 PM
  3. As you click on Zoom, you'll be redirected to Zoom's user authentication page in a new tab. Input your credentials to connect your Zoom account with Cutshort
    Screenshot 2021-12-23 at 6.29.34 PM
  4. Once done, you'll be able to see a successful connection in the stage setup modal. The connected account's email is visible next to the "Zoom" option. Fill in the rest of the stage details and click on Add Stage
    Screenshot 2021-12-23 at 6.31.21 PMo
  5. Save your meeting preferences and start using Zoom as your preferred software to host interviews.

 

See the Zoom integration in action in the interview stage

Now that the interview stage is set and Zoom has been connected, all you need to do is drop an application in the stage.

In a few minutes, the automation will get triggered and the candidate will be sent a request to accept the invitation.

Once they accept the invitation, the Meeting link gets generated and is shown in the chat conversation.

As the meeting time is nearing, all the candidate and the recruiter has to do is click on the meeting link at the scheduled time to join the interview
Screenshot 2021-12-23 at 6.37.19 PMo

 

Disconnect the Zoom integration

To disconnect the integration, go to Settings > Integrations and click on Review meeting preferences.

Screenshot 2021-12-23 at 6.43.07 PMo

Then click on the "Disconnect" button next to Zoom

Screenshot 2021-12-23 at 6.31.21 PMo-1

Upcoming interviews scheduled with Zoom meeting links retain the Zoom meeting links after the integration is disabled, and the links remain valid for use. Users cannot add Zoom meeting links to interviews scheduled moving forward.