Zoom meetings can be an essential part of any team’s sales, customer onboarding or ongoing account management processes. By integrating Zoom with Nutshell, your team can log Zoom calls as activities for better tracking and reporting and save notes about each meeting to keep everyone in the loop and improve the customer journey.
Now you can also leverage AI to quickly summarize and transcribe your Zoom calls, just as you can with click-to-call conversations using the AI-powered click-to-call feature.
Learn more about the latest edition of how you can use AI to streamline your workflows in Nutshell!
What are the Zoom AI enhancements?
Using generative AI, Nutshell now supports transcriptions and summarizations of your Zoom meetings. The new AI-powered Zoom enhancements enable your team to:
Get a full meeting transcription with just a click
Generate a summary of key highlights of the conversation
These features help your team recap Zoom meetings, keep track of important details, improve collaboration, and get the bigger picture of how Zoom meetings fit into the larger relationship with prospects and customers.
How do I generate AI transcriptions and summaries?
Open any in-progress or logged Zoom activity and check the boxes next to “Transcribe this call after logging” and “Automatically summarize this call” to generate your AI-powered transcription and summary. These will automatically process once the Zoom call is logged, and may take a few moments to appear in your logged activity.
You can then access the transcription and summary from anywhere you see the Zoom activity, such as the Activities section on the Sales dashboard and from the timelines of any Person, Company, or Lead associated with the activity.
The ability to generate AI transcriptions and summaries of your Zoom calls is available to all Nutshell users. But note that AI summarization limits apply, depending on your Nutshell plan.
What else is new?
Along with AI-powered transcriptions and summarizations, Nutshell’s Zoom integration got a few additional updates:
Nutshell now detects Zoom activities in your Activity list and displays them with a Zoom icon so they’re easier to spot.
The new Zoom activity modal makes it easier to log, take notes, and connect with your Zoom calls directly from Nutshell.
All your Zoom meetings are now accessible in a new Meetings section in the Sales menu, meaning you no longer need to search through your Settings. From here, you can log your meetings, view recordings, and see all your Zoom calls at a glance.
The new Zoom Settings page lets you choose whether to log Zoom calls manually or automatically.
In the future, you’ll also be able to access Microsoft Teams and Google Meet calls from the Meetings section.
Get started with AI-powered Zoom meetings in Nutshell
With the power of AI in Nutshell, your team can do so much more to streamline daily workflows and boost collaboration. And with AI-powered Zoom meeting transcriptions and summarizations, all it takes is a few clicks to quickly save important meeting details, bring your team up to speed on sales calls, and track how every meeting contributes to customer relationships.
Enable AI Zoom transcriptions and summaries today, or contact our Support Team. Happy Nutshelling!
FAQs
1. How does Nutshell’s Zoom AI differ from Zoom’s native AI Companion?
Nutshell’s Zoom AI integration automatically saves transcripts and summaries directly to your CRM contact records, making them searchable and accessible across your team. Unlike Zoom’s AI Companion, which keeps notes within Zoom, Nutshell connects meeting insights to your sales pipeline, customer timelines, and deal history—giving you complete context for every conversation.
2. What Zoom plan do I need to use Nutshell’s AI transcription and summarization features?
You can use Nutshell’s Zoom AI features with any Zoom plan, including the free Basic plan. The AI transcription and summarization happen within Nutshell, not Zoom, so you don’t need Zoom’s paid AI Companion. However, you’ll need a Nutshell Sales Business or Enterprise plan to access AI credits for transcriptions and summaries.
3. How long are Zoom transcripts and summaries stored in Nutshell?
Zoom transcripts and summaries are stored in Nutshell as part of your activity records and remain accessible as long as your account is active. They’re attached to contact, company, and lead timelines, so you can reference them anytime. If you cancel your account, your data may be retained in archive records per Nutshell’s standard data retention policies.
4. Can I edit the AI-generated transcripts and summaries after they’re created?
Yes, you can add your own notes to any Zoom activity in Nutshell. While the AI-generated transcript and summary remain as originally created, you can supplement them with additional context, corrections, or follow-up details using the notes field. This ensures your team has both the automated record and your manual insights in one place.
5. Can I use Nutshell’s Zoom AI features on mobile devices?
Yes, you can access Zoom transcripts and summaries from Nutshell’s mobile app. Once a meeting is logged and processed, the transcript and summary appear on contact timelines and in your activity list, which you can view from any device where you access Nutshell, including iOS and Android mobile apps.
