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With the Pickle Zoom integration, meetings will be pulled into Pickle instantly after they end. The calls will be transcribed and insights provided to help you gain a clear view into the voice of your customers.
Integrating with Zoom for your team is quick and simple. Just watch the video and/or follow the written steps below to complete your setup:
Note: to complete this integration the user MUST have the Zoom Pro plan at least & have Admin access.
First, you must be signed in to the admin version of Zoom and Pickle.
1. First, log in to your Zoom account. Navigate to the Admin section (on the left-hand side of your screen). Then go to User Management > Group Management.
2. Click "Add Group" (top right corner). Type in a group name and click "Add". The group name will now appear in the Groups list. Click "View" on the left-hand side. You will be taken to your new Group Settings.
3. Once in the Group profile, move down to the "Member" section. Click on the blue number "0" next to Total Members. The "Members" page will appear. Click "Add Members" (on the right side). Type in the name/email of the users you want to add to the Pickle account and select them when they appear. Once all the correct users are selected, click the "Add" button.
Note: If you do not see a user when typing them into the "Add Members" pop-up, it is because you don't have them as a User in your general Zoom Admin account. Add them in the "Users" tab (on the left-hand side) and then they will appear when you try to add them to the Group again.
4. Click back on the name of your Group in the top menu to return to the profile. Now we will turn on Live Streaming.