SalesGRID Zoom Integration

SalesGRID Zoom Integration

SaleGRID

How it works: SalesGRID Zoom Integration
How it works: SalesGRID Zoom Integration
How it works: SalesGRID Zoom Integration
How it works: SalesGRID Zoom Integration
How it works: SalesGRID Zoom Integration
How it works: SalesGRID Zoom Integration
How it works: SalesGRID Zoom Integration
How it works: SalesGRID Zoom Integration
Categories:
Overview

The SalesGRID Zoom Integration allows seamless connection between your Zoom account and SalesGRID via OAuth. This integration enables users to automatically link Zoom meeting transcripts directly to their deals in SalesGRID, providing essential context for ongoing conversations and enhancing team collaboration. By capturing key meeting insights, the integration ensures that all relevant information is accessible within the sales process, without needing to manually transfer data between platforms.

SalesGRID is designed to help sales teams centralise and manage all deal-related content, and with this integration, Zoom transcripts become a valuable part of that ecosystem. Users can effortlessly track past discussions, review meeting notes, and keep their team aligned, all within SalesGRID. The integration is built with ease of use and productivity in mind, allowing users to focus on closing deals rather than managing data.

Developer Resources
Privacy & Compliance
Requirements
User role
Account admins or Users with required privileges
Zoom account eligibility
Login to check
Permissions - App can view information
Associated with your account and others you're allowed to access

May include user name, display name, picture, email address, phone number, job information, stated locale, account, user ID, contact lists added by the account or user (which may include contact information a user imports from a third-party app), and other profile information.

May include access to calendar of scheduled Zoom meetings and webinars, and related details about those meetings and webinars.

Preferences and settings, which may include whether a passcode or a waiting room is required, permitted event capacity, screen sharing settings, and other settings and configuration information.

Associated with your account, others you're allowed to access, and others included in that information.

May include name, display name, email address, phone number, user ID, and other profile information.

Content generated in Zoom products, which may include audio, video, messages, transcriptions, feedback, responses to polls and Q&A, and files, and related context , such as invitation details, meeting or chat name, and meeting agenda.

Information people provide when registering for a Zoom meeting, webinar or recording, which may include name and contact information, responses to registration questions, and other registration information.

Information about how people and their devices interact with Zoom products, which may include when participants join/leave, whether participants sent messages and who they message with, performance data, and other usage information and metrics.

This app can access the following information anytime including outside of a Zoom experience and when the app is not actively in use.
Scopes

Meeting

meeting:read:list_past_participants:admin

Recording

cloud_recording:read:list_recording_files:admin, cloud_recording:read:list_account_recordings:admin, cloud_recording:read:recording:admin, cloud_recording:read:list_user_recordings:admin

User

user:read:user:admin

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