Integrating Zoom with Pickle

Overview

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 is quick and simple. Just watch the video and/or follow the wrtten steps below to complete your setup:

Note: To complete this integration the user MUST have Admin access in Zoom and Pickle!

How to Connect Zoom to Pickle (Video)

Watch Video



Zoom Setup

For this integration to work, you must be signed in to the admin version of Zoom and Pickle.

Step 1: Create a Group in Zoom

1. First, log into your Zoom account. Navigate to the Admin section (on the left-hand side of your screen). Then go to User Management > Group Management.

Zoom Group Managment Settings

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.

Create a Zoom Group

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.

Add Members to Group

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 Automatic Recording.

Step 2: Turn on Automatic Recording

1. In the top menu of the Group profile, move over to "Recording". Scroll down to the section labeled "Automatic recording".

2. Toggle the switch on (turns from grey to blue). Select the "Record in the cloud" option. Hit the "Save" button. Click the lock button (on the left-hand side).



Turning on Automatic Recording

Step 3: Turn on Live Streaming

1. In the top menu of the Group profile, move over to "Meeting". Click "In Meeting (Advanced)" in the Table of Contents. Scroll down to a section labeled "Allow livestreaming of meetings".

2. Toggle the switch on (turns from grey to blue). Once you do, 4 options will appear:



Uncheck Facebook, Workplace by Facebook, and YouTube. And the check "Customer Live Streaming Service". Then click "Save".



Turning on Live Streaming

Congratulations! We are done setting up the Zoom side of things.



Pickle Setup

Follow these steps within your Pickle app on your desktop to authenticate & enable the integration:

1. To activate the Zoom integration within the Pickle App, login to your Pickle account at https://app.pickleai.com and navigate to the integrations page located on the side navigation bar (on the left-hand side).

Navigating to Integrations

2. On the integrations page, click on the ‘Connect’ button in the Zoom card.



3. After clicking on connect, you will be asked to authorize Pickle, click authorize.

Authenticating your Zoom Account

4. Once connected, the integration will be added to the “active integrations” table with a status of active.



Uninstalling within Zoom

If you wish to uninstall the app from your Zoom account, follow these instructions in your Zoom account

1. Log in to your Zoom account and navigate to the Zoom app marketplace
2. Click Manage > Installed Apps or search for the Pickle app
3. Click on the Pickle app
4. Click "Uninstall"

Uninstalling within Pickle

If you wish to uninstall Zoom within the Pickle app, follow these instructions in your Pickle account.

1. Move to the integrations page in the navigation bar.

2. Find Zoom and press the ‘Disconnect’ button to the right side of your screen.



Troubleshooting / Contacting Support

If you are having an issue with your Zoom integration, chat into the support bubble in the app or send us an email at support@pickleai.com. We will get back to you within 24 hours.

Contact Us on In-App Chat!

Thank You!

That’s it! You’re done with the Pickle Zoom integration. Enjoy!
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