Integration: Zoom

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.

StepWhat Happens
1. ConnectZoom Marketplace OAuth.
2. Pick what to captureMeetings, Phone, Webinars, all of the above.
3. Auto-attendee matchEmail/phone matched to CRM contacts.
4. Recording and transcript routingCloud recording auto-pulled, transcript processed.
5. DoneCalls 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

ToolAuto-Logs To CRMAction Items As CRM TasksWebinar Attendance SyncCost
Juicy GooseyYesYesYesIncluded
Otter for ZoomManual exportManualNoPer user
FirefliesNative CRM connectorsLimitedNoPer user
GongYesYesLimitedEnterprise
ChorusYesYesLimitedEnterprise
Zoom AI Companion aloneLives in ZoomNoLimitedPer 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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