Configure Zoom and touchpoint integration
Integrate Zoom with touchpoint records to schedule virtual meetings and generate AI-powered meeting summaries.
This integration uses the Zoom spoke and a bi-directional webhook to connect Zoom meetings to touchpoint records. After the integration is set up, customer success managers can schedule Zoom meetings from a touchpoint and automatically generate summaries when meetings end.
- Configure Zoom to create a touchpoint meeting summary
Set up the Zoom spoke integration and the bi-directional web hook to generate summaries for virtual touchpoint meetings.
Parent Topic:Configure customer success