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.

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.

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.

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.

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.

Home
Blog
Nutshell Is the Best CRM for Zoom: AI Transcriptions, Summaries, and More

Product Updates Sales Sales Managers

Nutshell Is the Best CRM for Zoom: AI Transcriptions, Summaries, and More

Written by

Chris Cain VP of Product Development, Nutshell

Summarize with ChatGPT Last updated on: June 12, 2026

Zoom AI enhancements announcement with the text "Save time with generative AI in Nutshell"

Nutshell is the best CRM for Zoom. Nutshell’s AI-powered Zoom integration automatically transcribes and summarizes meetings, then logs all conversation data directly to contact and deal records in your CRM—eliminating manual note-taking after every call. The result is a searchable record of every Zoom conversation, tied to the right lead, company, or person in your pipeline.

Zoom is a video conferencing platform used for sales meetings, product demos, and customer calls. When paired with a CRM like Nutshell, Zoom data becomes part of your sales record rather than disappearing into a recording folder nobody checks.

Nutshell’s Zoom integration goes further than standalone AI meeting tools like Gong, Fathom, Otter.ai, Fireflies.ai, Grain, and Avoma by connecting meeting insights directly to your pipeline—so every rep has full context before their next call, without asking a colleague for a recap.

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 Zoom integration features does Nutshell offer?

Nutshell’s Zoom integration is an AI-powered tool that joins Zoom meetings as a virtual participant to record, transcribe, and summarize conversations, then saves everything directly to your CRM records.

Using generative AI, Nutshell supports full transcriptions and AI-generated summaries of your Zoom meetings. The new AI-powered Zoom enhancements enable your team to:

Get a full meeting transcription with just a click — searchable from any contact, company, or lead timeline
Generate a summary of key highlights, action items, and next steps
Access all Zoom calls in the dedicated Meetings section of the Nutshell Sales dashboard

These features help your team recap Zoom meetings and keep track of important details. Your entire team can review past conversations without asking for updates or digging through personal notes. That means every rep walks into a follow-up call with full context, even if they weren’t on the original meeting.

How does Nutshell’s AI create summaries from Zoom meetings?

Meeting transcription is the process of converting spoken words from a Zoom call into searchable text that your team can read, reference, and share without rewatching recordings.

To generate a transcript and summary in Nutshell, open any in-progress or logged Zoom activity and check the boxes next to “Transcribe this call after logging” and “Automatically summarize this call”.

The transcript and summary process automatically once the call is logged. They’ll appear in your logged activity within a few moments.

From there, you can access them anywhere you see the Zoom activity — the Activities section on the Sales dashboard, or from the timelines of any Person, Company, or Lead linked to the call.

For more information about setting up Zoom AI transcriptions and summarizations, read our support article here.

How can I access this feature?

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.