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

Last updated: August 1, 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.

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.

Cloud recording → transcript → Call Notes and Call Scorecard

Prerequisite: 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 get a notification when the results are ready — you don't need to stay on the page.

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.

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. If a specific meeting needs Zoom registration, Call-E can't join it inside the app, so it opens the regular Zoom link in a new tab automatically so you don't lose time. For some other join problems, Call-E shows a message instead and you click Open Zoom on the appointment yourself.

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.
  • 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. 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).