What is the Zoom integration?

Last updated: September 30, 2026

In one sentence

Connect your Zoom account so your meetings flow into Call-E automatically. If your account supports Zoom Cloud Recording and has it enabled, recordings flow in too — no extra work.

The Zoom integration is currently in preview. See Connect Zoom to Call-E when you're ready to set it up.

Why it exists

Your calls live in Zoom. Your client notes and coaching work live in Call-E. The integration keeps the two in sync so you don't have to.

Once you connect Zoom, any meeting you schedule shows up on your Call-E dashboard. When Zoom cloud recording is available, recordings automatically produce Call Notes shortly after the call ends. A Call Scorecard also appears when the Call Type has a scorecard configured. You can instead start a Microphone Recording in Live Call.

What you can do with it

  • Connect your Zoom account — link Zoom from Preferences in a few clicks.
  • Import your past Zoom meetings — bring in meetings from the last 7 days, 30 days, or up to 6 months.
  • Check a missing meeting. Wait a few minutes, then open Preferences and confirm that the Zoom card shows the account where the meeting was scheduled. If it still does not appear, follow the Zoom connection troubleshooting steps.
  • Disconnect anytime. Click Disconnect on the Zoom card in Preferences. Your existing appointments, recordings, and Call Notes stay put.

What happens after you connect

Call-E starts pulling in your upcoming Zoom meetings right away:

  • Upcoming meetings appear on your Call-E dashboard within a minute or two.
  • Past meetings do not arrive automatically. Use Import Zoom history to add meetings from the last 7 days, 30 days, or up to 6 months.
  • Every new Zoom meeting you schedule from this point on shows up automatically.
  • Zoom Scheduler bookings also sync when your connected Zoom account includes Zoom Scheduler.

When a meeting ends and Zoom produced a cloud recording, Call-E downloads the recording and writes the appointment results. You don't need to stay on the page — open the appointment to review the results when they are ready. Typical end-to-end time is about 10 minutes. Sometimes it takes a bit longer than usual.

What you need

  • A Zoom account you can sign into.
  • For Call-E to capture meetings held outside Live Call, your Zoom account must support cloud recording and have cloud recording turned on.
  • If your Zoom account cannot cloud-record meetings, you'll see a warning on the Zoom card. Call-E still syncs and schedules Zoom meetings, and you can use Live Call to capture them in Call-E. A meeting held outside Live Call cannot produce a recording, transcript, Call Notes, or configured Call Scorecard in Call-E unless Zoom creates a cloud recording.
  • If your Zoom admin has locked down scheduling or settings changes, you'll see a Limitations section on the Zoom card explaining what's restricted.

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