Integration Setup Guide

Connecting your meeting recording platform is the most important step in getting SalesSavant up and running — nothing else in the product does anything until calls are flowing.

This guide covers Zoom and Fathom.

You'll need to be an Owner or Leader to connect an integration. Managers can see the Integrations page but not change it.

1. Connecting Zoom

Zoom is our primary integration for capturing sales calls and transcripts from your cloud recordings.

Prerequisites

• A Zoom account with cloud recording enabled
• Admin access to your Zoom account (for initial setup)

Setup Steps

1. Navigate to Settings: Go to Settings > Integrations.
2. Click Connect Zoom: On the Zoom card, click Connect.
3. Authorize on Zoom: You'll be redirected to Zoom's OAuth consent screen. Review the requested scopes and click Allow.
4. Confirm: Zoom redirects you back to SalesSavant. The Zoom card now shows Active with the connected account email.

For a full breakdown of which scopes we request and why, see the Zoom Integration documentation.

What Happens Next

• SalesSavant will automatically pull in cloud recordings from your Zoom account.
• New recordings are typically processed within minutes of being available.
• Historical recordings can be backfilled based on your settings.

Important Notes

• Cloud Recording Required: SalesSavant cannot access local recordings saved only to your computer. Ensure "Cloud Recording" is enabled in your Zoom settings.
• Multiple Connections: You can connect multiple Zoom accounts if your team uses different accounts.

2. Connecting Fathom

If you use Fathom to record your meetings, you can sync your recordings directly to SalesSavant.

Setup Steps

1. Navigate to Settings: Go to Settings > Integrations.
2. Select Fathom: Click the Connect button next to the Fathom option.
3. Authorize Access: You'll be redirected to Fathom to authorize SalesSavant. Log in to your Fathom account and approve the connection.
4. Name Your Connection: Give this connection a descriptive name.
5. Select Scope: Choose whether this connection applies to your team or entire organization.
6. Confirm: Once redirected back to SalesSavant, you should see a "Connected" status.

What Happens Next

• Your Fathom transcripts and recordings will automatically sync to SalesSavant.
• Calls will appear in your Calls dashboard once processed.

Managing Your Integrations

After connecting your integrations, you can manage them from Settings > Integrations:

• View Status: See which integrations are active and their last sync time.
• Disconnect: Remove an integration if you no longer need it.
• Add Additional Connections: Connect multiple accounts as your team grows.

Keeping the connection healthy

A connection can lapse — a password change, a revoked OAuth grant, or an admin removing the app on the provider side will all do it. When that happens, calls stop arriving and it looks exactly like the team stopped selling.

Check Settings → Integrations shows Active as the first step in diagnosing any "calls stopped" report. If it doesn't, reconnect from that page. Only an Owner or Leader can, so if your managers are the ones who notice, make sure they know who to ask.

Troubleshooting

No recordings appearing at all?

• Confirm the connection shows Active in Settings → Integrations.
• Ensure cloud recording is enabled in Zoom. We cannot access recordings saved only to someone's computer, and there's no way to recover them after the fact.
• Check the recording has finished processing on Zoom's or Fathom's side — it has to exist there before it can reach us.

Calls are arriving, but one rep's dashboard is empty? This is the most common integration-adjacent issue and it isn't really an integration problem. That rep probably isn't linked to their account on the recording platform — which happens when someone is invited by email rather than added from the integration. Their calls process, but aren't attributed to them.

Fix it on the roster by linking them to the matching discovered user. See Managing Your Team.

A specific call is missing?

• Was it recorded to the cloud? Local-only recordings never reach us.
• Was it made by someone on your roster, from a linked account?

Connection error during setup?

• Confirm you have admin access on the provider side — some Zoom accounts restrict which apps a non-admin can authorize.
• Try disconnecting and reconnecting.
• If it persists, email support@salessavant.ai and tell us what you saw. We can see the connection attempt from our side.

Next step: Invite your team to SalesSavant