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What Zoom adds to Halo

Zoom is an ingest-only integration:
ModeWhat it does
IngestSync meeting transcripts and recordings into Halo. Transcripts are matched to known customers by participant email and become searchable knowledge.
This means the AI can reference what was said in a customer call when answering future questions. Enterprise teams find this especially useful for kickoff conversations, technical discussions, and demos. Connect at Integrations > Zoom.

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Setup

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Connecting

Click Connect Zoom. You’ll be redirected to Zoom’s OAuth consent screen. Required scopes include:
  • cloud_recording:read:* — read cloud recordings and transcripts
  • meeting:read:* — read meeting metadata
  • user:read:* — identify Zoom users
After approval, Halo registers a webhook automatically and triggers an initial sync of recent meetings.

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Webhook

Webhook endpoint: POST /api/integrations/zoom/webhook Verification:
  • URL validation: HMAC of plainToken with ZOOM_WEBHOOK_SECRET_TOKEN
  • Real events: HMAC v0:{timestamp}:{body}
Real-time event processed:
  • recording.transcript_completed — when a meeting transcript becomes available, Halo enqueues it for processing
The webhook resolves your org by zoom_account_id on team settings.

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Ingest mode

When ingest is on, Halo syncs:
DataWhere it lands
Meetingsmeetings table with provider: zoom, linked to customers via participant email matching
TranscriptsIndexed in your knowledge base under zoom:
Distilled transcriptsOptional summarization pass adds entries under distilled:zoom:

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Customer matching

When a Zoom meeting transcript syncs, Halo matches participant emails against your end_users and companies tables. Successful matches link the meeting to the customer record, making it visible on the company detail page and accessible to the AI as customer-scoped context. If no participant email matches a known customer, the transcript still ingests as general knowledge (helpful for FAQ-style internal meetings).

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Sync behavior

  • First connect: pulls recent meetings (configurable lookback window)
  • Cron: hourly background sync (cronSync: true)
  • Webhook: real-time on transcript completion
  • Manual sync: button on the integration detail page

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Knowledge contributions

Zoom transcripts are distillable — Halo runs an additional pass to extract structured insights:
  • Customer pain points and feature requests
  • Action items
  • Pricing discussions
  • Product feedback
Distillation can be controlled via Learning Rules — for example, a rule to focus on action items and skip small talk.

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Stats

The integration page shows:
  • Total meetings synced
  • Linked meetings (those associated with known Halo customers)
  • Recent transcript activity
  • Last sync time

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Where to go next

Fathom

Alternative meeting recorder with the same ingest behavior.

Learning Rules

Filter what gets learned from meeting transcripts.

Knowledge Overview

The full knowledge ingestion pipeline.