ClozeLoop for Zoom

The ClozeLoop Zoom integration lets your team score recorded sales calls against your ClozeLoop scorecard without copying transcripts. This guide covers adding, using, and removing the app.

What it does

Once an administrator connects Zoom, reps see their own recent Zoom cloud recordings inside ClozeLoop and can score any call in one click. ClozeLoop uses the call's Zoom transcript, or transcribes the recording's audio when no transcript exists, and grades it against your team's scorecard.

ClozeLoop reads cloud recordings, meeting participant reports, and Zoom user records only. It never creates, modifies, or deletes anything in your Zoom account.

Requirements

• A Zoom account administrator to connect the app. It is admin-managed, so one person connects it once for the whole account.
• Zoom Cloud Recording enabled for the users whose calls you want to score.
• Recommended: Zoom's Create audio transcript setting turned on, so new recordings include a transcript automatically.

Adding the app

An administrator does this once.

• Sign in to ClozeLoop and go to Admin, then Integrations.
• Click Connect Zoom.
• In the Zoom window, review the requested read-only permissions and click Allow.
• The card shows Connected. Your team can now score Zoom calls.

Recommended next step: in Zoom, go to Admin, Account Settings, Recording and enable Create audio transcript, then lock it for all users. New calls will then include a transcript automatically. Older calls are still scoreable, ClozeLoop transcribes the audio for you.

Using the app

• Go to Call Reviews, then Zoom Calls.
• Your recent Zoom cloud recordings are listed.
• Choose a scorecard, then click Score on a call.
• ClozeLoop fetches the transcript, or transcribes the audio if there is none, and grades the call. The row shows the score with a link to the full scorecard breakdown.

Each user sees only their own calls.

Removing the app

You can disconnect from either side, and either one fully removes ClozeLoop's access.

• From ClozeLoop: go to Admin, then Integrations and click Disconnect, then confirm. This deletes the stored Zoom token immediately.
• From Zoom: go to the Zoom App Marketplace, open Manage, then Added Apps, find ClozeLoop, and click Remove.

Data and privacy

• All Zoom access is read-only. ClozeLoop makes no changes to your Zoom account.
• Only the Zoom OAuth token is stored. It is encrypted at rest and deleted when you disconnect.
• Recordings, audio, and transcripts are fetched on demand at the moment a call is scored, and are not retained as a long-term record.
• The scoring output produced from a call is stored in your ClozeLoop workspace under our Data Retention practices.

Full detail is in the Zoom Integration section of our Privacy Policy.

Troubleshooting

A rep sees no calls. Their ClozeLoop email address must match their Zoom user email address. Check that the two match, and that the rep has cloud recordings within the last 30 days.

A call will not score. The recording needs either a Zoom transcript or an audio file. Very short recordings, and recordings still processing in Zoom, may not be scoreable yet.

The connection stopped working. An administrator can reconnect from Admin, then Integrations. If the app was removed on the Zoom side, reconnecting restores access.

Support

Questions or issues, email info@clozeloop.com.