Bring your team's Zoom meeting recordings, transcripts, and AI-generated summaries into Introzy automatically, linked to the right People, Companies, and Pipeline deals. This article covers how to connect Zoom, what happens once it's connected, and how to troubleshoot common issues.
What does the Zoom integration do?
Once an admin connects your organization's Zoom account, Introzy automatically ingests Zoom Cloud Recordings and transcripts for meetings linked to a synced calendar. For each recorded meeting, Introzy:
Stores the Zoom cloud recording link.
Stores the meeting transcript.
Generates an AI summary of the transcript, including key points and action items.
Surfaces the recording link, transcript link, and summary on the activity timeline and meeting details for the related person, company, and deal.
Introzy notifies the calendar owner in-app once the meeting's recording, transcript, and summary are ready.
Who can connect Zoom to Introzy?
Only an organization admin can connect or disconnect Zoom. The connection is organization-wide — one admin connects Zoom on behalf of the whole organization, rather than each teammate connecting their own account. Teammates can view the connection status but cannot change it.
What do I need before connecting Zoom?
An Introzy organization admin account.
A Zoom account with Cloud Recording enabled. Meetings recorded locally to a computer are not ingested.
The meeting host must be signed in to a connected Zoom account when the meeting is recorded.
The Email & Calendar integration connected, since Introzy matches Zoom meetings to calendar events to know which person, company, or deal to attach a recording to.
How do I connect Zoom to Introzy?
Log in to Introzy as an org admin.
In the left sidebar, go to Settings → Integrations/APIs → Integrations.
Find the Zoom card (under the Communication category) and click into it.
Select Connect and approve Zoom's authorization screen.
You're returned to the Zoom integration page, now showing a Connected status with your Zoom account ID, the install date, and the scopes that were granted:
Scope | What it's for |
| Identify the connected Zoom account |
| List cloud recording files for a meeting |
| Retrieve the cloud recording link |
| Retrieve the meeting transcript |
How does Introzy know which meeting a recording belongs to?
Introzy matches a Zoom recording to a calendar event using the Zoom meeting ID when it's present on the event. If the meeting ID isn't available, Introzy falls back to matching by meeting start time and attendee-email overlap. If no match is found, the recording isn't surfaced on a CRM record.
Where do I find recordings, transcripts, and summaries?
After a recorded meeting ends and Zoom finishes processing it, Introzy ingests the recording and transcript in the background. Once ready, you'll find them in:
The activity timeline for the related person, company, or deal.
The calendar event details for that meeting.
Each item shows its current status: Processing, Ready, or Expired.
Can I disconnect or reconnect Zoom?
Yes. From Settings → Integrations/APIs → Integrations → Zoom, an admin can:
Disconnect — stops new recordings and transcripts from being ingested. Recordings, transcripts, and summaries already ingested before disconnecting remain in Introzy.
Reconnect — re-runs the Zoom authorization flow, useful if your authorization expires or Zoom shows a reconnect prompt.
Frequently asked questions
Does Introzy record my Zoom meetings?
No. Introzy doesn't join or record meetings itself. It ingests recordings and transcripts that Zoom's Cloud Recording feature has already created.
Does this work with locally recorded Zoom meetings?
No. Only Zoom Cloud Recordings are ingested. Meetings recorded locally to a computer aren't picked up.
Can each teammate connect their own Zoom account?
No. The Zoom connection is organization-wide and managed by an admin. Individual teammates can't connect a separate Zoom account.
Will disconnecting Zoom delete past recordings and transcripts?
No. Disconnecting stops new meetings from being ingested, but recordings, transcripts, and summaries already brought into Introzy stay in your account.
How long are transcripts kept?
Transcripts are retained for 90 days from ingestion. After 90 days, the transcript file is removed, but the meeting's AI summary and metadata remain, and the transcript status shows as expired.
Does Introzy use Zoom's built-in AI summary?
No. Introzy generates its own AI summary from the raw meeting transcript rather than using Zoom's smart notes.
Why isn't a recording showing up on a contact or deal?
This usually means the meeting couldn't be matched to a calendar event, the meeting wasn't recorded to Zoom Cloud, or the recording/transcript is still processing. Check the status shown on the timeline item.
Troubleshooting
Integration shows a reconnect prompt instead of Connected
Cause: Your Zoom authorization has expired or was revoked.
Solution: An organization admin should select Reconnect from Settings → Integrations/APIs → Integrations → Zoom and complete the Zoom authorization flow again. Historical recordings and transcripts aren't affected.
A meeting recording never appears
Cause: The meeting may not have been recorded to Zoom Cloud, wasn't scheduled on a calendar synced through the Email & Calendar integration, or is still processing.
Solution: Confirm the meeting used Zoom Cloud Recording (not a local recording) and was on a synced calendar, then allow time for Zoom to finish processing before it can be ingested.
Transcript shows “expired”
Cause: The transcript passed its 90-day retention window and its file was removed.
Solution: No action needed — the AI summary generated from that transcript is still available on the timeline.