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Meetings

Auto-capture Zoom meetings and generate follow-ups in Clarify so every call updates your CRM and nothing slips through the cracks.

Clarify's Zoom integration transforms every sales conversation into actionable CRM intelligence, automatically capturing meeting insights and generating follow-up actions.

Use Cases:

• Automatically record meetings and extract key discussion points

• Generate AI-powered meeting summaries for customer records

• Update deal status and customer context based on conversation outcomes

• Create personalized follow-up emails with meeting-specific talking points

Focus on building relationships during calls while Clarify automatically captures insights and updates customer records. Zoom's AI-powered features combined with Clarify's autonomous CRM ensure no important conversation detail is lost, and every meeting contributes to your customer relationship intelligence.

Key features
  • Auto-capture Zoom meetings in Clarify
  • Generate follow-ups from every call
  • Tie meeting intelligence to deals

Use cases

  • Capture a Zoom sales call automatically and log it to the right deal in Clarify.
  • Generate follow-up tasks in Clarify from what was discussed on a Zoom call.
  • Keep account history complete as every Zoom meeting flows into Clarify.

FAQ

Clarify auto-captures your Zoom meetings and ties them to the right deals and contacts.

Yes, Clarify can generate follow-ups based on your Zoom meetings so next steps are never missed.

Yes, you connect through Zoom's standard authorization, so it works with your current Zoom account.

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