Zoom integration

Prerequisites

1. An active AI Sales Brain tenant and user account.
2. A Zoom account allowed to authorize Marketplace apps and create meetings.
3. Cloud recording enabled for recording processing.

Add the app

1. Sign in to AI Sales Brain and open Settings → Zoom.
2. Select “Connect Zoom”. You are redirected to Zoom’s authorization page.
3. Review the requested permissions and authorize AI Sales Brain.
4. Return to Settings and verify that the connected Zoom email is displayed.

How it is used

AI Sales Brain creates, reads, reschedules, and cancels meetings at your direction. After a recorded meeting, it retrieves participant information and MP4/M4A recording files for tenant-isolated processing. After a successful private copy and processing, the Zoom cloud recording can be deleted to minimize duplicate retention.

Troubleshooting

• If authorization returns an error, confirm that your Zoom administrator allows Marketplace apps, then reconnect from Settings.
• If cloud recording is unavailable, enable it in Zoom settings or use a Zoom plan that supports cloud recording.
• If a completed recording is delayed, keep the meeting in Brain; the service performs a fallback recording check.

Remove the app and delete Zoom authorization data

1. Open AI Sales Brain Settings → Zoom and select “Disconnect Zoom”.
2. Confirm the action. Stored OAuth tokens are deleted and the connection can no longer create or read meetings.
3. You can also remove AI Sales Brain from Zoom App Marketplace → Manage → Added Apps.
4. To request deletion of the full Brain account and retained meeting records, email info@wiin.agency from the account email.