Your Zoom meetings, documented automatically inside Capsule.
This integration is available for Zoom Meetings only. Zoom Phone is not currently supported.
What does the Zoom Integration do?
The Zoom integration lets you automatically turn your Zoom meetings into organized Capsule updates. Meeting summaries, next steps and transcripts are synced directly to the right contact record for each attendee, so you have the full conversation history without having to manually take any notes.
A summary will be stored against meeting participants only if the participants already exist as Capsule Contacts.
This integration works with Zoom AI Companion, available on supported paid plans.
How to set up the Zoom Integration
To set up the integration, you will need to be an Administrator in Zoom and Capsule.
A Zoom account can only be linked to one Capsule account at a time. If you want to connect the same Zoom account to a different Capsule account, you must disable the original integration first.
To enable the integration:
- Go to Account Settings > Integrations
- Click on the Zoom tile
- Click the Enable Integration button
- Select Connect to Zoom and enter the login details for your Zoom account. When asked, choose Allow to give Capsule the necessary permissions to Zoom.
5. Choose your sync settings as below
- Yes, sync summaries and transcripts: This will log the Zoom activity, including both the summary and downloadable transcript.
- No, don't sync summaries and transcripts: This will only log the Zoom activity with the main details of the event, including name/description/list of attendees, as well as the date and time. The summary and transcript will not be stored.
6. Once you are happy with your selection, click Choose which users to sync.
7. When you first enable the integration, it attempts to match Capsule users to Zoom users by email address. If this isn't successful, you can match them up manually:
- Under the User Sync Permissions heading, choose Add User next to their name
- Use the "Zoom User" drop-down to select the Zoom user
- Choose Add User
Your Capsule users will need to have the AI Companion feature enabled in Zoom for the integration to work. These Zoom licenses are assigned on a per user basis.
8. Once you have matched your chosen users, the integration is up and running. Learn more about User Sync Permissions.
User Sync Permissions
After enabling the integration, the meeting summary sync is determined by the Zoom meeting host. If the meeting host has sync enabled, then the meeting details will be synced regardless of any other participants' settings.
If you add new users in the future to either place (or need to match them to a different Zoom email), this is done in Account Settings > Integrations > Zoom > Settings tab > User Sync Permissions area.
If you choose the remove user action, new meeting summaries for that user will no longer be logged, but any of their existing summaries will remain in Capsule.
How to disable the Zoom Integration
- Go to Account Settings > Integrations
- Next to the Zoom Integration, choose Manage
- Click Disable Integration and confirm.
Once the integration has been disabled, new meeting summaries will no longer be added, but any existing summaries will remain in Capsule.