CRM
Zoom Marketplace review

UNITIX Soft CRM Zoom Integration — Reviewer Test Plan

A production test plan for reviewing Zoom OAuth authorization, booking-page meeting creation, CRM visibility, reauthorization, and deauthorization in UNITIX Soft CRM.

Last updated: 6 August 2026
Superseded reviewer plan

This older Production walkthrough is retained only for existing links and is not the current reviewer plan. For the current Marketplace review, use the UNITIX Soft CRM Zoom Scope Update — Reviewer Test Plan, which reflects the four granular scopes now implemented.

1. Application Overview

UNITIX Soft CRM is a sales CRM and meeting scheduling platform. The Zoom integration allows authenticated CRM users to connect their personal Zoom account and automatically create Zoom meetings for bookings made through their public booking pages.

Each Zoom connection belongs to one CRM user. UNITIX Soft CRM stores and uses that user's authorization separately; connecting Zoom for one user does not connect it for other workspace users.

2. Test Environment

Application URL
https://crm.unitix.pro
Login URL
https://crm.unitix.pro/
Documentation URL
https://crm.unitix.pro/docs
Environment
Production
OAuth application
Production Zoom Client ID
Test account email
TEST_ACCOUNT_EMAIL
Test account password
Provided privately in the Zoom review credentials section

No password, Client Secret, access token, refresh token, or full Client ID is published on this page.

3. Prerequisites

  • A Zoom account that can authorize Marketplace applications.
  • Access to the UNITIX Soft CRM reviewer test account.
  • Browser pop-ups and redirects must be allowed.
  • The reviewer must use the Production authorization flow.
  • The test account must have access to Bookings, Booking Settings, Calendar, and Zoom integration settings.

4. Zoom OAuth Scopes

The current application uses exactly four user-level Zoom OAuth scopes. Scopes are configured in Zoom Marketplace; UNITIX Soft CRM does not add or broaden scopes in the authorization URL.

ScopeWhy it is required
meeting:write:meetingCreate a meeting owned by the authorized user.
meeting:update:meetingUpdate the same meeting after schedule changes.
meeting:delete:meetingDelete the corresponding meeting after cancellation.
user:read:userRead the basic profile and show which Zoom account is connected.

UNITIX Soft CRM does not request account-admin, recording, webinar, chat, or contact scopes.

5. Authorization Test

  1. Open the UNITIX Soft CRM login page.
  2. Sign in with the reviewer test account.
  3. Open Bookings.
  4. Open Settings or Integrations.
  5. Locate the Zoom integration.
  6. If Zoom is already connected, disconnect it first and confirm that it shows Disconnected.
  7. Click Connect.
  8. Confirm that the browser opens the Zoom Production OAuth authorization page.
  9. Sign in to a Zoom account.
  10. Review the requested permissions.
  11. Click Allow.
  12. Confirm that Zoom redirects to https://crm.unitix.pro/api/zoom/callback.
  13. Confirm that UNITIX Soft CRM displays Zoom as Connected.
  14. Confirm that the connected Zoom email is displayed.
Expected Result

Production OAuth completes successfully, the callback returns to crm.unitix.pro, and the connected personal Zoom account and email appear in Booking Settings.

6. Create a Zoom Booking Page

  1. Open Bookings.
  2. Select Create booking page.
  3. Enter Zoom Review Meeting as the test title.
  4. Select a duration, for example 30 minutes.
  5. Select Zoom as the meeting provider.
  6. Confirm that the booking page is active.
  7. Save the page.
  8. Copy or open its public booking URL.
Expected Result

The booking page is created, is publicly available, and Zoom is saved as its meeting provider.

7. Complete the Guest Booking Flow

  1. Open the public booking page in an incognito or private browser window.
  2. Select an available date.
  3. Select a time.
  4. Enter dummy guest information.
  5. Submit the booking.
  6. Confirm that the booking confirmation page appears.
  7. Confirm that the Zoom join action or meeting details are displayed.
  8. Return to UNITIX Soft CRM and confirm that the booking appears.
Safe dummy dataName: Zoom Marketplace ReviewerEmail: use an inbox controlled by the reviewer, such as zoom-reviewer@example.com only when no invitation delivery test is requiredPhone: leave blank unless the page requires it; then use a reserved fictional number

Do not enter real customer or employee personal data during review.

8. Verify Zoom Meeting Creation

  1. Open the booking record or CRM Calendar.
  2. Open the meeting details.
  3. Confirm that the provider is Zoom.
  4. Confirm that a Zoom join link or meeting identifier exists.
  5. Click Join Meeting.
  6. Confirm that the Zoom meeting page opens.
  7. Optionally verify the meeting inside the connected Zoom account.
Expected Result

One Zoom meeting is created for the booking and its details are linked to the CRM booking record. Repeated submission of the same occupied slot does not create a second confirmed booking.

9. Calendar and CRM Functionality

  1. Open Calendar and navigate to the booked date.
  2. Confirm that the booking is visible with its scheduled time and meeting status.
  3. Open the item to view meeting details and the Zoom provider.
  4. Use Join Meeting to open the Zoom join URL.
  5. If the booking is linked to a lead, use the lead action to open that CRM record.
  6. If the calendar item is linked to a task, use the task action to open that task.
  7. Try submitting the already occupied slot again and confirm that availability is rechecked and a duplicate confirmed booking is prevented.
  8. Confirm that times are displayed in the active user or booking timezone and that unavailable periods are excluded from the public page.

Lead and task actions appear only when the corresponding record is linked. Public booking availability combines the booking page schedule, duration, buffers, limits, existing bookings, timezone, and connected calendar conflicts when calendar sync is enabled.

10. Error and Reauthorization Flow

  1. Disconnect Zoom in Booking Settings.
  2. Open or create a booking page configured with Zoom.
  3. Submit a test booking while the owner remains disconnected.
  4. Confirm the actual behavior: the CRM booking can remain recorded, but Zoom meeting creation is skipped and no new Zoom join link is generated.
  5. Reconnect Zoom through the Production authorization flow.
  6. Create another test booking and confirm that a Zoom meeting and join link are created again.

If authorization expires, UNITIX Soft CRM first attempts to refresh it. If Zoom has revoked the grant or refresh fails, reconnect the integration from Booking Settings and repeat the booking test.

11. Disconnect and Remove the App

Disconnect in UNITIX Soft CRM

  1. Open Bookings → Settings or Integrations.
  2. Locate Zoom.
  3. Click Disconnect.
  4. Confirm the action.
  5. Confirm that the UI changes to Disconnected.
  6. Confirm that new Zoom meetings are no longer created.

Remove in Zoom Marketplace

  1. Sign in to Zoom App Marketplace.
  2. Open Manage → Added Apps.
  3. Select UNITIX Soft CRM.
  4. Click Remove.
  5. Confirm removal.

12. Data Handling After Deauthorization

  • UNITIX Soft CRM revokes the Zoom grant before deleting the local encrypted OAuth connection; a temporary failure preserves the connection for retry.
  • A verified Zoom Marketplace app_deauthorized notification removes only the matching user's local Zoom authorization.
  • No new Zoom meetings are created while disconnected or deauthorized.
  • Existing Zoom meetings and CRM business records are not automatically deleted solely by disconnecting.
  • Users can request additional deletion at support@unitixsoft.pro.

Do not send passwords, OAuth tokens, Client Secrets, host start URLs, ZAK values, or meeting passcodes.

13. Expected Test Results

  • Zoom OAuth authorization completes successfully.
  • The Production Client ID is used.
  • The callback returns to crm.unitix.pro.
  • Zoom status changes to Connected.
  • A booking page can use Zoom as provider.
  • A guest can submit a booking.
  • One Zoom meeting is created.
  • Meeting details are visible in CRM.
  • The user can join the meeting.
  • Disconnecting Zoom stops new meeting creation.

14. Troubleshooting for Reviewers

Login fails
Confirm the privately supplied reviewer email and password, then retry at the exact Login URL above. Contact support if the account is locked.
OAuth page does not open
Allow redirects and pop-ups, disable blocking extensions for this test, and click Connect again.
Redirect URI mismatch
Confirm the flow uses the Production app and the callback is exactly https://crm.unitix.pro/api/zoom/callback.
Zoom status remains disconnected
Return to Booking Settings, retry Connect, and ensure Allow was completed in Zoom. Capture the displayed error without including tokens.
Meeting link is missing
Confirm the page provider is Zoom, the page owner has Zoom connected, and the selected slot was successfully confirmed.
No available time slots
Review the page's active status, timezone, working hours, duration, buffers, booking limits, and existing busy periods.
Authorization is revoked
Reconnect Zoom in Booking Settings and authorize the Production app again before creating another booking.

15. Support

For reviewer assistance, email support@unitixsoft.pro. Include the test step, approximate time and timezone, and the visible error, but never include credentials or tokens.

Documentation: https://crm.unitix.pro/docs