Connecting Zoom enables three things: scheduling Zoom meetings on the rep's own account from Laureo booking links, near-real-time linking of cloud recordings to CRM activities, and automatic ingestion of VTT transcripts and Zoom AI Companion summaries when the rep's plan includes them. Each rep connects their own Zoom account, matching how Google Workspace and Microsoft 365 are connected in Laureo.

Every permission below is exercised by Laureo. Nothing is requested that Laureo does not use.

• user:read:user — capture your Zoom user identifier, account identifier, email, display name, and plan tier at connection time. Used to route webhook events to the right CRM seat.
• meeting:read:list_meetings — list your upcoming Zoom meetings on the Laureo calendar surface.
• meeting:write:meeting — create a Zoom meeting on your behalf when a prospect books a call through one of your Laureo scheduling links.
• cloud_recording:read:list_user_recordings — date-range backfill of your cloud recordings. Runs every 15 minutes and on demand from the "Sync Recordings" button.
• cloud_recording:read:list_recording_files — fast-path fetch for a single meeting's recordings as soon as Zoom reports that the recording, or its transcript, has finished processing.

• Recordings — the video and audio files. Laureo keeps the file details and a link to where Zoom hosts the playback; the video itself is never copied into Laureo.
• Transcripts — the text transcript file, kept the same way.
• AI summaries — Zoom's own meeting summaries, when the rep's plan includes them and one was generated.

• Zoom Basic (free): meeting scheduling works. Cloud recording features do not, because Zoom Basic does not include cloud recording. The Zoom drawer in Laureo shows a "Pro+ account required for cloud recording" notice so the rep understands why recordings never appear.
• Zoom Pro and above: full feature set, including recording links, transcripts, and Zoom AI Companion summaries when available on the plan.

Zoom sends Laureo a notification when a meeting ends and again when each recording file finishes processing. Laureo verifies every notification against Zoom's signed timestamp inside a five-minute replay window before acting on it. The recording is matched as soon as that notification is accepted, rather than waiting for the next sweep. A background sweep still runs every 15 minutes, so anything a missed notification would have dropped is picked up on the following pass.

You can disconnect Zoom from either side:

• From Laureo: Settings → Integrations → Zoom drawer → Disconnect.
• From Zoom Marketplace: visit marketplace.zoom.us/user/installed and remove the Laureo app. Zoom tells Laureo, and Laureo cleans up the same way.

Either path revokes Laureo's access to your Zoom account straight away and removes the Zoom recordings, transcripts, and summaries it had synced, whether or not they were linked to a record. Your booking links keep working; Laureo simply stops creating Zoom meetings for them.

• Recordings are not appearing. Confirm the Zoom drawer shows your account as connected and that the "Auto-link Zoom recordings" toggle is on. If the drawer shows an "Additional permissions required" notice, use its "Reconnect Zoom" button to re-grant the recording permissions.
• An old recording is missing. The background sweep only looks at recordings since your last successful sync. Click "Sync Recordings" on the drawer to run a one-time sweep over the past 30 days.
• The drawer says a Pro+ account is required. The connected Zoom account is on the Basic (free) plan and cannot cloud-record. Either upgrade the Zoom account or accept that meeting scheduling works without recording sync.