How to set up the Native Zoom and Fireflies Integration

This article covers how to set up the Native Zoom and Fireflies integration. 

Setup Zoom and Fireflies Settings

1. Create a Role

• Open Zoom and navigate to the Roles under User Management. Click on 'Add Role' 

• Enter a Role Name, Description and click on Add

2. Assign Permissions

• Within Roles, go to User and Permission Management and enable View Users

• Go to Account Management and enable View Recording Management

• Go to Reports and enable View Usage Reports 

• Click ‘Save Changes’ 

• Click on the pencil icon next to the newly created Role

3. Add Members

• Go to Role Members and click Add Members to add team members 

Note: Each user must have a paid Zoom plan to use Zoom Native integration. 

4. Capture Speaker Labels

• Click on Settings and navigate to the Recording tab

• Under the Cloud recording, enable "Record a separate audio file of each participant." 

• All meetings captured after will have speakers identified for your recorded Zoom meetings

5. Enable Join before host

• Within Zoom Settings, go to Meeting

• Select Allow participants to join before host. 

6. Turn off participant authentication

• Within Zoom Settings, go to Security and disable Only authenticated users can join meetings from the Web Client

7. Enable video capture within Fireflies

• Enable the Record Meeting Video toggle on your Fireflies Settings page. 

How to Integrate Zoom Native app with Fireflies

• In your Fireflies account, navigate to the Integrations page and select  Zoom Native integration 

• Click Connect under the Zoom Native Integration

• This activates Zoom Native integration 

Note: 

• Zoom Native Integration allows Fireflies to automatically transcribe and save calls recorded via Zoom Cloud without joining your meeting 

• Once activated, just go to your Zoom meeting, and click Record to the Cloud

• The recorded Zoom meeting will be added to your Notebook

How to uninstall the Fireflies Zoom Integration

1. Login to your Zoom account and navigate to the Zoom App Marketplace.
2. Click Manage > Installed Apps or search for the Fireflies app
3. Click the Fireflies app
4. Click Uninstall
5. Log in to Fireflies.ai, then click Integrations in the left panel
6. Look for Zoom and click Disconnect

Hope this article helped you set up the Native Zoom app with Fireflies.  Please reach out with any questions about using Fireflies here.