Connect Zoom to Call-E

What this does

Links your Zoom account to Call-E so upcoming and newly scheduled meetings appear in Call-E automatically. When your account supports Zoom Cloud Recording and has it enabled, Call-E downloads eligible recordings, uses a Zoom-provided transcript when available, and can transcribe a recording when needed before generating Call Notes. It produces a Call Scorecard when the Call Type has a scorecard configured.

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, your Zoom account must support cloud recording and have cloud recording turned on. You can instead start a Microphone Recording in Live Call.
• If your organization's billing isn't set up or its plan was canceled, Zoom can't be connected until then. Only your organization's Owner can fix that, under Settings → Billing. See Manage your billing and plan.

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 upcoming Zoom meetings right away:

• Your upcoming Zoom meetings appear on your Call-E dashboard within a minute or two.
• Past meetings do not arrive automatically. Use Import Zoom history on the Zoom card to bring in meetings from the last 7 days, 30 days, or up to 6 months.

From now on, new meetings you schedule in Call-E or Zoom show up in Call-E automatically. Zoom Scheduler bookings also sync when your connected Zoom account includes Zoom Scheduler.

If your Zoom account can cloud-record meetings, Call-E downloads each recording after the meeting ends. It uses Zoom's transcript when one is available and can transcribe the recording when needed, then 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 and 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 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 Call-E Support invites you to the Zoom pilot

Call-E Support coordinates this change with you. Do not start it during a call.

1. Finish the call and close any Zoom connection window that is still open.
2. Open Preferences. On the Zoom card, click Disconnect. In the confirmation window, click Disconnect Zoom. Wait until the card shows Connect Zoom.
3. Wait for Call-E Support. After the disconnect succeeds, Support enables the pilot for you and tells you when to continue.
4. Click Connect Zoom. Sign in with the same Zoom account you already use with Call-E, then click Allow when Zoom asks for permission.

Your Zoom connection is interrupted after you disconnect. It is available again only after you successfully connect Zoom. If the disconnect does not succeed, stop and contact Call-E Support; do not continue to the next step.

To return to your organization's usual Zoom connection, tell Call-E Support first. While the pilot is still enabled, disconnect Zoom in Preferences and wait until the card shows Connect Zoom. Support turns off the pilot and tells you when to click Connect Zoom and sign in with the same Zoom account again.

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 "This Zoom account is already connected to another Call-E user. Check which Zoom account you're signed in to, or contact support." This usually happens because you're signed in to Zoom as someone else — a shared login or a colleague's account. Sign out of Zoom in your browser, sign back in with your own account, and click Connect Zoom again. Contact support if that doesn't fix it.
• You see "Call-E didn't receive the Zoom permissions it needs. Reconnect and approve all requested permissions, or contact support." Click Connect Zoom again and click Allow for every permission Zoom asks for. Call-E can't connect if any permission is declined.
• 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 on the card and sign back in to Zoom.
• Call-E says billing needs to be set up before connecting. Only your organization's Owner can finish billing setup: open Settings → Billing and click Start free trial. If you are not the Owner, ask them to finish that step, then return to Preferences and connect Zoom. See Manage your billing and plan.