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

Last updated: September 30, 2026

This feature is currently in preview and may not be available to you yet. Contact us if you'd like access.

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 meetings held outside Live Call and generate Call Notes and a configured Call Scorecard, your Zoom account must support cloud recording and have it turned on. You can instead start a Microphone Recording in Live Call.

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.

If the Zoom window does not open, allow pop-ups for Call-E and click Connect Zoom again. If the connection still fails, contact support.

Using Call-E with Zoom

Automatic meeting sync

Once you connect Zoom, Call-E starts syncing your upcoming meetings. Past meetings do not arrive automatically; use Import Zoom history when you want to add them. New Zoom meetings normally arrive automatically after Zoom sends the update, and Call-E also checks periodically for upcoming meetings that may have been missed. Zoom Scheduler bookings sync when your connected Zoom account includes Zoom Scheduler.

If a meeting hasn't appeared yet, open Preferences and confirm that the Zoom card shows the account where the meeting was scheduled. Check again later if Zoom's update was delayed. If the meeting still does not appear, contact support.

Joining meetings Call-E schedules

If your connected Zoom account is outside Call-E's own Zoom workspace, you may see this on the Zoom card in Preferences:

  • "Zoom meetings Call-E schedules let attendees join before you and skip the waiting room, so Live Call can open inside Call-E. Meetings you schedule in Zoom yourself aren't changed." For meetings Call-E creates for you — scheduling an appointment with Zoom, or clicking Create Zoom meeting on one — Call-E turns on Allow participants to join anytime and turns off Waiting Room. That's what lets Live Call open the call inside Call-E instead of a separate Zoom tab.

Meetings you schedule yourself in Zoom are never changed, and neither are your Zoom account's own default settings — only the individual meetings Call-E creates for you.

If a meeting still has its waiting room on — for example, your Zoom admin locked that setting — Call-E can't open the call inside Call-E and offers Open Zoom instead. See Live Call opened a Zoom tab instead of starting inside Call-E.

Cloud recording → transcript → Call Notes and Call Scorecard

Prerequisite: For a meeting held outside Live Call, your Zoom account must support cloud recording and have it turned on.

When a meeting ends and Zoom produces a cloud recording, Call-E retrieves it. Call-E uses a Zoom-provided transcript when available and can transcribe the recording when needed. It then generates Call Notes on the matching appointment and a Call Scorecard when the meeting's Call Type has a scorecard enabled. You don't need to stay on the page; open the matching appointment to review the results.

To control whether Call-E automatically enables cloud recording on your Zoom account, open Preferences, find the Zoom card, and use Automatically enable cloud recording and transcripts under 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.

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 the Zoom App Marketplace and sign in.
  2. Click your account icon in the top-right corner and choose Manage.
  3. Click Added Apps in the left menu.
  4. Locate Call-E Meeting Recorder and click Remove.
  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.

If Call-E cannot confirm that Zoom revoked access, it shows an error and keeps the connection so you can retry.

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.

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. It does not delete your organization's existing data in Call-E, including appointments, recordings, transcripts, Call Notes, Call Scorecards, and client profiles.

Call-E keeps your organization's data while its service agreement is active. When your organization's relationship with Call-E ends, Call-E's default is to de-identify the associated Client Data within 30 days after the organization's account is deactivated, so it can no longer be linked to the organization.

To submit a verified deletion request, email privacy@call-e.io. Call-E deletes Client Data from its primary systems within 30 days after verifying the request, except for data it must keep by law. The Privacy Policy and your organization's Data Processing Agreement control how Call-E handles the request.

Operational logs and encrypted backups follow separate retention schedules and are not individually purged.

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