LeadCenter offers seamless integration with the Zoom video conferencing platform. Once connected, the system automatically generates video conferencing details whenever someone books a call with you. You and your invitee will receive details via a confirmation email and calendar event. If you enable Zoom Meeting Summary AI Companion, notes and tasks will automatically be generated and added to the contact notes and related tasks.
*Meeting Summary and Tasks are generated for Appointments with Clients, not Internal Meetings.
Note: If you have your Zoom account already connected in LeadCenter before the latest App update, you will need to disconnect your Zoom account and connect it again for Zoom Meeting Summary AI Companion integration to work.
To connect your Zoom account, follow the steps given below:
Alternatively, use this link (https://app.leadcenter.ai/dashboard/zoom) to directly access the Zoom Integration page.
Here is an example how the meeting summary and tasks that will be captured from Zoom Meeting Summary AI Companion.*
After your create the appointment, you and your invitee will receive Zoom details via confirmation email and calendar invite. The meeting will also show in your Zoom account under Upcoming Meetings.
Your clients will be able to book a Zoom meeting from your public scheduler page, you and your invitee will receive Zoom details via confirmation email and calendar event. The meeting will also show in your Zoom account under Upcoming Meetings.
After the meeting is concluded, Zoom Meeting Summary AI Companion will generate a summary of the meeting and a list of tasks. LeadCenter will capture Call Summary as notes and add the tasks to the appointments main host. Notes and Tasks can be viewed from:
To disconnect your Zoom account, go to Calendar Settings. In the basic details page, click on the disconnect link.
If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.