Your Zoom meetings, documented automatically inside Capsule.
What does the Zoom Integration do?
The Zoom integration lets you automatically turn your Zoom meetings into organized Capsule updates. Call 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.
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.
- Go to Account Settings > Integrations
- Click on the Zoom tile
- Choose the option to Enable Integration
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.
Linking your Capsule and Zoom Users
Your Capsule users will need to have the AI Companion enabled in Zoom for the integration to work.
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.