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Release: Australia · Updated: 2026-07-09 · Official documentation · View source

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.

Parent Topic:Configure customer success