Manage integrations
You can manage your integrations in your workspace information section:
To access and manage your integrations to Zoom, Microsoft, or Google, follow these steps within the Ideals Board interface:
Navigate to the bottom-left corner of the screen and click on your name.
Select Connections from the menu options.
Once the Connections window opens, locate the specific software you wish to integrate and click Connect.
You'll know your account is connected when you see your email in the integrations window:
Connecting when creating a new meeting
Users will be prompted to Connect accounts upon attempting to add a new meeting, if no integrations are connected.
Users can follow this process though by clicking on Connect accounts, which is also brings up the modal offering integrations.
Press Connect accounts and follow the corresponding steps. We have outlined these below in more detail.
Connecting your tools
Ideals Board integrates with the most popular tools to make your meetings run as smoothly as possible, wherever you are in the world. You can:
Connect to Zoom
Zoom is a popular video conferencing platform that allows people to hold virtual meetings and communicate via video link. Zoom provides tools for text messaging, file sharing, and collaboration, making it useful for work meetings and training.
It's easy to set up a Zoom connection in Ideals Board when you create a meeting.
Don't have a Zoom account? Sign up for free.
Set up your Zoom connection
In the modal offering integrations window, click the Connect button next to the Zoom icon.
The Zoom Sign in page is displayed. Enter your email address and password then select Sign in. Or, you can sign in with SSO, Apple, Google or Facebook.
The Zoom Authorization page is displayed. Read this page carefully.
If you're happy to continue, at the bottom of the page, select Allow this app to use my shared access permissions, then select Allow. (If you don't want to allow Ideals Board to use your shared access permissions, select Decline.
Once you have successfully logged into Zoom and established a connection, Ideals Board will allow you to add the Zoom meeting link to all meetings you create. You will have full access to all Zoom features.
Find out more about allowing apps access to shared access permissions in Zoom. If you're having trouble signing in, read the Zoom troubleshooting guide.
Disconnect your Zoom account
If you no longer want to use Zoom to run your virtual meetings, or you simply want to disconnect your account, it's easy to remove the Zoom connection.
Open the modal offering integrations window
Select Disconnect to disconnect your Zoom account
Having issues?
If you can't sign in to Zoom, check the Zoom troubleshooting guide.
If the problem persists, email support@idealsboard.com.
Connect to Microsoft
Microsoft is a workspace for real-time collaboration, virtual meetings, and calendar management.
For virtual or hybrid meetings, it's easy to set up a Microsoft Teams call when you create a meeting.
In the modal offering integrations window, click the Connect button next to the Microsoft icon.
The Microsoft Sign in page is displayed. Enter your Microsoft email address then select Next. Follow the steps to sign in.
Once you have successfully logged into Microsoft, Ideals Board will allow you to add the Teams meeting link to all meetings you create.
Connecting to your Microsoft account will will help you track RSVP responses through your Outlook calendar
Disconnect your Microsoft account
If you no longer want to use Microsoft to run your virtual meetings, or you simply want to disconnect your account, it's easy to remove the Microsoft connection.
Open the modal offering integrations window
Select Disconnect to disconnect your Microsoft account
Connect to Google Calendar
In the modal offering integrations window, click the Connect button next to the Google Calendar icon.
Sign in to your Google account.
You will be greeted with a confirmation toaster confirming the action.
Once connected, new meetings (draft or published) scheduled for the future will appear in your calendar with full details, participants, and RSVP tracking.
How syncing works
Changes to meeting details or participants will update your calendar and reset RSVPs.
Removing a meeting from your calendar won’t delete it from the Board.
Deleting a meeting on the Board won’t cancel the calendar integration—only the event from your calendar.
Limitations
Only future meetings sync.
Meetings published before integration was enabled won’t sync automatically—you’ll need to manually add them using Add to Outlook/Google from the meeting’s edit page.
You can check which calendar account is linked by hovering over the ‘i’ icon in the meeting view.