Zoom-CRM Custom Integration
Budget: $250 – $750 USD
I need a skilled developer to create a custom integration between Zoom and my Custom CRM (salestreamcrm.com). The main objective of this integration is to automatically add call summaries and meeting details to my CRM's notes, streamlining my workflow.
Key Requirements:
- Develop integration to log meeting details.
- Capture and log the following features in a call summary:
- Meeting agenda
- Action items
- Participants' details
- Phone call transcript summary
Ideal Skills and Experience:
- Experience with API integrations, especially between Zoom and custom CRMs.
- Familiarity with salestreamcrm.com is a plus.
- Proficiency in handling Zoom call data and CRM data entry.
- Strong documentation and communication skills.
Step 1: Set Up Zoom Marketplace App
Configure Webhook Subscriptions:
Subscribe to the following events:
Recording transcript files have completed (recording.transcript_completed): Triggered when a transcript is available for a cloud recording.
Meeting has been summarized (if available, e.g., via Zoom’s AI Companion or third-party apps like Read.ai): Triggered when a meeting summary is generated.
Zoom will send a validation request to your endpoint;
Enable Cloud Recording and Transcription:
Enable Audio Transcript in the recording settings to generate transcripts automatically for recorded meetings.
Step 2: Design CRM Data Integration
Define Data Storage:
In MY CRM, create fields or tables to store:
Transcripts: Store as text or a file reference (e.g., link to a downloaded VTT file).
Meeting Summaries: Store as text or structured data (e.g., JSON).
Associate transcripts and summaries with relevant contacts or business listings using meeting metadata (e.g., meeting ID, host email, or participant details).
CRM/other details will be shared. Here's what it looks like
https://www.youtube.com/channel/UCrb5R_7TZRXPtuN_MyDl7Xw
Key Requirements:
- Develop integration to log meeting details.
- Capture and log the following features in a call summary:
- Meeting agenda
- Action items
- Participants' details
- Phone call transcript summary
Ideal Skills and Experience:
- Experience with API integrations, especially between Zoom and custom CRMs.
- Familiarity with salestreamcrm.com is a plus.
- Proficiency in handling Zoom call data and CRM data entry.
- Strong documentation and communication skills.
Step 1: Set Up Zoom Marketplace App
Configure Webhook Subscriptions:
Subscribe to the following events:
Recording transcript files have completed (recording.transcript_completed): Triggered when a transcript is available for a cloud recording.
Meeting has been summarized (if available, e.g., via Zoom’s AI Companion or third-party apps like Read.ai): Triggered when a meeting summary is generated.
Zoom will send a validation request to your endpoint;
Enable Cloud Recording and Transcription:
Enable Audio Transcript in the recording settings to generate transcripts automatically for recorded meetings.
Step 2: Design CRM Data Integration
Define Data Storage:
In MY CRM, create fields or tables to store:
Transcripts: Store as text or a file reference (e.g., link to a downloaded VTT file).
Meeting Summaries: Store as text or structured data (e.g., JSON).
Associate transcripts and summaries with relevant contacts or business listings using meeting metadata (e.g., meeting ID, host email, or participant details).
CRM/other details will be shared. Here's what it looks like
https://www.youtube.com/channel/UCrb5R_7TZRXPtuN_MyDl7Xw