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Integration Guide

Zoom Integration

Welcome to our Zoom integration guide! Connecting your Zoom account allows AskElephant to automatically capture insights from your meetings, generate summaries, and update your CRM. Everything you need to know is here.

Got questions or running into issues? Contact our support team.

How to Connect to Zoom

Follow these steps to connect your Zoom account to AskElephant.

1

Log in to AskElephant

Go to app.askelephant.ai and sign in with your account credentials.

2

Click "Preferences" in your AskElephant account

Click on your name in the bottom-left corner and select "Preferences".

Screenshot of AskElephant showing the Preferences menu option in the bottom-left corner
3

Navigate to "Connected Accounts"

In the Preferences panel, find the "Connected Accounts" section. You will see a list of available integrations including Zoom.

Screenshot of the Connected Accounts section in AskElephant Preferences showing Zoom integration
4

Click "Connect" next to Zoom

Click the "Connect" button next to the Zoom integration. This will redirect you to Zoom's authorization page.

5

Authorize AskElephant on Zoom

On Zoom's authorization page, review the permissions requested by AskElephant. Click "Allow" to grant access.

Note: You may see an optional checkbox for shared access permissions. This is optional and not required for the integration to work.

6

You're connected!

After authorizing, you will be redirected back to AskElephant. The Zoom integration will now show as "Connected" in your Connected Accounts list. AskElephant will automatically start capturing insights from your Zoom meetings.

Disconnecting Zoom

If you need to disconnect your Zoom account from AskElephant, follow these steps.

1

Go to Preferences

Click on your name in the bottom-left corner of AskElephant and select "Preferences".

2

Find Zoom in "Connected Accounts"

Navigate to the "Connected Accounts" section in your Preferences.

3

Click "Disconnect"

Click the "Disconnect" button next to the Zoom integration. Your Zoom account will be unlinked from AskElephant.

Need Help?

If you have questions or run into any issues connecting your Zoom account, our support team is here to help.