A CRM Built To Capture Every Zoom Call
Juicy Goosey integrates with Zoom Meetings, Phone and Webinar. Calls match to the right CRM contact via attendee email or phone number. Recordings, transcripts and AI summaries log to the contact. Action items become CRM tasks. Webinar attendees create or update contacts automatically.
How The Zoom Integration Works
Five steps. About 60 seconds from install to first captured call.
| Step | What Happens |
|---|---|
| 1. Connect | Zoom Marketplace OAuth. |
| 2. Pick what to capture | Meetings, Phone, Webinars, all of the above. |
| 3. Auto-attendee match | Email/phone matched to CRM contacts. |
| 4. Recording and transcript routing | Cloud recording auto-pulled, transcript processed. |
| 5. Done | Calls log to contacts, summaries on the timeline. |
Zoom Meetings
Six features for the standard sales or client call.
Auto-Join Or Bot Invite
Either fully automatic or "meet@juicygoosey.bot" pattern.
Recording Capture
Cloud recordings pulled to the contact.
AI Summary
Generated from transcript, see AI Meeting Summaries.
Action Items As Tasks
Auto-extracted, assigned to right owner.
Pre-Meeting Brief
Open the contact card 5 minutes before the call, see deal context.
Post-Meeting Email Draft
AI drafts the recap email referencing the call.
Zoom Phone (For Sales Teams)
If you use Zoom as the phone system, these features stack on top.
Call Logging
Every Zoom Phone call logs to the matching contact.
Voicemail Transcription
Voicemails transcribed and posted to the contact.
Click-To-Dial
Click a contact's number, Zoom Phone fires.
Call Disposition
Mark as connected, voicemail, no-answer, with one click.
Zoom Webinar
For marketing teams running registrations and attendee flows.
Registration → Contact Creation
Every registrant becomes a CRM contact or matches an existing one.
Attendance Tracking
Attended vs registered, duration, Q&A participation logged.
Post-Webinar Sequence
Different follow-up for attended vs no-show.
Lead Scoring Boost
Attended a webinar? Score bump applied automatically.
Compatibility With Zoom AI Companion
Zoom shipped its own AI summary tool (AI Companion). You can use either, or both:
- Use Juicy Goosey AI for summaries that land in the CRM with deal context
- Use Zoom AI Companion if you already pay for it, we capture its summary and log it
- No conflict, no duplicate summaries unless you opt in
Versus Standalone Zoom Transcription Tools
| Tool | Auto-Logs To CRM | Action Items As CRM Tasks | Webinar Attendance Sync | Cost |
|---|---|---|---|---|
| Juicy Goosey | Yes | Yes | Yes | Included |
| Otter for Zoom | Manual export | Manual | No | Per user |
| Fireflies | Native CRM connectors | Limited | No | Per user |
| Gong | Yes | Yes | Limited | Enterprise |
| Chorus | Yes | Yes | Limited | Enterprise |
| Zoom AI Companion alone | Lives in Zoom | No | Limited | Per Zoom user |
Privacy and Consent
AI Bot Announces Itself
At meeting start, configurable per region.
Recording Consent
Collected per call where required by law.
Transcripts Encrypted At Rest
With retention controls configurable per workspace.
Cloud Recordings Surfaced, Not Duplicated
Retention follows your Zoom settings. We link, not re-store.
Audit Log
Every call event logged with start time, end time, disclosure played, any stop requests honored.
Frequently Asked Questions
Connect Zoom In 60 Seconds.
Free 14-day trial. Meetings, Phone, Webinar. Compatible with Zoom AI Companion.
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