Salesably for Zoom
Use this guide to add Salesably to Zoom, import cloud recording transcripts for coaching analysis, and remove the Zoom connection when you no longer need it.
What the integration does
Salesably connects to your Zoom account so you can import eligible cloud recording transcripts into the Conversation Analyzer. Salesably uses those transcripts to help your team review calls, apply studio rubrics, summarize key moments, and identify coaching next steps.
Add Salesably to Zoom
- 1Sign in to Salesably, open Settings, then choose the Integrations tab.
- 2Find Zoom and select Connect Zoom.
- 3If you are starting from the Zoom App Marketplace listing instead, select Add or authorize the app from the listing page.
- 4Review the Zoom authorization screen and approve access.
- 5After approval, Zoom redirects you back to Salesably and the Zoom card shows Connected.
Use Zoom transcripts in Salesably
- 1Record a Zoom meeting to the cloud and make sure an audio transcript is available in Zoom.
- 2In Salesably, open Results, then Conversation Analyzer.
- 3Choose Import from Zoom.
- 4Search or refresh the recent transcript list.
- 5Select Import transcript for the meeting you want to analyze.
- 6Review the imported transcript, choose the right scenario type and rubric, then run the analysis.
Remove Salesably from Zoom
- 1In Salesably, open Settings, then choose the Integrations tab.
- 2Find Zoom and select Disconnect.
- 3Confirm the disconnect action.
- 4To fully remove the app from your Zoom account, open the Zoom App Marketplace, go to Manage, find Salesably, and remove it.
Permissions and data use
Salesably requests access needed to identify your Zoom user and read cloud recording transcript information that you choose to import. Salesably does not create Zoom meetings, update Zoom settings, or publish content back to Zoom through this integration.
Imported transcripts are handled according to the Salesably privacy policy. You can request deletion of recordings or transcripts by contacting support@salesably.ai.
Troubleshooting
I do not see recent transcripts
Confirm the meeting was recorded to the cloud, that Zoom generated an audio transcript, and that you connected the same Zoom account that owns or can access the recording.
The connection did not finish
Return to Settings, open Integrations, and select Connect Zoom again. If the issue continues, contact support@salesably.ai.
Support for Salesably on Zoom
Use these channels for help with installation, authorization, transcript imports, disconnecting Zoom, or deleting imported transcript data.
Email support@salesably.ai with your Salesably account email, your Zoom account email, and a short description of the issue.
Signed-in Salesably users can create a support case from the in-app Support button. Submitted cases are tracked under Support Requests.
Support hours are Monday through Friday, 9:00 AM to 5:00 PM Central Time, excluding U.S. holidays. First response SLA: one business day for standard requests and four business hours for business-critical access issues.
This guide is the knowledge base article for the Zoom integration. Live support is available by scheduled customer success session. Phone support is not currently offered.
Need help with installation, transcript imports, or removal? Contact support@salesably.ai.