Zoom

The integration with Zoom allows the Salescaling bot to join your video calls to record and analyze them. Due to Zoom's specific requirements, it is essential to understand its behavior and correctly configure your account to ensure error-free operation.

Steps for Direct Connection:

Connecting your Zoom account directly is highly recommended for meetings you host.

Go to the Settings > Integrations section.
In the Video Calls section, locate the Zoom card and click Connect.
The system will redirect you to the Zoom login page to enter your credentials and authorize the connection.

Allowed Zoom links

For the Salescaling bot to successfully join your Zoom meetings, the link must follow the standard Zoom format:

✅ Valid links:

https://zoom.us/j/123456789
https://zoom.us/w/123456789
https://company.zoom.us/j/123456789
https://zoom.us/j/123456789?pwd=abc123

❌ Invalid links:

Calendar links that are not Zoom-specific
Links from other video call platforms
Links that do not contain the zoom.us domain
Links that do not follow the /j/ or /w/ format followed by numbers

Tip: When creating a calendar event, make sure to copy the full Zoom link that includes the meeting ID (numbers after /j/ or /w/).

Understanding Bot Behavior in Zoom

The bot's behavior for recording the meeting depends on who the host is.

Scenario A: When You Are the Meeting Host

If you have NOT connected the Zoom integration: The bot will display a pop-up window asking for permission to record. You will need to manually accept it for each meeting.
If you HAVE connected the Zoom integration (Recommended): The bot will start recording automatically, without you needing to accept any manual permissions.

Scenario B: When You Are Invited to an External Zoom Meeting

If you join a meeting hosted by someone else (a client, a supplier), the bot will always need the external host to manually grant permission via the pop-up window that will be displayed.

Troubleshooting and Common Errors

If the bot does not record a Zoom meeting, the cause is usually one of the following. Check this list to resolve the issue.

1. The Host is incorrect

This is the most common error. Even if you were in the call, if you were not logged into the Zoom application with the correct account, the bot cannot request recording permission.

Solution: Always make sure you are logged into your Zoom application before joining the meeting. If you use multiple accounts, check that you are joining from the same account you used to create the event.
Tip: If you use multiple accounts, set your other accounts as "Alternative Host" in the event settings in Zoom.

2. Zoom Recording Settings

The bot needs your Zoom account to allow it to record.

Solution: Go to your Zoom profile, in the Settings > Recording section, and make sure these two options are enabled:
- Local Recording.
- The checkbox that allows participants to request permission to record.

3. The Bot was not Admitted

Solution: Your Zoom meetings must have the Waiting Room activated. When the bot appears in it, the host must manually admit it to the call.

Frequently Asked Questions (FAQ)

I connected the Zoom integration, but sometimes it still asks me for permission to record. Why?

This happens when you join a meeting that you are not hosting. In such cases, permission must always be granted by the external host.

The bot joined the call, but never recorded and I didn't see any permission pop-up. What happened?

Almost certainly, this is because you were not correctly logged into your Zoom application when you joined, so the system did not recognize you as the host. Log out and log back into your Zoom app before your next meeting.