Zoom

Bring in your recorded demos with the best CRM integration for Zoom

Do you use Zoom to conduct demos, or run meetings? Now, you can supercharge your sales process and pull recordings of all your Zoom demos into Close!

With this integration, 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.

Sample meeting with Close co-founder, Steli Efti

Sample meeting with Close co-founder, Steli Efti

Requirements for using Close for Zoom

In order to pull your Zoom Cloud Recordings into Close, you will need:

  1. A connected Google Calendar account.
  2. A paid Zoom plan with Cloud Recordings enabled.
  3. Cloud Recordings saved in your Zoom account. Local recordings will not work.

Connect your Zoom Account

If you have a Zoom Pro, Business or Enterprise account, Cloud Recordings from synced calendar events can be pulled into Close. To do this, you'll first need to connect your Zoom account to Close.

Approve Close in the Zoom Admin

In order to install the Zoom app to Close, a Zoom account admin will need to pre-approve Close in the Zoom Marketplace.

  1. Sign in to Zoom.
  2. Find the Close listing in the Zoom Marketplace.
  3. Click the toggle to pre-approve Close.

For more details, visit the Zoom help page on pre-approval.

Under Settings > Integrations > Connected Accounts, press "Add Account" and select Zoom to sync Cloud Recordings of scheduled calls.

Sync your Zoom account with Close

Sync your Zoom account with Close

Complete the sign-in process in Zoom, and once the account is synced, it should appear on the list with the rest of your Connected Accounts as shown below.

Zoom sync in Connected Accounts

Zoom sync in Connected Accounts

Once this is set, you can review your recorded Zoom calls from right within the Lead Page!

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.

Meetings on the Lead page

Just like calling in Close, any recorded Zoom meetings with a registered contact in Close will be automatically logged on the Lead page. You will see these as a new activity on the top of the Lead page as shown below.

Synced Zoom Cloud Recording

Synced Zoom Cloud Recording

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.

Meeting Reminder Bar

Meeting Reminder Bar

The Meeting Reminder bar is a notification that appears at the top of your Close screen, 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.

Join your Zoom meeting from right within Close

Join your Zoom meeting from right within 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.

Disconnecting your Zoom Account

To disconnect your Zoom account, go to Settings > Integrations > Connected Accounts, hover over the connected Zoom sync and press the edit icon.

Click on the red "Remove Account" button to disconnect.

Remove your Zoom account

Remove your Zoom account

Updated about a month ago


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Bring in your recorded demos with the best CRM integration for Zoom

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