Meetings integration

Zoom

Inbound capture

Once Zoom is connected, cloud-recording transcripts and Zoom's native AI meeting summaries, including action items, flow into Natively. Meeting notes and insights land on the relevant deal's CRM timeline.

Those notes feed the pre-call prep briefs and the competitive battlecards, the same pipeline Cal.com transcripts feed into.

What syncs

Item
Detail
Cloud-recording transcripts
Pulled from your Zoom account's cloud recordings.
AI meeting summaries
Zoom's native AI summaries, including action items.
Meeting notes
Landed on the relevant deal's CRM timeline.
Meeting insights
Objections, competitor mentions, and other typed insights extracted from summaries and transcripts.

Use cases it powers

Meeting intelligence

Zoom meeting notes and insights feed the pre-call prep briefs and land on the deal timeline.

Competitive intelligence

Competitor mentions and objections surfaced in Zoom transcripts keep battlecards current.

How every integration is built

  • A human approves every agent action before it touches your systems.
  • Every integration action is written to an audit log.
  • No integration ever sends email or messages on your behalf.
  • Your data stays in your single-tenant instance. Disconnecting stops new reads.
How the platform works

Frequently asked questions

Do I need a paid Zoom plan?

Yes, a paid Zoom plan is required for the cloud recording this integration depends on.

What does Natively do with Zoom transcripts?

Cloud-recording transcripts and Zoom's native AI meeting summaries (including action items) become meeting notes and insights on the relevant deal's CRM timeline, feeding prep briefs and battlecards.

Is this the same pipeline as Cal.com meeting insights?

Yes. Zoom and Cal.com both feed the same downstream pipeline: meeting notes and typed insights on the deal timeline, used by the meeting-intelligence and competitive-intelligence use cases.

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