Zoom

Connect Zoom meetings with dialnote

Zoom is a go-to for video meetings, and a native Zoom integration is on our roadmap. It's not built yet — but you can already use Zoom as a meeting location for AI agent bookings, and you can push call data into Zoom Chat with Zapier.

What it'll do later#

The native integration will let you log Zoom meetings alongside dialnote calls so your full communication history sits in one timeline, and post AI call summaries to a Zoom Chat channel after each call. We'll update this page when it ships.

Use Zoom for AI agent meetings today#

If your AI voice agents book meetings through Calendly or Cal.com, Zoom can be the meeting location. When a caller asks to schedule, the agent books the event and the calendar provider attaches the Zoom link.

Here's the setup:

  1. Connect Zoom as a location in your Calendly or Cal.com account.
  2. Create (or pick) an event type that uses Zoom as its location.
  3. In dialnote, open your AI agent, go to the Actions step, and add a Book Meeting action.
  4. Select your connected scheduling account and that event type.

The agent's Meeting Location is a single-select dropdown pulled from the event type's configured locations, so pick the Zoom option there. See the calendar integrations guide for the full flow.

Push call data to Zoom Chat with Zapier#

Want call activity to land in a Zoom Chat channel? Use Zapier.

  1. Go to Settings → Webhook Management in dialnote and copy your Zapier API key.
  2. In Zapier, create a Zap with dialnote as the trigger app.
  3. Pick a trigger: New Call Log (call_log) or New Call Recording (call_recording).
  4. Choose Zoom as the action app and Send Chat Message.
  5. Map the fields you want — caller name, phone number, duration, summary, recording link.

What's Next#

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