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Zoom integration

SalesAsk + Zoom integration

SalesAsk records and coaches your virtual sales meetings. Add the app from the Zoom App Marketplace, paste the meeting URL, and the bot joins.

Integrations

Salesask works with who you work with.

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What you get from every Zoom call

SalesAsk works from the bot's first meeting. This is what comes out of a Zoom call, and what syncs to your CRM.

Meeting summariesA written summary of what happened on the call, attached to the right record.
Action itemsEvery commitment made in the conversation, pulled out and listed for the rep.
Coaching scoresHow the call scored against your own sales playbook, step by step.
Next stepsThe agreed next move, set automatically instead of remembered later.
CRM notesNotes written for the rep, which removes the biggest source of CRM data errors: manual input.
Deal stage updatesThe deal stage moved to match what was actually agreed on the call.
Drafted follow-upsA personalised follow-up drafted from the real conversation, ready for the rep to send.
SalesAsk scorecard showing AI process steps completed, meeting score and talk ratio per rep

The SalesAsk scorecard. Every call graded against your own sales steps.

Who the Zoom integration is for

SalesAsk is built for home builders, home services and home improvement companies. These are the teams who get the most out of connecting Zoom.

Home builders selling remotely

Virtual model home walkthroughs and design appointments captured in full, so the follow-up names the exact option the buyer asked about.

Remodeling and design consultants

Discovery and design review calls scored the same way in-person visits are, against the same playbook.

Sales managers with hybrid teams

One coaching standard across virtual and in-person selling, reviewed from a single dashboard.

How to connect Zoom

Connected in 3 steps. No IT team required.

01

Add the app

Log in to the Zoom App Marketplace, search for the SalesAsk app and click Add App. No developer, no API setup.

02

Start recording

Click Record meeting, paste the meeting invitation URL and click Request Join. Allow the bot and it records the call.

03

Coach from your dashboard

Read coaching summaries, scorecards and trends in the SalesAsk dashboard. No platform switching.

Ask Coach Dean screen in SalesAsk showing coaching prompts for a sales deal

Coach Dean writes the feedback. Managers read it in seconds.

Zoom integration questions

The four things buyers ask most before connecting Zoom.

Does SalesAsk work with Zoom?

Yes. The SalesAsk app is listed on the Zoom App Marketplace. Add it once and it covers every meeting you choose to record.

How long does the Zoom integration take to set up?

A few minutes. Log in to the Zoom App Marketplace, search for the SalesAsk app and click Add App.

How does SalesAsk record a Zoom meeting?

Click Record meeting, paste the meeting invitation URL and click Request Join. The bot joins and records once you allow it.

Do I need a developer to connect Zoom?

No. It is a Marketplace app. Remove it the same way under Manage and Added Apps. Support is at support@salesask.com.

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