Connecting Jump to Zoom

1. Log in to your Jump account at https://my.jumpapp.com/login
2. Select “Integrations” from the navigation menu
3. Under the “Meeting Integrations” section, find “Zoom” and click “Connect”
4. Log in to the Zoom account that you want to connect to Jump
5. If the connection was successful, you will see “Connected” next to the Zoom integration in Jump

Trouble connecting? Contact Jump Support here

The Zoom integration with Jump will work best if the following settings are enabled:

• “Recording to the cloud” must be turned on
• “Automatically start recording” will prevent users from forgetting to turn on recording
• “Recording separate audio files” will result in higher quality call transcripts

How to change these Zoom settings:

1. Log in and navigate to the Recording settings menu. You may need assistance from your Zoom admin.
   • As a SINGLE USER for your own Zoom user account: Log into your Zoom admin account https://zoom.us/profile and select “Settings” from the left navigation
   • As an ADMIN for all Zoom users: Log into your Zoom admin settings page: https://zoom.us/account/setting and select “Account Management” and then “Account Settings” in the left navigation
   • As an ADMIN for specific individual Users or Groups or Roles : Log into your Zoom admin settings page https://zoom.us/account/setting and select “User Management” and then either “User, Groups, or Roles” depending on whether you want to complete setup for individual Users or Groups of users or certain user Roles. Select the User, Group, or Role you want to update
2. Select Recording from the Settings menu
3. Turn on the following:
   • Cloud recording turned on
   • Record audio-only files turned on
   • Record a separate audio file of each participant turned on

   • Make sure to click “Save” at the bottom of this section before moving on

   
   • Automatic recording turned on
   • Record in the cloud turned on

   • Make sure to click “Save” at the bottom of this section before moving on

   

   Note: If you are not the Zoom admin, you may need admin permission.

Call Recordings and Transcripts

• Once connected, Jump will record your Zoom meetings when you are the host. Note that if you are an attendee on a Zoom meeting but not the host of the Zoom meeting, Jump will not record the call.
• You can access each of your recorded Zoom meetings in your Jump account by navigating to “Conversations”

Attendee Matching

• To increase the accuracy of call transcripts and improve the accuracy of matching the attendees of your Zoom meeting to the transcript generated by Jump after each call, we highly recommend that you schedule your Zoom meetings using either the Zoom for Google Workspace Calendar integration or the Zoom for Outlook calendar integration.

• Don’t see your issue below? Contact Jump Support to get help
• My Zoom meetings are not showing up in my Jump account
  • Is the Zoom integration Connected? Log in to your Jump account > navigate to “Integrations” > find the Zoom integration under “Meeting Integrations” > check for the “Connected” indicator. If the integration is not showing up as “Connected” then click “Connect” to authorize Zoom and Jump to connect.
  • Did you connect the right Zoom account to Jump? If you have more than one Zoom account, make sure that you connected the desired account to Jump
  • Were you the host of the Zoom meeting? Jump records your Zoom meetings only if you are the host
  • Was recording on during the meeting? Jump records your Zoom meetings only if recording is turned on during your meeting and if your meeting attendees consent to being recorded.

Contact Jump Support via Slack or here.

If you disconnect the Jump for Zoom integration, Jump will no longer have access to your Zoom calls and will be unable to create Zoom call recordings, transcripts, summary notes, suggested action items, or suggested CRM updates based on your Zoom calls, however, your past call recordings will still be available in the Jump app.

Here’s how to disconnect Jump from Zoom:

1. Login to your Zoom Account and navigate to the Zoom App Marketplace.
2. Click Manage > Added Apps or search for the Jump app.
3. Click the Jump app.
4. Click Remove.

1. You'll see a notification in Jump asking you to reconnect your Zoom account
2. Under the Integrations page Click "Connect" for Zoom.
3. You'll be redirected to Zoom's authorization page
4. Review and accept the permissions (you'll see the new "Read phone call recordings" permission)
5. Click "Authorize"
6. You'll be redirected back to Jump with your connection restored

Jump supports two ways to record your Zoom Phone calls:

Option 1: Manual Recording (Ad Hoc Recording)

This method gives you full control over which calls to record:

1. During any Zoom Phone call, click the Record button on your Zoom Phone interface.
2. The call will be recorded from that point forward
3. When the call ends, Jump automatically receives and processes the recording
4. Your recording appears in Jump within 2-3 minutes with full transcription

Setup Required: Your admin must ensure these settings are enabled:

• Account Management > Account Settings > Recording & Transcript > Record to Computer Files = ENABLED (Lock this setting to prevent changes)
• Account Management > Account Settings > Zoom Phone > Ad Hoc Call Recording = ENABLED

Note: This setting can be overwritten by the setting under Admin > Phone System Management > Users & Rooms > Your Users > Policy
Note: If Automatic Call Recording is enabled it will override any Ad_Hoc settings.

Option 2: Automatic Recording

Perfect for teams who want comprehensive call documentation without manual steps:

1. All your Zoom Phone calls are automatically recorded (inbound and/or outbound based on your preferences)
2. Jump receives and processes each recording after the call ends
3. All recordings appear in Jump with full transcription
4. No need to remember to click Record - it just works!

Setup Required:

(Share these steps with your companies Zoom Admin to enable them for your account):

1. Navigate to: Admin > Phone System Management > Users & Rooms
2. Find your user account and click your name
3. Click the "Policy" tab
4. Enable Automatic Call Recording
5. Click “Access Member List”
6. Click "Add User" and search for your name
7. Ensure "Download" permission is checked when adding you
8. Save the configuration

Important: This Policy setting will override any Account Settings for recording

Which Option Should I Choose?

• Manual/Ad Hoc Recording: Perfect if you want control over which calls are recorded
• Automatic Recording: Ideal if you want all calls recorded for compliance, training, or comprehensive record-keeping

Both options work seamlessly with Jump - choose what works best for your workflow!

• Your existing Zoom meeting recordings continue to work as before
• All your historical recordings remain accessible
• Your privacy and sharing preferences are maintained
• No changes to how regular Zoom meetings are processed

• Unified Call Management: Access all your Zoom communications (meetings and phone calls) in one place
• Automatic Transcription: Phone calls are transcribed just like your meetings
• Better Insights: Search across both meetings and phone calls for important discussions
• Compliance: Maintain records of important phone conversations for compliance requirements