Zoom Integration Guide

Adding the app

You'll need a Revenue OS account (owner or manager role) and admin rights on your company's Zoom account. Connecting as a Zoom admin lets Revenue OS list recordings for your whole team; without admin rights, only your own recordings are visible.

1. Log in to Revenue OS and open the Intel Suite → Capture tab.
2. Click Connect your recorder, then Connect Zoom.
3. A Zoom sign-in window opens. Sign in and review the requested permissions - the app asks for three read-only permissions: list your account's users, list cloud recordings, and download recordings you select.
4. Click Allow. The window closes and the import page updates by itself - no refresh needed.

Using the app

1. After connecting, the import page lists your team's cloud recordings from the last 30 days, each pre-tagged with the rep who hosted the call. (Local recordings saved to a computer don't appear - enable cloud recording in Zoom to capture them.)
2. Select the calls you want analyzed - nothing imports automatically - adjust any rep name, and click Import.
3. Each call is transcribed and scored in minutes. Larger batches finish within about 30 minutes; you can close the page and come back.
4. Scored calls appear in Submissions with coaching breakdowns; team-wide results roll up on the Team tab and, on trial accounts, in your day-7 team report.

Removing the app

1. Go to the Zoom App Marketplace and sign in.
2. Click Manage → Added Apps (account admins: Admin App Management).
3. Find Revenue OS Intel Import and click Remove.

Removal immediately revokes the app's access - Revenue OS can no longer see or download anything from your Zoom account. Recordings you already imported remain in your Revenue OS account under our retention policy: audio auto-deletes 90 days after import, and you can have any or all recordings deleted within 72 hours by emailing support@jordanstupar.com. If your account becomes inactive, recordings are deleted within 30 days automatically.

Troubleshooting

1. "Could not read your recordings": click Reconnect Zoom on the import page - this runs a fresh authorization and fixes revoked or expired access.
2. Only your own calls appear: the person who connected isn't a Zoom account admin. Reconnect using an admin's Zoom login to see the whole team.
3. A call is missing: it may be a local (non-cloud) recording, or older than 30 days.
4. Anything else: support@jordanstupar.com - responses within one business day.