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