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Zoom Integration Overview
Updated over a month ago

Vinyl integrates seamlessly with Zoom to help accountants and bookkeepers capture, organise, and manage client meetings more efficiently. Instead of relying on manual notes or scattered email follow-ups, Vinyl automatically joins scheduled Zoom meetings, records conversations, transcribes discussions, and highlights key action items.

By using Vinyl with Zoom, you ensure that every client meeting is well-documented, searchable, and easy to reference—without adding extra admin work to your day.

What the Zoom Integration Does

Integrating Zoom with Vinyl allows you to:

  • Automatically capture and transcribe Zoom meetings without manual recording.

  • Generate AI-powered summaries to highlight key points and action items.

  • Keep all meeting notes organised in one place for easy access and review.

  • Eliminate the need for manual uploads, saving time and ensuring all relevant meetings are recorded and stored in Vinyl.

Once connected, Vinyl works in the background, allowing you to focus on your conversations rather than taking notes.

Get Started with Vinyl's Zoom Integration

To connect Vinyl with Zoom:

  1. Navigate to Integrations in your Vinyl account.

  2. Click on Zoom, then select Connect.

  3. Sign in to your Zoom account (if prompted).

  4. Follow the authorisation steps to grant Vinyl access.

If you need to stop Vinyl from recording your meetings, visit Disconnect Zoom from Your Vinyl Account for step-by-step instructions.


Common Issues, FAQs and Troubleshooting

If you have any questions or run into issues with Vinyl’s Zoom integration, check out our Zoom FAQs. We keep this collection up to date with answers to common problems and step-by-step solutions for connecting, recording, and managing your meetings with Vinyl.

Need Help?

If you need further assistance or encounter any other issues, feel free to contact our support team at [email protected].

You can also start a conversation with us by clicking the chat button in the lower right-hand corner of the page. We're happy to help!

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