Zoom

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.

To connect your Zoom account, select ⚙️ Settings → Integrations in the sidebar. Locate Zoom in the integrations list and select Connect.

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.e

Once you have connected your Zoom account, you can import recordings into Dovetail notes where it can be stored, played back by your team.

If you wish to disconnect Zoom account from Dovetail, select ⚙️ Settings → Integrations. Locate Zoom in the integrations list and select Disconnect.

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 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.