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Zoom Integration

Connect BuildBetter with Zoom to automatically record, transcribe, and analyze your Zoom meetings.

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Features

  • Automatic Recording: Record all Zoom meetings automatically
  • Calendar Sync: Schedule recordings based on calendar events
  • Participant Tracking: Automatically identify and track meeting participants
  • Real-time Analysis: Get instant insights during and after meetings
  • Cloud Storage: Secure storage and management of all recordings

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Setup Guide

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Prerequisites

  1. Zoom Account Requirements:

    • Pro, Business, or Enterprise account
    • Admin access to install apps
    • Recording permissions enabled

  2. BuildBetter Requirements:

    • Active BuildBetter account
    • Admin privileges

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Installation Steps

  1. Install Zoom App

    • Go to Settings > Integrations in BuildBetter
    • Click “Connect” under Zoom
    • Authorize the BuildBetter Zoom app
    • Grant necessary permissions

  2. Configure Settings

    • Choose recording preferences
    • Set up automatic transcription
    • Configure participant mapping
    • Set storage retention policy

  3. Test Integration

    • Schedule a test meeting
    • Verify recording starts automatically
    • Check transcription and analysis

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Install BuildBetter in Zoom Marketplace

  1. Sign in to the Zoom Marketplace.

  2. Go to BuildBetter for Zoom.

  3. Click Install or Request pre-approve.

If you see the Request pre-approve option instead that means that your account owner or admin needs to approve the app before it can be installed. Click Request pre-approve to send a request to your owner/admin. To learn more about how to configure pre-approval click here or pre-approving integrations click here.

  1. Click Authorize.

  2. Click Launch Zoom.

  3. Within Zoom, click on “Apps”

  4. BuildBetter should show up there to open.

For troubleshooting and more information please visit or contact Zoom here.

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Uninstallation

To uninstall an app on an account, navigate to the app by going to Manage > Installed Apps > and click Uninstall.

Clicking Uninstall will prompt a confirmation to remove the app. Users have the option to grant or deny permission for the app developer to retain their data. If consent is granted, the data will not be deleted. If permission is not granted, the developer is required to follow the Marketplace Data Compliance requirements and delete the data within 10 days of app removal.

If BuildBetter for Zoom is preapproved, you can disable preapproved apps by following these instructions.

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Configuring pre-approval

To have more control over Integrations used by members of the account, an admin can require pre-approval before they can be installed. The admin can pre-approve apps that are already cleared for use, or members of the account can request approval, which will notify admins of the request.

Note: Pre-approval will be required by default when you create an account. If you do not want apps to be pre-approved before they can be installed by users, you can change your permissions after your account is made.

  1. Sign in to the Zoom web portal.
  2. In the navigation panel, click Advanced, then App Marketplace.
  3. In the top-right corner of the Marketplace, click Manage.
  4. In the My Admin Dashboard section, click Permissions.
  5. Verify that Require all the apps that are listed on Zoom App Marketplace to be pre-approved is enabled.
  6. If the setting is disabled, click the toggle to enable it. If a verification dialog displays, click Turn On to verify the change.
  7. (Optional) Check the Exclude apps created by Zoom to exempt Zoom-created apps from pre-approval by an admin.
  8. (Optional) Check the Exclude apps created by my account members to exempt apps created by a member of your organization from pre-approval by an admin.

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Pre-approving integrations

Owners or admins can search for apps on marketplace and pre-approve them. Once an app is pre-approved, it can be installed by other users on the account.

Note: If you have not approved an app in the App Marketplace, users on your account can request to install the app. If this occurs, you will receive an email from noreply@zoom.us with further details.

  1. Sign in to https://marketplace.zoom.us/.
  2. Search for an app and click on the icon to select it.
  3. Click the status toggle to pre-approve the app.

You can also review your pre-approved apps and check pre-approval requests from the Manage section.

  1. Click Manage.
  2. Click Pre-Approved Apps to review a list of apps you have pre-approved.

  1. Click App Requests to check pre-approval requests from your users.

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Disable Pre-approved Apps

If an admin has pre-approved an app, it can be disabled by navigating to that app in the Marketplace and switching off the Pre-approve setting when needed.

Note: this will disable the app from all users in your account and should only be done if necessary.

To learn more about approvals and permissions please visit Zoom or contact their support here.

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Usage

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Recording Meetings

  1. Schedule a Zoom meeting as normal
  2. BuildBetter will automatically:
    • Start recording when meeting begins
    • Transcribe the conversation
    • Analyze content in real-time
    • Store recording securely

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Managing Recordings

Access your recordings:

  • View in BuildBetter dashboard
  • Search transcripts
  • Share with team members
  • Export to other tools

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Advanced Features

  • Live Analysis: Real-time sentiment and topic tracking
  • Speaker Recognition: Automatic speaker identification
  • Custom Triggers: Set alerts for specific topics or keywords
  • Integration Rules: Configure when to record based on criteria

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Permissions

BuildBetter requires these Zoom permissions:

  • Meeting recording access
  • Participant information
  • Calendar access
  • User management

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Troubleshooting

Common issues and solutions:

  1. Recording Not Starting

    • Check Zoom permissions
    • Verify meeting settings
    • Ensure correct account connection

  2. Missing Transcripts

    • Check audio quality
    • Verify language settings
    • Confirm processing status

  3. Participant Issues

    • Update participant mapping
    • Check name formats
    • Verify CRM sync settings

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Security

  • End-to-end encryption
  • SOC 2 compliance
  • GDPR compliance
  • Regular security audits

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Resources

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Support

Need help? Contact us: