Areti Core for Zoom — Integration Guide

This guide explains what the Areti Core Zoom integration does, how to install and connect it, how to use it day to day, and how to remove it.

What the integration does

Areti Core is a customer relationship and sales management platform. The Zoom integration automates the video-meeting part of every sales appointment:

Automatic meeting creation — when a sales rep books an appointment in Areti Core and selects Zoom as the video provider, Areti creates a scheduled Zoom meeting in the connected account, and attaches the join link to the appointment and to the confirmation email that goes out to the lead.
Reschedule sync — if the appointment is moved to a different time, Areti updates the Zoom meeting in place, so the original join link remains valid.
Cancellation cleanup — if the appointment is cancelled or deleted, Areti removes the Zoom meeting so the connected Zoom account doesn't accumulate orphan meetings.

No meeting content, recordings, participant data, or chat messages are ever accessed.

Before you start

You will need:

A working Zoom account (free or paid — both are supported, but some meeting features such as waiting rooms depend on your Zoom plan).
An Areti Core workspace where you are an administrator. Only administrators can connect a Zoom account on behalf of the workspace.
Zoom meetings enabled in your Areti Core appointment configuration. If you do not see "Zoom" as a video provider when booking an appointment, an administrator first needs to enable it in the admin console.

Installing the app

There are two ways to add Areti Core to Zoom:

Option A — from the Areti admin interface (recommended)

Sign in to Areti Core at https://reticor.io as an administrator.
Open the Admin console (gear icon in the top navigation).
Go to Termine → Video-Provider (Appointments → Video provider).
Click Zoom verbinden (Connect Zoom).
A Zoom consent window opens. Sign in to Zoom if prompted, review the requested permissions, and click Allow.
The popup closes and your Areti admin screen shows the connected Zoom account, including the email address and display name of the connected user.

Option B — from the Zoom App Marketplace install link

Open the install link for Areti Core shared by your ARETI contact.
Click Install or Allow.
Zoom redirects you to Areti Core. Sign in to your workspace.
Areti shows a confirmation that your Zoom account is connected.

After installation is complete, the integration is ready to use for the entire Areti workspace — all sales reps who book appointments will have the Zoom option available.

Using the integration day to day

Booking a new appointment with Zoom

Open a lead or contact in Areti Core.
Click Termin buchen (Book appointment).
Pick a date, time, and appointment type.
Select Zoom as the video provider.
Save the appointment.

Areti creates a Zoom meeting in the connected account and attaches the join link to the appointment. If you have email confirmations configured, the lead automatically receives a confirmation with the Zoom link.

Rescheduling an appointment

Open the appointment in Areti.
Change the start time, duration, or both.
Save.

Areti updates the Zoom meeting in place using the same meeting ID. The join link does not change.

Cancelling or deleting an appointment

Open the appointment in Areti.
Click Termin löschen (Delete appointment) or mark it as cancelled.

Areti deletes the corresponding Zoom meeting so it no longer appears in your Zoom account.

Joining the meeting

When the meeting starts, open the appointment in Areti Core and click the Zoom link, or simply use the link from the confirmation email. The host starts the meeting from their own Zoom client as usual — Areti does not join meetings itself.

Permissions we request

The integration requests exactly the following Zoom scopes, no more and no less:

Scope	Used for
`user:read:user`	Read the connecting user's basic profile once during connection, to associate the Zoom account with the correct Areti workspace
`meeting:write:meeting`	Create a scheduled Zoom meeting when a user books an appointment in Areti
`meeting:update:meeting`	Update the start time and duration of a Zoom meeting when the associated appointment is rescheduled
`meeting:delete:meeting`	Delete the Zoom meeting when the associated appointment is cancelled or deleted

We do not request scopes for reading meeting content, recordings, participants, chat, user lists, billing, phone, webinars, or any other Zoom feature.

Data we store

When you connect Zoom, Areti stores the following data server-side in its EU-hosted Supabase database:

OAuth access token and refresh token (encrypted at rest, never exposed to the browser)
Your Zoom user ID, Zoom email address, and display name
For each meeting that Areti creates on your behalf: meeting ID, join URL, start URL, and meeting password

We do not store meeting recordings, transcripts, participant lists, chat messages, or any other meeting content.

See the Privacy Policy for full details on data processing, retention, and your rights under the GDPR.

Disconnecting the integration

There are two ways to disconnect.

From Areti Core

Sign in to Areti Core as an administrator.
Open Admin console → Termine → Video-Provider.
Click Zoom trennen (Disconnect Zoom) next to the connected account.
Confirm.

Areti immediately deletes the stored OAuth tokens and the Zoom user identity. Existing meeting links on past or future appointments are not deleted, because the meetings themselves still live in your Zoom account — you can delete them manually in Zoom if you wish.

From Zoom

Sign in to https://zoom.us.
Go to Advanced → App Marketplace → Manage → Installed Apps.
Find Areti Core and click Remove.
Confirm.

Zoom notifies Areti through the Deauthorization Notification endpoint, and Areti deletes the stored OAuth tokens and user identity within seconds. The removal applies to every Areti workspace that was connected with the same Zoom user.

Troubleshooting

"Zoom meeting could not be created"

The most common cause is an expired or revoked OAuth token, usually because the Zoom account password was changed or the app was removed from Zoom. Fix: disconnect Zoom in the Areti admin console and connect again.

"Zoom link is missing from the appointment"

Check that:

The appointment actually has "Zoom" selected as the video provider (not Google Meet or another option).
A Zoom account is currently connected in the admin console.
The appointment was created after the Zoom account was connected.

If all three are correct, contact support at support@areti.de.

"The rescheduled meeting still shows the old time in Zoom"

Zoom caches meeting details in its own interface for a short period. Refresh the Zoom desktop client or the Zoom web dashboard and the update should appear. If the time is still wrong after 5 minutes, contact support.

"I removed the app in Zoom but Areti still shows connected"

The Deauthorization Notification endpoint is asynchronous. In very rare cases it can take up to a few minutes for Areti to reflect the removal. If it takes longer than 10 minutes, disconnect manually from the Areti admin console.

Support

If you hit a problem not covered here, email us at support@areti.de. Include your workspace name, the appointment ID or lead ID, and the exact time the issue occurred — this makes it much easier for us to help you.

About ARETI

Areti Core is built by ARETI GmbH, a German software company. The Zoom integration is maintained by the Areti core team.

Company: ARETI GmbH Address: Saarstraße 7, 80797 München, Germany Commercial register: Amtsgericht München, HRB 248858 Website: https://reticor.io Support: support@areti.de