Connect Zoom to Call-E

Last updated: June 17, 2026

What this does

Links your Zoom account to Call-E so your meetings appear in Call-E automatically. If your Zoom account can cloud-record meetings, Call-E also turns those recordings into transcripts, Call Notes, and Call Scorecards without any manual work.

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, your Zoom account must support cloud recording and have cloud recording 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: "Connect your Zoom account to sync meetings, import your history, and generate call notes and scorecards from your recordings."
  3. Click Connect Zoom. A Zoom sign-in window opens.
  4. Sign in to Zoom. Use the Zoom account you want Call-E to work with. Zoom shows you a list of permissions Call-E is requesting.
  5. Click Allow on the Zoom permissions screen. The window closes automatically 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.

After you connect

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

  • Your upcoming Zoom meetings appear on your Call-E dashboard within a minute or two.
  • Recent past meetings from the last week show up too.
  • If Call-E sees older Zoom history, an Import Zoom History button appears on the Zoom card so you can bring those in as well.

From now on, any new Zoom meeting you schedule — in Call-E, from the Zoom app, or through your Zoom scheduling link — shows up in Call-E automatically.

If your Zoom account can cloud-record meetings, Call-E downloads each recording after the meeting ends, creates appointment results, and notifies you when they're ready.

Right after connecting, Call-E checks whether your Zoom account can cloud-record meetings. If your Zoom plan doesn't support cloud recording, cloud recording is turned off, your Zoom admin manages recording settings, or Call-E cannot confirm the setting yet, Call-E tells you on the Zoom card. You can still schedule and sync Zoom meetings, but Call-E will not be able to capture a recording, transcript, Call Notes, or Call Scorecard for meetings on that Zoom account until cloud recording is available.

If your Zoom account can cloud-record meetings, Call-E also tries to turn on cloud recording as your Zoom account default, so every meeting on this account is ready to be processed. You can change this in Recording settings on the Zoom card — see Zoom recording settings.

For more detail, see How Call-E works with Zoom cloud recordings.

If something goes wrong

  • The Zoom window never opened. Your browser likely blocked the popup. You'll see "Unable to open popup. Please check your popup blocker settings." Allow popups for Call-E and click Connect Zoom again.
  • You closed the Zoom window before signing in. Nothing was saved. Click Connect Zoom again to start over.
  • You signed in with the wrong Zoom account. Click Disconnect on the Zoom card, then Connect Zoom again and sign in with the account you actually want.
  • You see "Another user of Call-E has already connected this Zoom account to their Call-E account." That Zoom account is already linked to a different Call-E account. Contact support if you believe this is a mistake.
  • The Zoom card shows "Reconnect your Zoom account to load past appointments." Your Zoom connection has expired — this can happen if you changed your Zoom password or Zoom revoked access. Click Reconnect Zoom on the card and sign back in to Zoom.