Skip to main content

Zoom

The Zoom connection uses Zoom OAuth to pull meeting metadata and related data into FunnelStory for meetings on accounts and timeline-style views.

What FunnelStory uses it for​

  • Meetings — Zoom meetings sync according to the product’s built-in meeting ingestion.

Before you connect​

  • A Zoom account admin is required to authorize the integration.
  • In Zoom App Marketplace (or app settings your org uses), enable the permissions FunnelStory needs—for example read access for meetings and related features your workspace uses.

Zoom App Marketplace — enable read/write app permissions

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

Zoom admin — Users (View) permission

  • Enable Meeting summary with AI Companion and Meetings (Entire account) (or current equivalents) if your integration requires them.

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.