Connect your Zoom account to Close to work with Zoom meetings and to use Close Notetaker on Zoom calls. Zoom Cloud Recordings linked to synced calendar events will also be pulled into Close. If the synced Meeting has an associated Zoom link in the event details, we will pull in its recording on the Lead Page.
Zoom + Close helps with:
Zoom meetings in Close: When your calendar is synced, upcoming meetings can appear in Close so you can see meeting details and join quickly.
Close Notetaker for Zoom meetings: If you want Close Notetaker to join, record, and generate notes for Zoom meetings, you will need to connect Zoom.
Note: For Google Meet and Microsoft Teams meetings, calendar sync is typically all that’s required for Notetaker. Zoom requires an additional Zoom connection.
Setup
Step 1: (If needed) Enable Close Notetaker
Head to Settings > Notetaker to enable the Notetaker with Zoom.
In many organizations, only an admin (or someone with billing permissions) can enable it. If you do not have access to enable it, ask an organization admin to enable Close Notetaker.
Step 2: Sync your calendar
Calendar syncing is what allows upcoming meetings to show up on your leads. If your calendar is not synced, Close may not be able to detect your upcoming meetings. Head to Settings > Accounts & Apps and click into your email account to sync your calendar.
Step 3: Connect your Zoom account
Under Settings > Accounts & Apps, select Zoom when adding a new account.
Requirements for using Close for Zoom
In order to pull your Zoom Cloud Recordings into Close, you will need:
A connected Google Calendar or Microsoft 365 Outlook account and working Meetings Sync.
A paid Zoom plan with Cloud Recordings enabled (local recordings will not work).
Only authenticated users can view cloud recordings is toggled off in your Zoom settings.
Your meeting recordings are not password protected.
Your meeting contains at least two participants/attendees - one is the lead email address, and another is your Zoom Connected Account email address.
Your meeting has a Zoom URL in the title, description, note, or Zoom conference link is directly embedded using Google Calendar Zoom Meeting Add-On
Your Zoom meeting started up to 15 minutes early or anytime before the scheduled end time of your calendar event.
If you previously connected Zoom before using Close Notetaker, you may be prompted to reconnect Zoom so Close can request additional permissions needed for Notetaker.
Once your calendar is synced and Zoom is connected:
When a Zoom meeting appears in Close, you can choose whether to have Notetaker join.
Depending on your settings, Notetaker can be configured to automatically join eligible meetings.
If Notetaker did not join, or was removed from a meeting, you can typically re-send Notetaker from the meeting in Close.
Meeting Reminders
Once a meeting is confirmed, you will also see upcoming Meeting reminders in Close, located at the top of the page in the Meeting Reminder bar. This is a notification that appears at the top of your Close screen about 5 minutes before your meeting starts, regardless of the page you are on. If you click into this Reminder, you will see a link to the Meeting, allowing you to join right from Close.
Troubleshooting
Zoom permissions (and reconnecting Zoom)
Zoom can require additional permissions for Close Notetaker features (for example, joining Zoom meetings reliably). If your Zoom connection was created before those permissions were required, you may be prompted to reconnect Zoom.
Try this first:
Disconnect Zoom in Close (if available).
Reconnect Zoom and accept the permissions prompt.
Refresh Close and try again.
Meetings are not showing up in Close
If Zoom meetings are not appearing in Close:
Confirm your calendar is synced.
Confirm the meeting exists on the calendar you synced.
Wait a few minutes and refresh, since calendar syncing can take a short time to update.
It takes two to meet:
Only recordings with at least two participants (you and one guest) will be synced to Close. A recording with just you, the host, isn’t considered a Meeting by Zoom.
Notetaker won’t join a Zoom meeting
Common causes and fixes:
Zoom is not connected: Connect Zoom in Close, then try again.
Zoom needs updated permissions: Reconnect Zoom and accept the updated permissions.
Waiting room / meeting restrictions: The host’s Zoom settings may require admitting participants from the waiting room, or may restrict which accounts can join.
“I connected Zoom, but Notetaker still can’t join”
Double-check that you connected the correct Zoom account (the one used to host or join your meetings).
Reconnect Zoom to check all required permissions were granted.
FAQ
Do I need Zoom connected if I only use Google Meet or Microsoft Teams?
Not usually. For Meet and Teams, calendar sync is generally sufficient for Notetaker.
Do I need calendar sync if I already connected Zoom?
If you want meetings to show up in Close automatically, you will generally need calendar sync. Zoom connection alone may not be enough to surface upcoming meetings in Close.
Availability of Cloud Recordings
Depending on your default Zoom settings, most Cloud Recordings are deleted after 30 days. Close itself does not store your Zoom data, and will reflect any auto-delete settings you have in Zoom.