Why connect your Zoom account?
Syncing your Zoom account with Pod lets you automatically pull in meeting recordings, transcripts, and key moments—no manual work needed. Pod uses this data to surface deal insights, track stakeholder sentiment, and coach you on how to move your deals forward faster.
Adding call transcripts to the Pod AI coach engine brings a whole new level of insights.
How to connect your Zoom account?
Here are the steps to connect your Zoom account to your Pod workspace.
Log in to your Pod workspace (app.workwithpod.com).
Access the settings page, clicking on the bottom left Account Details button.
Navigate to the integrations under the "Integrations" section.
Select Zoom from the list of available integrations.
Authenticate your Zoom account, following the on-screen instructions to grant Pod the necessary permissions to access your conversation data. This may require you to log in with your Zoom admin credentials.
Save and activate the integration.
Verify the integration. To ensure everything is working correctly, check within Pod to see if your Zoom calls and transcripts are accessible. You can do this by navigating to a deal record in Pod and reviewing if the timeline includes Zoom data.
You will also have the opportunity to connect your Zoom account during the initial onboarding flow.
If you are facing any issues, review the troubleshooting guide below for some guidance.
Note: Only the workspace admin has to connect their Zoom account for all members of the workspace to have their Zoom recording synced.
How to use your Zoom integration in Pod
Once connected, the Zoom integration allows Pod to automatically access call transcripts and power multiple features that help full-cycle sellers close complex deals faster.
Before using the Zoom integration, make sure to adjust the settings in your Zoom account to allow Zoom to automatically cloud record meetings and enable audio transcription. Note that you might need to work with your Zoom admin to enable some of these settings.
The Zoom transcripts are using in a few different ways through the applications to power the AI sales coach.
💬 Customer Sentiment Analysis
Pod uses Zoom transcripts to analyze stakeholder's sentiment throughout a deal. It helps identify when a stakeholder sounds excited, skeptical, hesitant, or confused, giving you a clearer picture of how the deal is progressing and what are areas of concerns or excitement for a prospective buyer.
🧱 Framework Analysis
Using transcript data, Pod evaluates the progress of a deal against your chosen sales methodology—like MEDDPICC, Challenger, or SPIN—to determine which critical elements were covered and which were missed. It highlights gaps in discovery, qualification, or stakeholder engagement, helping reps stay aligned with the structure that drives success.
📄 Meeting Briefs
Before each customer call, Pod automatically generates a concise meeting brief that summarizes key discussion points from previous calls and topics to discuss in the upcoming call. This brief gives reps clear guidance on how to best prepare to have a successful conversation.
How to remove your Zoom integration in Pod
If you no longer wish to use the Zoom integration with Pod, you can disconnect it at any time through Zoom or directly from within the Pod application.
🛠 Option 1: Disconnect Through Zoom
Log in to your Zoom account and go to the Zoom App Marketplace.
Click on Manage > Added Apps or search for the “Pod” app.
Select the “Pod” app from your list of added apps.
Click Remove to disconnect the integration.
⚙️ Option 2: Disconnect Through Pod
Log in to your Pod account.
Go to Account Settings > Integrations.
Locate the Zoom integration.
Click “Disconnect” next to the Zoom logo.
⚠️ Implications of Removal:
Pod will no longer have access to your Zoom recordings or transcripts.
Any future coaching insights or summaries will no longer be based on Zoom call transcripts.
You can re-authorize the integration anytime from within the Pod platform.
🔒 Data Handling After Removal:
Pod will immediately revoke your access token.
All previously imported data remains stored securely for audit and coaching history, unless you request full data deletion via support.
To fully delete all associated Zoom data, please contact our support team at [email protected].
How to Adjust Zoom Settings
Some adjustments need to be made to your Zoom settings to automatically record, store, and transcribe conversations so that you can leverage Zoom call recordings.
✅ Step 1: Sign in to Zoom Admin Console
Go to: https://zoom.us/signin
Sign in using an admin account with the ability to manage account settings.
📹 Step 2: Enable Automatic Recording
In the left-hand menu, click Account Management > Account Settings.
Go to the Recording tab.
Scroll down to Automatic Recording.
Toggle this ON.
Select Record in the cloud (required for transcriptions).
(Optional) Check Hosts can pause/stop automatic recording if desired.
Click Save.
☁️ Step 3: Enable Cloud Recording
Still in the Recording tab of Account Settings.
Find Cloud Recording and ensure the toggle is ON.
Click Customize to choose what gets recorded:
✅ Active speaker
✅ Gallery view
✅ Shared screen
✅ Audio-only file (optional)
Click Save.
🕓 Step 4: Set Cloud Recording Auto Deletion
Go to Account Management > Account Settings > Recording.
Scroll to Auto delete cloud recordings after a specified number of days.
Toggle this OFF.
If you want to keep it ON, set the number of days (e.g., 30 or 90).
Click Save.
📝 Step 5: Enable Audio Transcriptions
Still in the Recording tab.
Scroll to the Advanced cloud recording settings section.
Check Audio transcript (this enables automatic transcription of spoken content).
Click Save.
👥 Step 6: Lock Settings (Optional)
If you want to enforce this at the organization level:
After enabling a setting, click the lock icon beside it.
Confirm you want to lock it for all users in your account.
Troubleshooting
If you’re having trouble using the Zoom integration with Pod, here are some common issues and how to resolve them:
If you’re unable to connect the Zoom app...
Double-check that you’re using a licensed Zoom account (Pro, Business, or higher) and that you’ve authorized Pod through the Zoom App Marketplace or the Integrations tab in your Pod settings.
If Pod isn’t picking up your meetings...,
Make sure the meetings are scheduled under the same Zoom account that was connected, and that the meetings are recorded to the cloud.
If call transcripts are missing or incomplete...
Verify that Cloud Recording and Audio Transcript are both enabled in your Zoom settings before the meeting starts. Note that transcripts are only generated for cloud-recorded meetings and may take several minutes to appear after the meeting ends.
If recordings or transcripts still don’t appear in Pod...
Try disconnecting and reconnecting the Zoom integration from your Pod account settings
If any of the above instructions are working to fix your issue, you can directly connect with Pod's customer support team, who will be more than happy to support you. Here are instructions to contact the support team.
💡 Need help? Send us a message via the in-app chat or email us at [email protected].
🤝 Want to talk to someone? Book a session with one of our specialists!