As of September/26 the Meetings section has moved into Notes. Zoom meeting summaries now appear as notes alongside the rest of your client information.
Previously synced Zoom meetings were automatically converted into notes, so your existing meeting information remains available.
If you have an old link to a Zoom meeting page, it will redirect to the corresponding note.
Recordings are still one click away via the View recording link on each note; they open in Zoom.
Time tracking from a Zoom meeting is no longer available. Stay tuned for updates.
What is the Zoom integration?
Bonsai's Zoom integration brings meeting information into your CRM as notes, helping your team keep client conversations and context connected to the right contacts and companies.
Depending on your Zoom settings and the information available for each meeting, Bonsai can sync:
AI-generated meeting summaries
Meeting details, including the title, date, time, duration, and attendees
Links to Zoom recordings
Notes created with Zoom's My Notes AI notetaker
Synced notes are searchable, editable, and linkable, so your team can manage meeting information alongside other client notes.
How to connect Zoom
Go to Settings > My Account > Meetings Sync and click Connect Zoom.
You'll be redirected to Zoom to authorize the connection. Sign in to your Zoom account and grant access.
Once connected, configure your sync settings. There are two sections:
Meeting Summaries — syncs each meeting's summary and recording link as a note. Choose which meetings to sync (all meetings, or only meetings with external participants) and who can see the resulting notes (everyone on your account, or only you).
My Notes — syncs the notes Zoom's My Notes AI notetaker generates for your meetings.
Optionally, import past meetings by selecting a date range (up to the last 12 months). Imported meetings arrive as notes.
New meetings sync automatically going forward.
How Zoom meeting summaries appear
When a Zoom meeting has a meeting summary or a cloud recording, Bonsai can create a note containing the available meeting information.
A synced meeting summary note can include:
Meeting title
Date, time, and duration
Attendees
AI-generated meeting summary
Chapter breakdown
Next steps or action items
A link to the Zoom recording, when available
An Added by Zoom label to distinguish synced notes from notes created directly in Bonsai
The note is linked to the contacts and companies that match the meeting participants' email addresses.
Meeting summaries are editable
Zoom meeting summaries are synced into Bonsai as regular notes, which means you can edit the note after it has been created.
This allows your team to refine or add context to the summary while keeping it connected to the relevant client records.
How Zoom My Notes works
Zoom's My Notes is an AI notetaker that captures and summarizes meetings using audio from your device without joining the meeting as a bot.
When My Notes is enabled in your Zoom sync settings, notes created by My Notes can be synced to Bonsai as regular notes.
My Notes entries are attributed to the teammate who created them and linked to the relevant meeting contacts.
If multiple teammates use My Notes during the same meeting, each person's notes can sync separately. This means one meeting may result in multiple notes in Bonsai.
Where Zoom notes appear
Synced Zoom notes appear anywhere you normally work with notes in Bonsai, including:
The Notes tab on a contact
The Notes tab on a company
The activity feed
The main Notes page
A single note can be linked to multiple records. For example, if three meeting participants match contacts in Bonsai, the meeting note can appear on all three contact records.
How transcripts work
Full Zoom transcripts are not currently synced into Notes. Your transcripts and recordings remain available in Zoom. You can access them through your Zoom recordings area: https://hub.zoom.us/mine/recording
Control visibility and privacy
Synced Zoom notes follow the visibility settings configured for your integration.
If you choose Only you, the resulting notes are visible only to you.
Meetings marked as private in Zoom, or configured in Zoom to be visible only to you, remain restricted to your view in Bonsai regardless of your other sync settings.
As the author of a synced note, you can also change its visibility directly from the note.
How to disconnect Zoom
1. Click the ... menu on the Zoom integration card.
3. Select Disconnect.
After disconnecting:
Your Zoom OAuth token is revoked.
Previously synced meeting data is retained in Bonsai — it will still be visible.
No new meetings will be synced until you reconnect.
You can reconnect at any time by following the connection steps above.
Data and security
What data does Bonsai store?
Bonsai stores meeting metadata: meeting title, date/time, duration, participant emails, and links to recordings, transcripts, and summaries. Bonsai does not store recording files or full transcript text — this content is accessed directly from Zoom when you view it.
Privacy controls
You choose which meetings to sync (all meetings or only external meetings).
You control meeting visibility (visible to your team or only to you).
You can exclude private Zoom meetings from syncing entirely.
Security
The connection uses Zoom's standard OAuth 2.0 authentication.
All data is transmitted over TLS 1.2+.
OAuth tokens are stored in an encrypted database and refreshed automatically when they expire.
Account deletion
If you delete your Bonsai account, all synced meeting data and your Zoom integration credentials are permanently removed.
FAQs
Do I need Zoom AI Companion for the integration to work?
The integration works without Zoom AI Companion for basic meeting sync (title, date, attendees, recordings, transcripts). However, meeting summaries and transcripts require Zoom AI Companion to be enabled on your Zoom account.
Do I need Meeting Summary enabled in Zoom?
You need it for meeting summaries to sync — see Zoom's guide for enabling it. Without it, a note is still created if the meeting has a cloud recording — it will contain the meeting details and recording link, without a summary.
Why is there no note for my meeting?
A note is only created when the meeting has a summary or a cloud recording. Also check that the meeting matches your sync settings (for example, if you sync external meetings only, internal meetings are skipped). Very short meetings may not generate a summary in Zoom.
Why can't I see a recording?
Recordings are only available for meetings where cloud recording was enabled. See Zoom's cloud recording guide.
How are meetings matched to my contacts?
By comparing participant email addresses to your contacts. If a participant's email matches a contact, the note is linked to that contact's record.
Why do I see more than one note for the same meeting?
Each meeting can produce a meeting summary note plus a separate note for each teammate who captured the meeting with My Notes. They're not merged, so everyone's notes are kept intact.
What happens if I disconnect and reconnect?
Existing notes are kept when you disconnect. When you reconnect, new meetings start syncing again, and you can import past meetings you missed.