Zoom

Every Zoom meeting you host with a contact is automatically recorded as an activity in Capsule, giving your team a clear, up-to-date history of every call, reducing admin and ensuring no conversation is ever forgotten.

From the first discovery call right through to closing a deal, and beyond, keeping the outcomes of your meetings visible and connected to your customer records is essential.

The Zoom integration for Capsule CRM is a simple and powerful way to manage your meeting notes and outcomes without all of the manual effort. Track who you've spoken to, and log every interaction automatically, all from within your Capsule account.

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 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.

• Full transcript storage: Transcription files are saved under the Files tab on the contact record for easy reference.

• 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?

Automate the admin

Every Zoom meeting you host with a contact is automatically recorded as an activity in Capsule CRM.

Choose between syncing the AI Summary of your calls to see a full picture of the conversation and next actions, or automatically log that a meeting happened and its description. The full transcription file will also be stored under the Files tab on the contact record.

Win back that time you’d usually spend copy-pasting notes, and relieve your brain of mundane, manual admin. The Zoom connection’s got this covered.

Get up to speed, fast

With your meeting history sitting right alongside your contact records, notes, emails, and deals, you get a complete view of every customer interaction. You'll always know when you last spoke, what was discussed, and what the next step should be - giving you the context you need to have more informed and productive conversations.

This means your team always has a clear, up-to-date history of every call that's taken place.

No more endless scrolling to find old meeting notes, chasing teammates for context, or relying on that busy brain of yours to remember key details.