With this Zoom CRM integration, you can automatically sync Zoom meeting activity and registrant information to your Nutshell account, giving you full visibility into your conversations and making it easy to reference them later. The integration also includes powerful AI transcription and summarization features to effortlessly pinpoint, save, and share key discussion points.

Zoom AI CRM Integration Benefits:

• Save time: With Nutshell and Zoom working together, you don’t have to worry about manually logging Zoom calls into your CRM. Your meeting activity and registrant info are automatically synced to the corresponding Nutshell contact, lead, or deal, and to your activity list.
• Teamwide collaboration: Nutshell lets your sales and customer support teams work in sync, allowing everyone to stay up-to-date on customer conversations. When you integrate Zoom and Nutshell, any team member can easily reference past meetings and interact more seamlessly with customers.
• Improved customer experience: The Nutshell-Zoom CRM integration ensures your team has a more detailed view of each customer’s journey. This helps teams offer more personalized support and win more deals.
• Meeting transcriptions: Automate meeting transcriptions as soon as the activity is logged in Nutshell and access it easily from your activities, sales dashboard, and contact timelines in Nutshell.
• AI summarizations: Determine, save, and share key discussion points quickly with Nutshell’s AI Zoom summarizations, which you can also automate and access where your transcriptions are saved.

O que faz:

The integration syncs Zoom meeting activity to Nutshell, automatically adding the meeting details to the contact’s timeline and your activity log list.

Its AI transcription and summarization capabilities take this integration a step further, significantly streamlining the notetaking and sharing process. With it, Nutshell allows you to transcribe and create an AI summarization to save right on your timeline. Learn more about AI transcriptions and summarizations for Zoom in our support article.

Como começar

Once you are signed into Nutshell, you can follow the steps to easily connect Nutshell and access convenient meeting syncing.

Zoom transcription and AI summary capabilities are limited according to your chosen Nutshell Sales plan.

Not sure where to begin? Contact our team for assistance with setting up an integration