Zoom Integration

Overview

Integrate Zoom with Genfin to automatically send call recordings for analysis. This guide provides step-by-step instructions to set up the integration.


Integration


  1. Log into Genfin.
  2. Navigate to Organization.
  3. Scroll down to Integrations.

  4. Under "Zoom", click "Connect".

  5. Zoom will ask you to log in.

  6. Zoom will verify that you want to connect your account to Genfin. Click "Allow".

  7. Zoom will redirect you back to Genfin's Organization page. If the connection was successful, you will see a "Connected" status.

  8. Please contact support@genfin.ai if you encountered an issue.
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