Zoom Integration Guide

Last updated: March 15, 2026

What this integration does

CoachIntel connects to Zoom so completed calls can show up as transcripts, session notes, and prep for future check-ins.

How to add the app

  1. Sign in to CoachIntel.
  2. Open Onboarding and go to Integrations.
  3. Click Connect on the Zoom integration card.
  4. Review the requested Zoom permissions and approve access.
  5. Return to CoachIntel and confirm Zoom is marked as connected.

How to use the integration

  • Host or complete Zoom meetings with cloud recording enabled.
  • CoachIntel receives Zoom events and ingests eligible meeting records.
  • Transcripts and meeting details show up in your timeline, notes, and prep.

How to remove the integration

  1. Open your CoachIntel account settings or onboarding integrations screen.
  2. Disconnect Zoom from the integration controls.
  3. Optionally remove CoachIntel from the Zoom Marketplace installed apps list.
  4. Contact support if you also want associated account data deleted.

Need help?

Contact support@coachintel.ai.