Overview
What is Zoom: Zoom is a Unified Communications as a Service (UCaaS) platform from Zoom Communications, Inc., an independent publicly traded company (NASDAQ: ZM). Zoom Workplace combines meetings, chat, phone, mail, calendar, and webinars into one platform. Every meeting generates a stream of data: transcripts, summaries, chat logs, recordings, and participant records.
How to integrate Zoom with Datagrid
Use this sequence to connect Zoom with Datagrid. Select the Zoom data objects first, then authenticate with Zoom OAuth and configure sync behavior for the selected data.
Select Zoom data objects
The Zoom connector syncs meeting recordings, transcripts, summaries, participant data, and webinar registrants into Datagrid. Agents read this data and run downstream workflows like CRM updates and summary distribution.
Sync objects: recordings, transcripts, participants, webinar dataFollow these setup steps in Datagrid.
In Datagrid, open Connectors and select Add new.
Choose Zoom from the connector list.
Authorize the connection through Zoom's OAuth consent screen.
Select the data objects to sync: recordings, transcripts, participants, or webinar data.
Save the connector and assign it to an agent.
After assignment, the agent uses the selected Zoom objects in downstream workflows.
Authenticate with Zoom OAuth
The connection authenticates through Zoom's OAuth 2.0 flow. Zoom uses OAuth 2.0 for user-facing apps. Server-to-Server OAuth covers backend integrations within a single account. Access tokens last one hour. User-level OAuth issues a refresh token valid for 90 days. Server-to-Server OAuth issues one-hour access tokens and does not issue refresh tokens, so Datagrid requests a new token when the current token expires. See the Server-to-Server OAuth documentation for the account credentials flow.
Recording read scope: recording:read
Account-level recording read scope: recording:read:adminConfigure Zoom data sync
The connector imports cloud recordings in MP4, M4A, TRANSCRIPT, SUMMARY, CHAT, and CHAT_MESSAGE file types. It also imports meeting and webinar participant records and registrant data. Recording and participant data flows one-way from Zoom into Datagrid. Meetings, users, and webinars support bidirectional operations through the Zoom REST API.
Webhook event: recording.transcript.completed
Recording file types: MP4, M4A, TRANSCRIPT, SUMMARY, CHAT, CHAT_MESSAGEWebhook events like recording.transcript.completed drive event-based sync. Note that download_token values from webhook events expire after 24 hours. Agents then retrieve a fresh download_url from the recordings endpoint.
Once the connector is saved, Datagrid agents use these Zoom objects to trigger downstream workflows from recordings, transcripts, participants, and webinar data.
Why use Zoom with Datagrid
Integrating Zoom with Datagrid creates workflows that turn meeting content into structured follow-up without manual note review or copy-paste between systems. Benefits include:
Automatic transcript extraction: Agents read Zoom transcripts and summaries when they finish and extract decisions and action items without manual review.
CRM record population: Agents log meeting activity and push webinar registrants into Salesforce and HubSpot. This keeps CRM records current for sales teams after every call.
Event-driven processing: The
recording.transcript.completedwebhook triggers downstream work instantly, so summaries reach teams as soon as a meeting wraps.Cross-platform routing: Agents send meeting summaries to team channels. They can also build notes in knowledge tools and update project tools from a single data flow.
Pattern recognition at scale: Datagrid agents process meeting data across many calls at once and surface trends and recurring action items that single-meeting review misses.
Multi-LLM compatibility: Datagrid runs transcript analysis across supported LLMs, so teams match the model to the task.
What you can build with Zoom Datagrid integration
Project teams can use Zoom meeting data as the trigger point for CRM, proposal, reporting, and knowledge workflows:
Automated meeting notes and action item tracker: Agents pull the VTT transcript from each call, identify decisions and action items, and organize notes by topic for retrieval. Datagrid agents automate meeting notes by sifting through the conversation to extract key takeaways. Build a pipeline that turns every meeting into a structured record without a note-taker.
CRM auto-population from calls and webinars: Agents log Zoom meeting activity in CRM contact and opportunity records and sync webinar registrants as new leads. The HubSpot and Zoom workflow tracks webinar attendance data directly inside the CRM. Sales teams get follow-up data without manual entry.
Proposal requirements extraction: Agents transcribe project kickoff and proposal calls, then extract requirements project teams need to act on. Datagrid documents a workflow where AI agents automate proposal development by pulling action items and critical data points, then assembling proposal drafts. Turn discovery calls into draft proposals.
Meeting summary distribution and knowledge base sync: Agents compile attendance and duration details with recording links, then route summaries to team channels and notes tools. Datagrid agents write reports and post summaries to team channels. They can also attach full reports to emails and update dashboard links. Build a searchable knowledge base from every call.
Resources and documentation
Zoom OAuth scopes reference covers required scopes for recordings, users, and chat.
Zoom webhooks documentation covers event subscriptions, signature verification, and retry behavior.
Frequently asked questions
Which Zoom authentication method does Datagrid use?
Datagrid connects through OAuth 2.0. Zoom supports standard OAuth for user-facing apps and Server-to-Server OAuth for backend integrations within a single account. Server-to-Server OAuth uses the account_credentials grant type and needs no user interaction, as described in the Server-to-Server OAuth documentation.
What Zoom data can Datagrid sync?
Datagrid imports cloud recordings, transcripts (VTT format), AI-generated summaries, chat logs, participant records, and webinar registrants. The Meetings API returns these as distinct file types including TRANSCRIPT, SUMMARY, and CHAT_MESSAGE.
Why are some participant ID fields empty?
Zoom blanks the id and participant_user_id fields for external and guest participants. This change took effect March 3, 2023, as documented in the meeting API fields changelog. Account for this when building participant-level analytics.
Similar integrations
Microsoft Teams: Sync Zoom meeting summaries, recordings, and participant data into Microsoft Teams channels for centralized discussion and follow-up.
Slack: Post Zoom meeting summaries, action items, and recording links into Slack channels to notify teams and drive real-time follow-up.
Google Calendar: Populate Google Calendar with Zoom meeting and webinar metadata to sync scheduling, reminders, and automated meeting logs.
HubSpot: Create HubSpot contacts and log Zoom call transcripts automatically. Push webinar registrants into HubSpot for sales follow-up and nurturing.
Salesforce: Log Zoom meetings and recordings in Salesforce. Sync registrants as leads and trigger CRM workflows from meeting events.
Notion: Send Zoom transcripts, summaries, and action items into Notion pages to build searchable meeting notes and a knowledge base.