Prerequisites:
Before you begin, ensure you meet the following conditions:
You have admin rights in both Zoom and Modjo.
You are subscribed to Zoom's Business plan.
If these conditions are met, you can proceed with the following steps.
⏱️ The configuration takes about 5 minutes.
Use Cases:
There are two scenarios for integrating Zoom with Modjo:
Case 1: Zoom is your company’s video tool: Create a recording group and add the following settings to it.
Case 2: Zoom is solely your sales team's video tool: Add the settings to the global account without creating a group.
Important: In both cases, ensure the "Automatically sign users out after a specified time" option is enabled.
1. Enable automatic recording of your meetings
💡 Watch the video or follow the written instructions to set up your account and create a group.
Configure the automatic recording settings based on your use case.
Case 1: Zoom is your company’s video tool
1. Access Recording Settings: Go to Account Management > Account Settings > Recording tab.
2. Configure Cloud recording:
Enable Cloud Recording for your user group with the following options:
Record active speaker with shared screen
Display participants' names in the recording
Record thumbnails when sharing
Lock the settings to secure them.
3. Enable automatic recording:
Enable automatic recording with the following options:
Record in the cloud
Host can pause/stop the auto recording in the cloud
Lock the settings.
4. Set up automatic deletion of recordings:
Enable the "Auto delete cloud recordings after days" option and set it to 7 days.
Lock the settings.
5. Configure the Recording disclaimer:
Enable the "Recording disclaimer" option with the following settings:
Ask participants for consent when a recording starts.
Click on Customize and modify the message:
Title: Guarantee the quality of our conversation
Description: We record this conversation in order to take notes easily.
Lock the settings.
6. Disable Email notifications:
Go to the Meeting tab.
In Email Notification, disable the "When a cloud recording is available" option.
Case 2: Zoom is solely your sales team's video tool
Create a User Group:
Go to User Management > Group Management > Add Group.
Add all Modjo-licensed users whose meetings need to be imported into Modjo.
Configure automatic recording:
Follow the same steps as in Case 1 to configure automatic recording for this group.
2. Connect Zoom to Modjo
Log in to Modjo.
Access integrations:
Go to Settings > Integrations.
Connect Zoom:
Under the Zoom icon, click on Connect.
OAuth authorization:
Once the OAuth authorization is complete, you will be automatically redirected to the Settings > Integrations page.
Associate users:
Under All Integrations, click on Zoom.
In the Users tab, link each Modjo user to their corresponding Zoom user by clicking on Associate Automatically. This allows Modjo to match users based on their email addresses.
Save settings:
Click Save ✅.
3. Customize the Zoom recording disclaimer
Log in to your Zoom Web Portal.
Access Recording settings:
Go to Settings > Recordings tab.
Set Up Recording Notifications:
Click on the Recording notifications - Zoom clients section.
Customize the disclaimer:
Under the option "Show a disclaimer to participants when a recording starts" click on Customize Disclaimer.
Select the language and modify the message using the recommended template.
To clearly inform participants that the meeting is being recorded, we recommend using the following disclaimer template:
Title: This meeting is recorded and annotated with Modjo.ai.
Description: By continuing to participate in the meeting, you agree to be recorded. If you want access to the recording, ask your host to share it with you. Create your own recordings and highlights at: https://modjo.ai
4. Disconnecting the integration (optional)
If you wish to uninstall the link between Modjo and Zoom, follow these steps:
Access Zoom App Marketplace:
Log in to your Zoom account and go to Zoom App Marketplace.
Manage installed apps:
Click on Manage > Installed apps.
Uninstall Modjo:
Click on Modjo > Uninstall.
💡 Calls are automatically imported every 10 to 30 minutes on average.
Once these configuration steps are completed, your integration becomes active. Try it out by making your first call.
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