Creating Zoom meetings in Prospo
Once your Zoom account is connected, you can select Zoom as the meeting type when scheduling any meeting in Prospo. Prospo creates the Zoom meeting automatically and stores the join link in the meeting record.
Schedule a Zoom meeting
- Open the meeting scheduler from the dashboard or a client profile
- Fill in the meeting details - client, contacts, advisers, date, and duration
- In the Meeting Medium row, select Zoom
- Click Schedule Meeting
Prospo creates the Zoom meeting in your account and saves the join link to the meeting record. The meeting appears on your dashboard with a Join Call button.
If the Zoom option is greyed out, your Zoom account isn't connected yet. Go to Settings - Integrations to set it up first.
What Prospo creates in Zoom
Each Zoom meeting created through Prospo includes:
- The meeting title from your Prospo form
- The start time and duration you selected
- Cloud recording enabled automatically
- A waiting room and mute-on-entry enabled by default
Joining the meeting
The join link appears on the meeting record as a Join Call button. You can share this link directly with participants, or they'll receive it in the calendar invite.
Recordings
Cloud recording is enabled on every Zoom meeting created through Prospo. When the meeting ends, Zoom saves the recording to your Zoom Cloud account.
When you open the meeting record after the meeting has ended, Prospo checks your Zoom Cloud account and imports the recording automatically. This includes:
- The meeting video
- An audio-only file
- A transcript, if one was generated by Zoom
Imported recordings appear in the Transcription panel, ready for AI file note generation. See Understanding AI-generated meeting summaries for what happens next.