Every Call, Automatically
Transcribed and Filed.
We sync recorded Zoom calls straight into Salesforce — AI-generated transcripts, searchable notes, and follow-up tasks attached to the right Contact automatically.
- Recording Captured SYNCED
- AI Transcript Generated PROCESSED
- Linked to Contact FILED
Every Conversation, Searchable
Stop relying on memory or hand-typed notes. The full history of every call lives on the record automatically.
Zero Manual Uploads
Recordings and transcripts pull automatically as soon as a Zoom call ends — no one has to remember to attach a file.
Searchable AI Transcripts
Full-text search across every past client conversation — find the exact call where a commitment was made.
Action Items Extracted
Key follow-ups from the call are pushed into Salesforce Tasks automatically, assigned to the right rep.
From Call to Filed Record
We connect Zoom's cloud recording and AI transcription directly to the Contact, Opportunity, or Case a call belongs to.
No one on your team needs to touch a file — the connection between the call and the record is made automatically.
Integration Flow
Call Ends on Zoom
The recording and AI transcript are generated in the cloud automatically.
Synced to the Matching Record
The transcript is matched to the correct Contact or Opportunity by attendee email.
Tasks Auto-Generated
Follow-up items pulled from the transcript are created and assigned inside Salesforce.
Schedule Your
Zoom Integration Audit
We'll show you exactly how your recorded calls can start filing themselves. Absolute zero obligation.
Direct On-Shore Architecture Specialist Consultation