Zoom Pn

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Overview

You can import Zoom Cloud recordings directly into your project by connecting your Zoom account to Dovetail. These recordings can be transcribed and tagged to surface key moments in customer interviews, calls and meetings.

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Set up Zoom integration

  • To connect your Zoom account, open ⚙️ Settings → Integrations, locate Zoom and click •••.
  • Next, select Connect and continue to login to your Zoom account, review requested permissions, and confirm the connection.
  • Once connected, you will be able to import Zoom Cloud recordings directly from Zoom into Projects in Dovetail.
When you connect Zoom to Dovetail, you will grant Dovetail access to your individual user meeting recordings and your Zoom user details. We use this information to display and import your cloud recordings to Dovetail, and to link your Zoom user account with Dovetail.
If you’re having trouble connecting the right Zoom account, please log out of Zoom in your web browser first and then follow the steps above.

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Import Zoom recordings to Projects

Once you have connected your Zoom account, you can import recordings directly into Projects transcribed, summarized, and analyzed.
  • To do this, open a Project, click Data and select + New.
  • Next, select Zoom under Import from and select the recordings you wish to import.
  • Once confirmed, each recording will be imported into your project as separate objects for you to start analyzing in your project.

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Disconnect your Zoom account

When you disconnect Dovetail, we will no longer have access to your cloud recordings or your Zoom user information. Any recordings that you have imported into Dovetail before disconnecting will not be deleted and will remain in Dovetail.
  • If you wish to disconnect Zoom account from Dovetail, select ⚙️ Settings → Integrations, locate Zoom, click ••• and select Disconnect.

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Troubleshoot your Zoom connection

If you are using one Zoom account with other people in your organization, please ensure the account is connected to one Dovetail account only. If a user person connects to a Zoom account that is currently connected to another user, this will cause issues in the integration and break previous connections on Dovetail. To reset the connection, you will need to disconnect your Zoom account from Dovetail. Once disconnected, please log back into your Dovetail account to reconnect your Zoom account.