Setup guide

1. Install on Zoom

Click Install on Zoom on the home page and approve as a Zoom account admin. The app needs read access to meetings, past participants, cloud recordings (transcript only), AI Companion summaries, and the host's user record.

2. Connect Calendly

In Calendly → Integrations → API & Webhooks, create a Personal Access Token and paste it into the setup page. We register one organization-level webhook so every team member's bookings are matched. Your Calendly event types must use Zoom as the location.

3. Connect HubSpot

Click Connect HubSpot and approve. We create Meetings, Notes, and Tasks on Contacts and read Owners to assign the rep. We never delete anything.

What gets logged

A Meeting engagement on the contact: title, outcome (Completed / No-show), AI summary, next steps, attendance, recording link, transcript excerpt.
A Note with the full transcript (toggle off in settings).
A Task per AI next step, plus a "Reschedule" task on no-shows.

Requirements

Zoom cloud recording with audio transcript enabled (paid Zoom plan). AI Companion summary is optional but recommended.

Uninstall

Remove the app from Zoom Marketplace → Manage → Installed Apps. We receive the deauthorization event and purge all your tokens and meeting data immediately.