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Zoom integration guide

Turn Zoom conversations into evidence-based coaching.

Parslee Sales Trainer imports selected Zoom cloud recordings and transcripts, then scores each conversation against your team's scorecard. This guide covers adding, using, and removing the integration.

Add the integration Removal instructions
Read-only Zoom permissions
Cloud recordings and transcripts
Evidence-cited scorecards

Before you begin

What you need

A Parslee Sales Trainer organization administrator account

A Zoom owner or administrator who can approve account-level apps

Zoom cloud recording enabled for the meetings you want to score

A Trainer scorecard and sales-representative roster

Sales Trainer must be enabled by Parslee for your organization. If it is not enabled yet, request Sales Trainer access.

Step 1

Add Parslee Sales Trainer

  1. 1

    Sign in to Parslee Sales Trainer as an organization administrator, then open Integrations.

  2. 2

    Select Zoom (Meetings), then choose Connect with Zoom (Meetings).

  3. 3

    Sign in to Zoom with an account owner or administrator who can approve account-level apps. Review the requested read-only access, choose Allow, and Zoom will return you to Trainer.

Step 2

Import and score Zoom meetings

  1. 1

    In Trainer, open Calls and choose Import from my phone system / meetings.

  2. 2

    Choose Zoom (Meetings), set the date range, and select the cloud-recorded meetings you want to import.

  3. 3

    Match the Zoom participants to the right sales representatives, choose the scorecard, and confirm the import. Trainer will prepare the transcript and score the call.

  4. 4

    Open the scored call to review evidence-cited feedback. If Zoom has no native transcript, Trainer can transcribe the recording audio before scoring it.

Data access

What the integration can read

Read-only by design

Parslee requests read-only Zoom permissions to list account users, locate cloud recordings, download selected recording files, and retrieve meeting transcripts. It does not modify meetings, recordings, or users, and it cannot start, stop, or schedule Zoom meetings. This Sales Trainer OAuth app is separate from Parslee's meeting bot and does not use the Zoom Meeting SDK.

Imported content is handled under Parslee's Privacy policy. Disconnecting stops future access. Removing the app in Zoom revokes its Zoom authorization. Calls already imported remain in Trainer after disconnecting so your coaching history stays available. To request deletion, email support@parslee.ai.

Step 3

Remove Parslee Sales Trainer

  1. 1

    In Trainer, open Integrations and select Zoom (Meetings).

  2. 2

    Choose Disconnect, then confirm. Trainer stops using the Zoom connection and stops accessing new Zoom data.

  3. 3

    To remove Zoom's authorization too, open the Zoom App Marketplace, go to Manage → Added Apps, find Parslee Sales Trainer, and choose Remove.

Troubleshooting

If a meeting does not appear

  • Confirm the meeting was recorded to the Zoom cloud, not only to a local computer.
  • Check that the connected Zoom account owns or can access the recording.
  • If authorization expired or was revoked, disconnect and reconnect Zoom (Meetings) from Integrations.
  • Allow Zoom time to finish processing a cloud recording and transcript before importing it.

Still need help?

Include the Zoom account email, the meeting date, and the approximate time of the attempt so the support team can find the right request.

Contact Parslee support