Skip to main content

How to connect, use and remove Zoom in Sally AI

Once your Zoom account is connected, Sally can read your scheduled Zoom meetings and join them (with the right permissions) without a separate invitation. Your Zoom meetings then show up in Sally alongside the events from your other calendars.

This guide walks through all of it: what the integration does, what you need before you start, how to add it, how to remove it again, what happens to your data afterwards and where to get help if something goes wrong.

Quick navigation

  1. What the Zoom integration does
  2. What you need before you connect
  3. How to connect Zoom
  4. After the connection
  5. Good to know
  6. How to remove the Zoom integration
  7. Troubleshooting
  8. Frequently asked questions
  9. How to reach our support team

1. What the Zoom integration does​

The integration is a calendar connection. Sally reads the meetings you have scheduled in Zoom and treats them like events from any other calendar. Here is what you get:

  • Your scheduled Zoom meetings appear in Sally: You schedule a customer call in the Zoom web portal, and it shows up in your Sally calendar, with no invitation to forward and no link to paste.
  • You choose which calendars are synced: If there are several calendars in your Zoom account, you switch them on one by one, so only the meetings that matter end up in Sally.
  • Sally joins your Zoom meetings automatically: You no longer have to add her to your weekly team meeting every single time. She reads the calendar entry and is in the meeting on time, as long as automated attendance is switched on for it.
  • A transcript and a summary follow every meeting: After the call you find the transcript and the summary in Sally, exactly as you would for a meeting from any other calendar.

Connect Zoom if one of the following applies to you:

  • You schedule your meetings directly in Zoom (web portal or desktop app) and not through a calendar app.
  • Your Zoom meetings do not appear reliably in the calendar you already connected to Sally.
  • You want Sally to join your Zoom meetings automatically, without having to add her manually each time.

If all of your Zoom meetings are already in a connected Outlook, Google or Apple calendar, you do not need this integration. Sally recognizes the Zoom link in the calendar entry anyway.

2. What you need before you connect​

  • A Sally account: You need access to Settings → Integrations in Sally. If you do not have an account yet, you can create one while adding the app. The calendar connection is personal, so it syncs only the meetings of the Zoom account you sign in with, and only into your own Sally calendar.
  • The Zoom account you actually schedule with: Sally sees the meetings that belong to the connected account. Zoom's free Basic plan is enough, so you do not need a paid plan.
  • Permission to add apps to your Zoom account: Many organizations only allow apps that an administrator has approved. If your Zoom account blocks the app, an administrator has to approve it first or add it for the whole account.
  • Nothing to install: The connection runs in the browser. There is no download, no plugin and nothing to change in your Zoom client.

3. How to connect Zoom​

You can start from either side. Inside Sally, the connection is set up under Settings → Integrations, which is the path below. If you start from the Sally AI listing in the Zoom App Marketplace instead, Add takes you to Sally first, where you sign in or create an account, and from there the same steps apply.

  1. Open Settings in the left sidebar.
  2. Select Integrations.
  3. Click Add integration.
  4. Open the Video conferencing category, find the Zoom card and click Connect.
  5. Sign in with your Zoom account and confirm the requested permissions. Sally asks for read access only:
    • View a user (user:read:user): your name and email address, so Sally can tie the connection to the right Zoom account.
    • View a user's meetings (meeting:read:list_meetings): the list of meetings you have scheduled, with title, start time, duration and join link, so Sally can show a meeting and join it on time.
  6. Once you are signed in, Zoom sends you back to Sally, and the new connection appears under Video conferencing on the Integrations page.

Sally does not create, change or delete anything in your Zoom account, and she does not use Zoom's cloud recording. She joins a meeting like a regular participant and records the audio herself.

Info

Use the Zoom account you actually schedule your meetings with. If you connect a different account, Sally only sees the meetings that belong to that account.

If one of these steps does not work as described, Troubleshooting covers the cases we see most often.

4. After the connection​

Once Zoom is connected, you can switch on each of its calendars directly in Sally. Only the calendars you switch on are synced, so you decide which meetings end up in Sally.

Your scheduled Zoom meetings then appear in your Sally calendar, together with the events from your other connected sources.

Info

The first synchronization can take a few moments. If your meetings do not show up right away, restart Sally or start the synchronization manually on the Integrations page.

With the connection in place, you decide whether and when Sally joins your meetings automatically.

5. Good to know​

  • Only scheduled meetings are synced: Instant meetings that you start on the spot in Zoom have no calendar entry, so there is nothing to sync. For those, add Sally via the meeting link.
  • Meetings hosted by other people only reach Sally if they belong to your Zoom account or to one of your connected calendars.
  • Meetings for signed-in participants only: If your organization restricts Zoom meetings so that only authenticated users may join, Sally needs a Zoom login of her own. The setup is described under Zoom credentials.
  • You can combine several providers: The Zoom connection works alongside your Outlook, Google or Apple calendar. If a meeting comes in from both sources, Sally still joins only once.

6. How to remove the Zoom integration​

You can end the connection from either side, in Sally or in your Zoom account. Either one is enough, and both have the same result: Sally loses access to your Zoom account.

6.1. Remove the connection in Sally​

  1. Open Settings → Integrations.
  2. Under Video conferencing, open your Zoom connection.
  3. Click Disconnect in the top right corner and confirm.

6.2. Remove the app in your Zoom account​

  1. Sign in to your Zoom account and open the Zoom App Marketplace.
  2. Open My library, or Manage and then Added Apps if you are on the classic Marketplace view.
  3. Find the Sally AI app in the list of your added apps.
  4. Under Actions, click Remove and confirm.

If your Zoom administrator added the app for the whole account, only an administrator can remove it there.

6.3. What changes after you remove it​

  • No new Zoom meetings reach Sally. Meetings you schedule in Zoom after that are not synced any more, so they no longer appear in your Sally calendar.
  • Sally stops joining those meetings automatically. If the same meeting is also in a connected Outlook, Google or Apple calendar, she keeps joining it from there. And you can always add her manually via the meeting link.
  • Past meetings stay in Sally. Their recordings, transcripts and summaries remain available in your workspace, as described under what happens to your data.
  • You can reconnect at any time. The steps are the same as in How to connect Zoom. You then have to switch your calendars on again.

6.4. What happens to your data​

  • Access to Zoom ends immediately. The authorization stored for the connection is removed, so Sally can no longer read anything from your Zoom account.
  • Data that is already in Sally stays until you delete it. Removing the app does not touch the recordings, transcripts and summaries of past meetings. You can delete them yourself at any time, or let an automatic deletion rule take care of it.
  • You stay in control. We carry out deletion requests within 5 business days, and everything is deleted within 30 days after your contract ends. The details are in Data retention & deletion and in Your rights. For questions about your data, write to privacy@sally.io.

7. Troubleshooting​

  • Zoom is not in the catalog: After you click Add integration, open the Video conferencing category, or use the search field at the top. If Zoom is still missing, your Zoom account may be blocking Marketplace apps, and an administrator has to approve the app.
  • The Zoom sign-in shows an error, or you end up back in Sally without a connection: You were probably signed in with a different Zoom account. Sign out at zoom.us and start again at step 1. A pop-up blocker or blocked third-party cookies can also interrupt the redirect, so allow both while you set up the connection.
  • The connection is there, but no meetings appear: The first synchronization takes a moment. On the Integrations page, check that the calendar is really switched on, then start the synchronization manually.
  • Only some of your meetings appear: Instant meetings have no calendar entry and cannot be synced. Meetings that someone else scheduled belong to that person's account, so they only reach Sally through a shared calendar.
  • A meeting appears twice: The same meeting is coming in through Zoom and through another connected calendar. It does no harm, because Sally still joins only once.
  • Sally does not join a synced Zoom meeting: Check the settings for automated attendance first. If the meeting only admits authenticated participants, Sally needs her own Zoom credentials.
  • The meeting is over, but there is no transcript or summary: Sally does not use Zoom's cloud recording, so nothing turns up under Recordings in Zoom. You find the recording, the transcript and the summary in Sally, on the meeting itself. If the meeting is missing there too, Sally never joined it, and automated attendance is the place to look.
  • The connection stopped working: A changed Zoom password, a revoked authorization or a removed app ends the connection. Set it up again, the steps are under How to connect Zoom.
  • The wrong Zoom account is connected: Disconnect the integration, sign out at zoom.us, then connect again with the right account.

If none of this helps, our support team is one ticket away.

8. Frequently asked questions​

Which permissions does Sally get in my Zoom account? Two read-only scopes, nothing else: user:read:user for your profile and meeting:read:list_meetings for the meetings you have scheduled. Sally does not create, change or delete meetings, and she does not use Zoom's cloud recording. Zoom shows you both scopes on the consent screen in step 5.

Can I revoke the authorization later? Yes. You can end the connection in Sally or remove the app in your Zoom account at any time, both are described under how to remove the Zoom integration.

Do I need a paid Zoom plan? No. Zoom's free Basic plan is enough for the calendar connection and for Sally to join your meetings.

Does Sally use Zoom's recording function? No. She joins the meeting like a regular participant and records the audio herself, so nothing ends up in your Zoom cloud.

Can several people on our team connect their own Zoom accounts? Yes. Every connection is personal and only covers the meetings of the account it was set up with.

Does connecting Zoom change anything for the other participants? The connection itself changes nothing. In the meeting, Sally appears as a participant, so everyone can see that a note taker is there. What she does during the meeting is covered under how Sally joins your meetings.

How do I keep Sally out of a single meeting? Switch her attendance off for that meeting, or remove her while it is running, as described under remove Sally from a meeting.

Does the Zoom connection send me emails? The connection itself sends none. Separately from it, Sally can email you the summary after a meeting, and you decide whether she does.

Where can I see how our data is processed? Hosting, subprocessors, retention periods and certifications are documented under Privacy & Security.

9. How to reach our support team​

Support runs inside Sally. Open Settings → Support tickets, then start your request with New ticket. Every reply stays under one ticket number. Support tickets walks you through the form and lists our support hours, our response times and every way to reach us.