Zoom

Call Intelligence Keep customer conversations part of the account story.

A customer shares an adoption challenge, agrees on a next step, or raises a question about renewal. Bring those conversations into Cust so your team can pick up where the last meeting left off.

Cust imports meeting summaries from Zoom Revenue Accelerator and AI Companion, then connects them to the matching customer's timeline. Key points and next steps sit alongside the account context your team already works from.

The integration is read-only. Cust imports available summaries and meeting details, without changing your Zoom meetings or importing recordings and full transcripts.

Turn meeting summaries into shared customer context

Two sources of meeting summaries

Import Revenue Accelerator conversation summaries and next steps, plus AI Companion recaps for other meetings. When both are available, Cust uses the Revenue Accelerator summary.

Conversations on the right account

Cust matches summaries to calendar meetings using the Zoom link and start time, then falls back to participant emails to find the right contacts and company.

Key points and next steps together

Review the meeting's key points and action items on the customer timeline. Give your team the context to follow up, support adoption, and keep customer relationships moving.

Connect Zoom to your customer context

1

Approve the connection

In Cust, open Settings, then Integrations, and choose Zoom. A Zoom account admin authorizes the connection. Enable AI Companion meeting summaries in Zoom for the meetings you want to import.

2

Add Revenue Accelerator

If your team uses Revenue Accelerator, connect with an admin who can view its conversations and approve the optional permissions. You can also use Cust with AI Companion summaries alone.

3

Keep the account up to date

Cust imports available summary history, then checks for new summaries every 15 minutes. Matched meetings appear on customer timelines once Zoom has generated their summaries.

Read the Zoom setup guide and requirements

Bring the conversation into the account.

Connect Zoom to keep meeting summaries and next steps with your customer context, or see how Cust helps your team give every customer the attention they need.

Need help? Contact us at [email protected]