Tim Kilroy

Zoom Integration Guide

Connect your Zoom account to import cloud recordings and transcripts into Call Lab Pro for AI-powered sales coaching.

1. Prerequisites

Before connecting Zoom, make sure you have:

  • An active Call Lab Pro subscription
  • A Zoom account with cloud recording enabled
  • Audio transcription turned on in your Zoom recording settings

How to enable Zoom cloud recordings & transcripts:

  1. Sign in to your Zoom web portal
  2. Go to Settings → Recording
  3. Enable Cloud recording
  4. Under cloud recording settings, enable Audio transcript

2. Connecting Your Zoom Account

  1. Log in to your Call Lab Pro account and navigate to Settings
  2. Scroll down to the Integrations section
  3. Click the Connect button next to Zoom
  4. You'll be redirected to Zoom's authorization page. Review the permissions and click Allow
  5. You'll be redirected back to your settings page with Zoom now showing as connected

Permissions we request:

  • View your cloud recordings — to list and display your available recordings
  • View your user information — to identify your account (email and display name)

We only request read-only access. We cannot modify, delete, or create recordings or meetings.

3. Importing Recordings

Once connected, you can import Zoom recordings directly into Call Lab Pro:

  1. Go to Call Lab Pro
  2. In the Transcript Input section, click Import from Zoom
  3. Browse your recent cloud recordings. Recordings with available transcripts will show "Transcript available"
  4. Click on a recording to import its transcript
  5. The transcript text will be loaded into the input field. Fill in the call context (prospect name, company, call type) and run the analysis

4. Automatic Import

When a Zoom cloud recording finishes processing its transcript, Call Lab Pro can automatically import it for you. Auto-imported transcripts appear in your dashboard and are ready for analysis.

This happens automatically when your Zoom account is connected — no additional setup is required.

5. Your Data & Privacy

We take your data privacy seriously:

  • What we store: Your Zoom email, display name, and OAuth tokens (for maintaining the connection). When you import a recording, we store the parsed transcript text and meeting metadata (topic, date, duration).
  • What we don't store: Audio files, video files, meeting chat logs, or participant contact information.
  • How transcripts are used: Imported transcripts are analyzed by our AI engine to generate your sales coaching report. Transcripts are sent to our AI providers (Anthropic, OpenAI) solely for analysis purposes.
  • Read-only access: We cannot modify, delete, or create anything in your Zoom account.

For full details, see our Privacy Policy.

6. Disconnecting Zoom

You can disconnect Zoom at any time:

  1. Go to Settings
  2. Scroll to the Integrations section
  3. Click the Disconnect button next to Zoom
  4. Confirm the disconnection when prompted

What happens when you disconnect:

  • Your Zoom OAuth tokens are immediately deleted from our database
  • We can no longer access your Zoom recordings
  • Previously imported transcripts and analysis reports are retained in your account
  • You can reconnect at any time by clicking Connect again

You can also revoke access from your Zoom account directly by going to the Zoom App Marketplace → Manage → Installed Apps and removing Call Lab Pro.

7. Troubleshooting

I don't see any recordings

Make sure cloud recording is enabled in your Zoom settings. Only cloud recordings (not local recordings) are accessible via the integration. Recordings may also take a few minutes to appear after a meeting ends.

A recording shows 'No transcript'

Audio transcription must be enabled in your Zoom recording settings before the meeting takes place. Transcripts are generated after the recording is processed, which can take several minutes.

I get an error when trying to connect

Make sure you're logged in to Call Lab Pro before clicking Connect. If the problem persists, try clearing your browser cookies and logging in again.

My connection stopped working

OAuth tokens can expire if not used for an extended period. Disconnect and reconnect Zoom in your settings to refresh the connection.

8. Need Help?

If you're having trouble with the Zoom integration, we're here to help:

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