Ditch the dreaded admin that follows every call: just connect Zoom and Capsule to pull in your call summaries, transcripts, and more, logging them directly on the attendee’s Contact record. Less admin, more context, and a lighter mental load, too.
Zoom syncs every call straight to Capsule: the summary, the full transcript, and any follow-up tasks it's picked up along the way. Match it to an existing contact, and the whole conversation logs to their record within seconds of hanging up, ready for you, your team, or Capsule's AI tools to pick up right where you left off.
What does the Zoom connection do?
Connecting Zoom with Capsule CRM takes the arduous admin off your plate, freeing up your time and enabling straightforward visibility to you and your team. Here’s how:
- Automatic activity logging: Meetings are synced to the relevant contact record in Capsule CRM as soon as they end.
- AI Summary sync: Choose to log Zoom's AI-generated call summary, capturing the full picture of the conversation and next actions.
- A quick way to add any other call attendees as contacts, right from the same activity, if they're not already in your Capsule CRM account.
- Suggested Tasks: You’ll find these in the ‘Next Steps’ tab. Zoom identifies next steps from your calls and adds them to your activity as optional new Tasks. Just click ‘Add Task’, and it’s added to your to-do list.
- Complete customer context: Meeting history sits alongside contact records, notes, emails, and deals, so you always know when you last spoke and what was discussed.
What are the benefits of connecting Zoom and Capsule CRM?
Connecting Zoom with Capsule CRM takes the arduous admin off your plate, freeing up your time and enabling straightforward visibility to you and your team.
- Greater visibility: Every call's summary and transcript logs to the Contact record, so the story of a relationship is there in full, whether you held the meeting yesterday or a colleague called three months ago.
- Move over, manual admin: Zoom syncs the summary and transcript for you, and even suggests follow-up tasks you can add with a single click.
- A lighter mental load: No more scribbling away, trying to hold onto every detail from a call. Breeze into your next task instead.
- Sharper AI, automatically: Already using AI Summaries or AI Meeting Prep? Every synced call feeds them too, for better catch-ups and pre-call briefings.
- Cover for each other, easily: Out sick or handing off a lead? Whoever picks up the contact gets the full story, no chasing required.
Our top tips:
- Turn on Auto Start. Set Zoom's AI Companion to Auto Start on your meetings, and you’ll sync your call summaries, transcripts, and suggested tasks without a hassle.
- Add your Contact before the call. To enable the integration to match and log the call to the right Contact, make sure they’re set up as a record in your Capsule account before you fire off meeting invites. Don’t worry if you don’t have other attendees logged; you can add them from the activity after the call.
Frequently Asked Questions
You can connect your Zoom account from the Integrations area of your Capsule Account Settings. Once authorised, the integration is ready to use straight away. To use the integration, you will need to have the AI Companion feature enabled in Zoom.
The Zoom integration is available on all paid Capsule plans.
No, it is only possible to connect Zoom to one Capsule CRM account at a time. Attempting to connect Zoom to multiple accounts will result in a broken connection, and meetings will not be synced.
Once the integration is in place, all future Zoom calls with your Capsule contacts will be synced. The integration will not sync any historical meetings.
No, the integration will only store meetings with existing Capsule contacts, using their email address to make a match. Internal calls will also not be stored.
No, internal calls will not be stored.
Capsule CRM matches attendees to existing Capsule Contacts using their email address. For this to work, your external attendee needs to be invited to the Zoom meeting via email and logged in to their own Zoom account at the time of the call.
No. The integration works with Zoom Meetings only. To sync summaries, transcripts, contacts, and suggested tasks, calls need to take place through Zoom Meetings rather than Zoom Phone.