---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure Chat Zoom Connector

# Configure Chat Zoom Connector {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Install and set up the Chat Zoom Connector application to interact
with customers using Zoom meetings initiated from a chat.

## Before you begin

Role required: admin

## About this task

This task provides general steps to set up the Chat Zoom Connector
application for initiating Zoom meetings from a chat.

## Procedure

1. Integrate the Zoom account of your company with your ServiceNow instance using the Zoom spoke.  
   For more information, see [Set up the Zoom
   spoke](https://www.servicenow.com/docs/access?context=setup-zoom&version=xanadu&pubname=xanadu-integrate-applications&ft:locale=en-US).
2. Set up the Notify Zoom connector in Zoom for associating the Notify communication channel with Zoom meetings.  
   The conference call details of the Zoom meetings are stored in the Notify Conference Calls \[notify_conference_call\] table. For more information, see [Set up Notify Zoom
   connector](https://www.servicenow.com/docs/access?context=setup-notify-zoom-connector&version=xanadu&pubname=xanadu-servicenow-platform&ft:locale=en-US).
3. Install the Chat Zoom Connector application.  
   For more information, see [Install a ServiceNow
   Store application](https://www.servicenow.com/docs/access?context=t_InstallApplications&version=xanadu&pubname=xanadu-platform-administration&ft:locale=en-US).  
   Note:  
   The Chat Zoom Connector application installs the CSMZoomInteractionImpl script include, which is preconfigured for the Customer Service application. It also installs the sn_chat_zoom.ZoomInteractionExtPoint extension point, which enables the copying of any application-specific fields from the parent chat interaction record to the Zoom interaction record. For more information, see [Configure application-specific field values for Zoom interactions](https://servicenow-prod.fluidtopics.net/cG2xKbJoMFn1QfotZOmEOw "Use scripted extension points to enable the copying of application-specific field values to interaction records for Zoom meetings initiated from chats.").
4. Activate the Zoom quick action.  
   For more information, see [Activate the quick action for Zoom meetings](https://servicenow-prod.fluidtopics.net/~4WoiSsi53P7zuHyMYnz1Q "Activate the Zoom quick action to initiate Zoom meetings using the quick action from a chat.").
**Related concepts**   

* [Chat Zoom Connector](https://servicenow-prod.fluidtopics.net/jwcT6U0m07Tk0Bcw4suw3g "Resolve issues quickly and engage better with customers with video and screen sharing options in Zoom using the ServiceNow Chat Zoom Connector application.")
* [Using Chat Zoom Connector](https://servicenow-prod.fluidtopics.net/2wHtc6noMyTZYFnXtftgWQ "Initiate a Zoom meeting directly from a chat by using the Chat Zoom Connector application.")