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Zoom

The Zoom connection uses Zoom OAuth to pull meeting metadata, participants, summaries, and downloadable transcripts into FunnelStory for meeting conversations and account context.

What FunnelStory uses it for​

  • Meetings — Zoom meetings sync according to the product’s built-in meeting ingestion.
  • Meeting summaries — Zoom AI Companion summaries and next steps are attached to the meeting when available.
  • Meeting transcripts — Downloadable transcripts are stored in FunnelStory and associated with the meeting conversation.

Before you connect​

  • A Zoom account admin is required to authorize the integration.
  • In Zoom App Marketplace (or the app settings your organization uses), enable read-only access for Zoom users, meetings, meeting summaries, recordings, and transcripts. FunnelStory uses these permissions to ingest meeting data; it does not modify Zoom meetings or recordings.

Zoom App Marketplace — enable read-only app permissions

  • Under User Management (or equivalent admin UI), allow Users (View) (or the permission your integration checklist specifies).

Zoom admin — Users (View) permission

  • Under Zoom meeting settings, enable Meetings (Entire account) (or the current equivalent) so the authorized integration can read meetings for users in the account.

  • Enable Meeting summary with AI Companion if you want FunnelStory to import Zoom meeting summaries and next steps.

Zoom — Meeting summary with AI Companion

Zoom — Meetings (Entire account)

Add the connection in FunnelStory​

  1. Open Configuration → Connections → Add connection, then choose Zoom under application integrations.

  2. Complete the fields in the connection form:

Zoom connection form — name and ignore domains

FieldDescription
Connection nameDisplay name.
Ignore domainsOptional. Comma- or line-separated domains where internal chatter should be ignored.
  1. Click Connect to launch Zoom OAuth.

After you connect​

Once you’ve added the Zoom data connection, a Meeting Model will be automatically created for you.

FunnelStory refreshes the connection on its normal schedule. You can also run a manual sync from the connection when you want to fetch new meetings immediately.

Transcripts aren't always available right away after a meeting ends. If one isn't ready yet, it will appear on the meeting conversation once Zoom has finished processing it.