Meetings

Zoom + FlowForce

AI transcripts and summaries on every Zoom call

FlowForce Meeting Assistant joins Zoom calls, transcribes, and writes per-user AI summaries on the lead timeline. AEs close instead of retyping notes.

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Sync
FlowForce
MeetingsConnected
Meeting booked · synced to lead timeline
Deal stage updated · pushed to CRM
Reply detected · cadence paused

What you get

  • Auto-join from calendar events
  • Full transcript on meeting record
  • Per-attendee AI summary regeneration
  • Email notification when processing completes
  • Usage metered transparently on Pro

How to connect

  1. 1

    Connect Zoom and calendar in Integrations.

  2. 2

    Set auto-join policy per user or workspace.

  3. 3

    Assistant joins scheduled Zoom links.

  4. 4

    Transcript and summary attach to the lead after the call.

Connect Zoom to FlowForce.

OAuth setup takes minutes. Every touchpoint logs to the right lead automatically.