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Hive CRM Sync for Zoom

Connect Zoom so cloud recordings and transcripts attach automatically to your Hive CRM meetings

Written by Ellen Kajca

Hive CRM Sync automatically attaches your Zoom cloud recordings and audio transcripts to the matching meeting records in Hive CRM.

Once a workspace admin connects it, your team finds the recording and transcript on the meeting page in Hive shortly after each recorded call ends — next to the CRM notes, contacts, and deals they belong to.

The app never joins, starts, or records meetings itself; it only syncs cloud recordings that meeting hosts already chose to make.

Prerequisites

  • A Hive workspace with Hive CRM enabled, and workspace admin rights in it.

  • A Zoom account where you are an account admin (the app is admin-managed, so a Zoom admin must authorize it for the account).

  • Cloud recording enabled on your Zoom account (Zoom Settings → Recording). Cloud recording is a paid Zoom feature; local recordings do not sync.

  • For transcripts: audio transcript enabled in the same Zoom recording settings.

  • A calendar (Google or Microsoft) connected to Hive — Hive creates meeting records from your calendar, and recordings attach to those records. Open App Library, find Hive Calendar, enable it, and choose your calendar provider. Sign in with the calendar account that contains your Zoom meeting events.

Adding the App

  1. Sign in to Hive at app.hive.com.

  2. Open your profile menu → Settings → Workspace settings → Apps.

  3. In the CRM settings, find Zoom meeting recordings and click Connect Zoom for recordings. (You must be a workspace admin to see this option.)

  4. Sign in to Zoom as an account admin when prompted and review the requested permissions: viewing cloud recordings, recording transcripts and meeting summaries, and reading your user profile (used once, to identify which Zoom account is being connected).

  5. Click Allow. You are returned to Hive and the card now shows Zoom recordings connected.

That's it — one authorization covers the whole workspace. Individual teammates do not need to connect anything for recordings to sync.

Having trouble adding the app? See the Troubleshooting section below.

Use

Automatic recording sync

What it does: when a Zoom meeting that is linked to a Hive meeting record ends and its cloud recording finishes processing, Hive automatically downloads the recording and attaches it to that meeting. Open CRM → Meetings and select the meeting — the recording plays right on the meeting page.

Prerequisites: the app is connected (above); the meeting was recorded to the cloud; and the meeting exists in Hive before the call ends — which happens automatically when the meeting is on a connected calendar with its Zoom join link in the event.

Timing: Zoom typically takes 5–15 minutes after a meeting ends to finish processing a cloud recording; the recording appears in Hive shortly after that.

Automatic transcript sync

What it does: when Zoom finishes generating the audio transcript for a recorded meeting, Hive attaches it to the same meeting record, so your team can read the conversation alongside the recording and CRM context.

Prerequisites: everything above, plus audio transcript enabled in your Zoom recording settings. Transcripts usually complete a few minutes after the recording itself.

Who can see synced recordings

Recordings and transcripts are visible only to members of your Hive workspace who have access to Hive CRM.

They are stored encrypted at rest in Hive's infrastructure and served through Hive — Zoom download links are never shared.

Removing the App

To disconnect Hive CRM Sync from your Zoom account:

  1. Sign in to the Zoom web portal as the account admin and open the App Marketplace (marketplace.zoom.us).

  2. Click Manage → Added Apps.

  3. Find Hive CRM Sync and click Remove.

Troubleshooting

The "Connect Zoom for recordings" button isn't visible.

You need to be a workspace admin, and the workspace needs Hive CRM enabled.

Ask a workspace admin to connect, or contact support to enable CRM.

Zoom shows an approval error during authorization.

The authorizing Zoom user must have the permissions requested by Hive CRM Sync.

If Zoom specifically reports that View Meeting summary with Zoom AI is missing, an account owner can open Users → Roles → the authorizing user’s role → Role Settings and enable View for Meeting summary with AI. This changes access for every member of that role. An existing administrator with that permission can also authorize the app.

A recording didn't appear on my meeting.

  • The meeting must be recorded to the cloud — local recordings can't sync.

  • The meeting must exist in Hive before the call ends. Check that the meeting was on a connected calendar and that the calendar event contained the Zoom join link.

  • Zoom processing can take 15+ minutes for long meetings; check back a little later.

The recording is there but the transcript isn't.

Audio transcript must be enabled in your Zoom recording settings before the meeting is recorded, and transcripts finish several minutes after the recording does.

Still stuck? Contact us help@hive.com — we're happy to help!

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