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

Steps for Direct Connection:

Connect your account to Zoom directly is highly recommended for meetings that you host.

  1. Go to the Settings > Integrationsarrow-up-right.

  2. In the Video Calls, locate the Zoom card and click Connect.

  3. The system will redirect you to the Zoom login page to enter your credentials and authorize the connection.

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Allowed Zoom links

For the Salescaling bot to properly 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 domain zoom.us

  • Links that do not follow the format /j/ or /w/ followed by numbers

Tip: When you create an event in your calendar, make sure to copy the full Zoom link that includes the meeting ID (numbers after /j/ or /w/).

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Understanding the Bot's Behavior in Zoom

The behavior of the bot to record the meeting depends on who the host.

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Scenario A: When You Are the Meeting Host

  • If NO have connected the Zoomintegration: The bot will show you a popup requesting permission to record. You will need to accept it manually in each meeting.

  • If YES have connected the Zoom (Recommended): The bot will start recording automatically, without requiring you to accept any manual permission.

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

If you join a meeting organized by someone else (a client, a vendor), the bot will always need the external host to grant it manual permission via the popup that will be shown.

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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 troubleshoot the issue.

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1. The Host is not correct

This is the most common error. Even if you were on the call, if you did not sign in to the Zoom app with the correct account, the bot cannot request recording permission.

  • Solution: Always make sure you are signed into your Zoom app before joining the meeting. If you use multiple accounts, check that you are joining from the same one 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.

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2. Zoom Recording Settings

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

  • Solution: Go to your profile in Zoom, to the Settings > Recording, and make sure these two options are enabled:

    • Local Recording (Local Recording).

    • The checkbox that allows participants to request permission to record.

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3. The Bot was not Admitted

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

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Frequently Asked Questions (FAQ)

chevron-rightI connected the Zoom integration, but sometimes it still asks me for permission to record. Why?hashtag

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

chevron-rightThe bot joined the call but never recorded and I did not see any permission pop-up. What happened?hashtag

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

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