Using Call-E with Zoom: setup, features, and removal

Last updated: June 17, 2026

What this covers

This article walks you through adding the Call-E Meeting Recorder to your Zoom account, using its features, and removing it when you no longer need it.

Adding Call-E: connect Zoom

Before you start

  • You need a Zoom account you can sign into.
  • Each Zoom account can be connected to only one Call-E account at a time.
  • For Call-E to capture Zoom meetings and generate Call Notes and a Call Scorecard, your Zoom account must support cloud recording and have it turned on.

Steps

  1. Open Preferences. Click your profile in the sidebar and choose Preferences.
  2. Find the Zoom card. You'll see a short description of the integration.
  3. Click Connect Zoom. A Zoom sign-in window opens.
  4. Sign in to Zoom. Use the account you want Call-E to work with. Zoom shows you the list of permissions Call-E is requesting.
  5. Click Allow on the Zoom permissions screen. The window closes and takes you back to Call-E.
  6. Confirm it worked. The Zoom card shows the connected account, your Zoom plan, recording settings, and a green dot next to the account name.

For the full step-by-step guide including troubleshooting connection problems, see Connect Zoom to Call-E.

If something goes wrong during setup, see Connect Zoom to Call-E → If something goes wrong.

Using Call-E with Zoom

Automatic meeting sync

Once you connect Zoom, your upcoming meetings appear on your Call-E dashboard within a minute or two. Meetings from the last week come in right away. Every new Zoom meeting you schedule after that — in Call-E, from the Zoom app, or through your Zoom scheduling link — shows up in Call-E automatically.

If a meeting hasn't appeared yet, open Preferences, find the Zoom card, and click Sync Now.

Cloud recording → transcript → Call Notes and Call Scorecard

Prerequisite: Your Zoom account must support cloud recording and have it turned on. See How Call-E works with Zoom cloud recordings for details.

When a meeting ends and Zoom produced a cloud recording, Call-E downloads it and generates a transcript, Call Notes, and a Call Scorecard on the matching appointment. You get a notification when the results are ready — you don't need to stay on the page. Typical time is about 5 minutes for a short call and up to about 15 minutes for a longer one.

To control whether Call-E automatically enables cloud recording on your Zoom account, see Zoom recording settings.

Call Guidance

Call Guidance gives you talking points before a call based on the client's history in Call-E. Open the appointment before your meeting starts — Call Guidance appears there if it was generated. No Zoom-specific setup is needed beyond having the appointment linked to a client.

Import Zoom History

Prerequisite: Your Zoom account must be connected.

If you have past Zoom meetings you'd like to bring into Call-E, you can import up to 6 months of history in one go. Open Preferences, find the Zoom card, and look for the Import Zoom History button. You choose a date range (last 7 days, last 30 days, or up to 6 months), Call-E scans your Zoom history, and you confirm before anything is added.

For full steps, see Import your past Zoom meetings.

Call Mode (in-app meeting experience)

When you open an appointment just before or during a call, Call-E can show the meeting inside the app — this is Call Mode. It works for meetings hosted on your connected Zoom account. If the meeting is hosted on a different Zoom account, Call-E opens it in a new Zoom tab instead so you can join right away.

If you see a message and a Zoom tab opens automatically, see Call Mode opened a Zoom tab instead of starting inside Call-E.

Removing Call-E

How to remove the app from your Zoom account

You can remove Call-E from Zoom in two ways.

From the Zoom App Marketplace:

  1. Go to marketplace.zoom.us and sign in.
  2. Click your account icon in the top-right corner and choose Manage.
  3. Find Added Apps or Installed Apps in the left menu.
  4. Locate Call-E Meeting Recorder and click Remove (or Uninstall).
  5. Confirm the removal when Zoom prompts you.

From inside Call-E:

  1. Click your profile in the sidebar and choose Preferences.
  2. Find the Zoom card.
  3. Click Disconnect. Call-E revokes its access to your Zoom account and removes the connection.

Either method stops Call-E from accessing your Zoom account. You can reconnect at any time by clicking Connect Zoom in Preferences.

What stops working after you remove the app

Once you disconnect or remove Call-E from Zoom:

  • Call-E no longer syncs your Zoom meetings.
  • No new meetings appear on your Call-E dashboard from Zoom.
  • Call-E cannot download new recordings or generate new Call Notes, transcripts, or Call Scorecards for Zoom meetings.
  • Call Mode (the in-app meeting experience) is no longer available.

What stays: Your existing appointments, past recordings, Call Notes, and Call Scorecards remain in Call-E exactly as they were. Removing the Zoom connection does not delete your historical data.

How we handle your data after removal

Disconnecting Zoom removes Call-E's access to your Zoom account. Your Call-E account and its data (appointments, Call Notes, Scorecards, client records) remain untouched until you choose to deactivate your Call-E account.

When your Call-E account is deactivated, our default is to de-identify your data using industry-standard, irreversible methods within 30 days of deactivation — so it can no longer be linked back to you.

If you want your data deleted instead of de-identified, submit a verified deletion request to privacy@call-e.io. We delete your data from our application database and file storage within 30 days of verifying the request. Note that operational logs and encrypted backups age out automatically on standard retention schedules and are not individually purged.

For full details, see our Privacy Policy (Section 8 — Data Retention and Section 9 — Your Privacy Rights).

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