Zoom Integration

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. 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.

How to set up the Zoom Integration

To set up the integration, you will need to be an Administrator in Zoom and Capsule.

To enable the integration:

1. Go to Account Settings > Integrations
2. Click on the Zoom tile
3. Click the Enable Integration button
4. 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. Use the Save Settings button to complete setup. The integration is now enabled.

User Sync Permissions

After enabling the integration, the integration 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.

The initial user sync

When you first enable the integration, it attempts to match Capsule users to Zoom users by email address. If this isn't successful (or you add new users in the future to either place), you can link them up manually.

To manually link users:

1. Go to Account Settings > Integrations
2. Next to the Zoom tile, choose Manage
3. Select the Settings tab
4. Under the User Sync Permissions heading, click on the Capsule user you want to link to Zoom
5. Use the "Zoom User" drop-down to select the Zoom user
6. Choose Link User

If you choose to Unlink a user at a later date, 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

1. Go to Account Settings > Integrations
2. Next to the Zoom Integration, choose Manage
3. Click Disable Integration and confirm.