Zoom
Lets the Salesfinity AI Companion read your Zoom meetings and recordings and schedule meetings on request, with approval before it books.
What the Zoom integration does
Salesfinity's Zoom integration lets the AI Companion read your Zoom meeting schedule, retrieve recordings and their transcripts, and create meetings when you ask it to. It is connected through Composio at the assistant level, which means the Companion acts in Zoom on your behalf in response to a request. It is not a recording pipeline: Salesfinity records and transcribes phone calls made through its own dialer, and Zoom meetings stay in Zoom.
Meetings
List your upcoming and past Zoom meetings
Retrieve the details of a specific meeting, including its join link and participants
Create a meeting and return the invite link
Update the time or title of a meeting you own
Recordings
Find cloud recordings for a past meeting
Retrieve a recording transcript where Zoom has produced one
Summarize what was discussed in a meeting you point the Companion at
Scheduling, updating, and deleting meetings are write actions and are shown to you for approval before they run.
Common use cases
Booking the demo the moment a cold call converts
A parallel dialing session produces a live prospect who agrees to a demo. Instead of leaving the flow, ask the Companion to create a Zoom meeting at the agreed time and hand back the link, then approve it and paste the link into the follow-up.
Preparing for a demo using what was said on the cold call
The first conversation was a Salesfinity phone call with a transcript; the demo is on Zoom. Ask the Companion to summarize what the prospect said on the call and pull the details of the upcoming Zoom meeting, so whoever runs the demo knows the context before joining.
Reviewing a discovery call recording after the fact
Ask the Companion to fetch the transcript of a specific Zoom cloud recording and pull out the objections raised. This gives managers a way to look at meeting conversations alongside the AI call scoring Salesfinity already runs on dialer calls.
How to connect Zoom to Salesfinity
In Salesfinity, open Settings → Integrations.
Select Zoom from the Composio-connected apps and choose Connect.
Sign in to Zoom and approve the requested meeting and recording permissions.
Confirm the connection returns to Salesfinity and shows as active.
Ask the AI Companion to list your upcoming meetings to verify access.
Frequently asked questions
Does Salesfinity record my Zoom meetings?
No. Salesfinity records and transcribes calls placed through its own dialer. Zoom meeting recording is done by Zoom, and this integration only retrieves recordings Zoom has already made and stored in the cloud.
Does the Zoom integration sync contacts or calling lists?
No. It is assistant-level and does not sync records. Contacts for the dialer come from a native CRM integration such as Salesforce or HubSpot, a CSV upload, or List Builder.
Will the Companion schedule meetings without asking?
No. Creating or changing a meeting requires your approval first. The Companion shows the proposed time, title, and invitees before booking anything.
Are Zoom meetings scored by Salesfinity's AI call scoring?
No. AI call scoring runs on calls placed through the Salesfinity dialer. The Companion can read and summarize a Zoom transcript on request, but that is a chat response, not a scored call record.
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