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Connect your Zoom account

Learn how to connect your Zoom account to your Pod workspace

Patrick Monnot avatar
Written by Patrick Monnot
Updated this week

Why connect your Zoom account?

Syncing your Zoom account with Pod lets you automatically pull in meeting recordings, transcripts, and key momentsβ€”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.

  1. Log in to your Pod workspace (app.workwithpod.com).Γ¨
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  2. Access the settings page, clicking on the bottom left Account Details button.
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  3. Navigate to the integrations under the "Integrations" section.
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  4. Select Zoom from the list of available integrations.

  5. 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 Gong admin credentials.
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  6. Save and activate the integration.
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  7. Verify the integration. To ensure everything is working correctly, check within Pod to see if your Gong calls and transcripts are accessible. You can do this by navigating to a deal record in Pod and reviewing if the timeline includes Gong data.

You will also have the opportunity to connect your Zoom account during the initial onboarding flow.

Note: Only the workspace admin has to connect their Zoom account for all members of the workspace to have their Zoom recording synced.

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.

βœ… Step 1: Sign in to Zoom Admin Console

πŸ“Ή Step 2: Enable Automatic Recording

  1. In the left-hand menu, click Account Management > Account Settings.

  2. Go to the Recording tab.

  3. Scroll down to Automatic Recording.

  4. Toggle this ON.

  5. Select Record in the cloud (required for transcriptions).

  6. (Optional) Check Hosts can pause/stop automatic recording if desired.

  7. Click Save.

☁️ Step 3: Enable Cloud Recording

  1. Still in the Recording tab of Account Settings.

  2. Find Cloud Recording and ensure the toggle is ON.

  3. Click Customize to choose what gets recorded:

    • βœ… Active speaker

    • βœ… Gallery view

    • βœ… Shared screen

    • βœ… Audio-only file (optional)

  4. Click Save.

πŸ•“ Step 4: Set Cloud Recording Auto Deletion

  1. Go to Account Management > Account Settings > Recording.

  2. Scroll to Auto delete cloud recordings after a specified number of days.

  3. Toggle this OFF.

  4. If you want to keep it ON, set the number of days (e.g., 30 or 90).

  5. Click Save.

πŸ“ Step 5: Enable Audio Transcriptions

  1. Still in the Recording tab.

  2. Scroll to the Advanced cloud recording settings section.

  3. Check Audio transcript (this enables automatic transcription of spoken content).

  4. Click Save.

πŸ‘₯ Step 6: Lock Settings (Optional)

If you want to enforce this at the organization level:

  1. After enabling a setting, click the lock icon beside it.

  2. Confirm you want to lock it for all users in your account.


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πŸ’‘ Need help? Send us a message via the in-app chat or email us at [email protected].

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