Manage integrations
You can manage your integrations in your workspace information section:
You'll know your account is connected when you see your email in the integrations window:
Exploring connections
Users can be prompted to Connect accounts upon attempting to add a new meeting.
Users can follow this process though by clicking on Connect accounts, which is also brings up a modal offering integrations for either:
Video conferencing
Calendar
Press Connect and follow the corresponding steps. We have outlined these below in more detail.
Video conferencing
iDeals Board integrates with the most popular video conferencing 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 from iDeals Board
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 Teams
Microsoft Teams is a workspace for real-time collaboration, virtual meetings, and more.
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 Teams 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 Teams, iDeals Board will allow you to add the Teams meeting link to all meetings you create.
Disconnect your Teams account from iDeals Board
If you no longer want to use Teams to run your virtual meetings, or you simply want to disconnect your account, it's easy to remove the Teams connection.
Open the modal offering integrations window
Select Disconnect to disconnect your Teams account
Calendar integration
Connect to Microsoft Outlook
Connecting to your Outlook calendar will help you track RSVP responses
1. In the modal offering integrations window, click the Connect button next to the Outlook icon.
2. Sign in to your Microsoft account.
3. You will be greeted with a confirmation toaster confirming the action.