Requirements: Connection needs to be completed by a user with Zoom Admin rights.
1. Open up the Ebsta Console by clicking on the following link:
2. Select to sign in with your Salesforce or HubSpot account.
3. Click Settings in the top right-hand corner and select Integrations.
4. Click Connect under Zoom
5. Click Allow.
6. Once connected Ebsta will display a green connected icon.
Configuration
- Only Cloud recordings from Zoom are processed. We recommend enabling auto-recording. Refer to this article from Zoom to learn more about auto-recording.
- Ebsta will only process recordings if the 'host' is an Ebsta user.
- To receive an audio transcript of the recording, please check Create audio transcript in your Zoom Settings.
- If you want a screen recording of participants, please check Record active speaker with shared screen in your Zoom Settings.
You can set up a channel to receive automated call summaries in Slack. Please refer to this article: