Video Conferencing

Zoom Integration

Connect Zoom to PreSales.io to automatically import recordings, generate transcriptions, and create AI-powered proposals from your sales calls.

Zoom API Docs

Watch the Setup Guide

Follow along with our step-by-step video tutorial to connect Zoom in under 5 minutes.

Video Tutorial

Zoom Integration Setup Guide

Before You Begin

Requirements

  • Active PreSales.io Pro or Enterprise account
  • Zoom Pro, Business, or Enterprise account
  • Cloud recording enabled in Zoom

Estimated Time

5-7 minutes

for complete setup

Setup Instructions

  • Log in to your PreSales.io account
  • Click on Settings in the left sidebar
  • Select Integrations from the menu
  • Find Zoom in the Video Conferencing section
  • Click the "Connect" button

Integration Features

Auto Recording Import

Automatically import Zoom cloud recordings into PreSales.io for analysis.

AI Transcription

Get accurate transcriptions with speaker identification and timestamps.

Proposal Generation

Automatically generate proposal drafts from call transcripts using AI.

Secure Processing

All recordings are processed with enterprise-grade encryption and security.

Troubleshooting

Recordings not importing

Ensure cloud recording is enabled in your Zoom settings. Check that recordings are set to save to the cloud, not local. Verify the PreSales.io app has recording permissions in Zoom.

Transcription quality is poor

Audio quality significantly affects transcription accuracy. Ensure participants use good microphones and minimize background noise. Check that the correct language is selected for transcription.

Meetings not syncing

Verify that meeting sync is enabled in your integration settings. Check that the meeting organizer has connected their Zoom account. Ensure the meeting type matches your sync filters.

Speaker identification incorrect

Speaker identification works best when participants use their Zoom display names. Train the AI by correcting speaker names in transcripts - it learns from your corrections.

Frequently Asked Questions

Ready to Connect Zoom?

Start importing and transcribing your Zoom calls in minutes.