PaceLedger is an internal appointment and sales-pace tracking tool used by advisors, managers, and administrators within our organization. This page describes how its Zoom integration works.
When someone logs a new appointment in PaceLedger, if they've connected their Zoom account, PaceLedger automatically creates a real, unique Zoom meeting for that specific appointment via Zoom's API — matching the appointment's date, time, and time zone — and attaches the resulting join link directly to it. No manual scheduling or link-copying is required.
Advisors can also choose to have the meeting created under a presenting manager's connected Zoom account instead of their own, for appointments where a manager is doing the presenting.
Click Disconnect next to your Zoom connection status at any time. This immediately removes your stored access token from our database. You can also revoke access directly from your Zoom account's "Connected Apps" settings, which PaceLedger detects and responds to automatically.
PaceLedger requests exactly one Zoom scope: meeting:write:meeting,
used solely to create meetings on the connecting person's behalf when they
log an appointment. No other Zoom data is read, stored, or accessed.
See our support page or privacy policy for more.