Every sales call, summarized and logged to the deal record
Zoom recordings sync to Leadify and AI turns each call into a clean summary with next steps, right on the opportunity, so you never take manual notes again.
How it works
The best insight in a deal is usually buried in a call recording no one revisits. Leadify connects to Zoom, attaches each recording to the matching deal, and uses AI to produce a summary, key moments, and next steps automatically. Reps stop scribbling notes, managers can actually review calls, and the whole conversation becomes searchable on the record.
Recordings logged to the deal
Zoom call recordings sync into Leadify and attach to the matching contact and opportunity.
- Cloud recordings pulled in automatically
- Matched to the right deal and contact
- Playback on the deal timeline
- Transcripts stored and searchable
AI call summaries and next steps
Each call becomes a concise summary with action items, minutes after it ends.
- Key points and decisions captured
- Action items logged as tasks
- Detected next steps on the deal
- Sentiment and talk-time signals
Coach from real conversations
Searchable transcripts and summaries make call review and coaching genuinely practical.
- Search across every call transcript
- Jump to key moments instantly
- Share clips and summaries with the team
- Spot patterns across won and lost deals
Where teams use it
Built for real revenue work.
Notes that write themselves
Reps end a Zoom call and the summary, action items, and next steps are already on the deal, so follow-up starts immediately instead of an hour later.
Real call coaching
Managers review AI summaries and jump to key moments in the recording, making coaching a quick habit instead of a rare event.
Clean deal handoffs
When a deal moves to a new owner or to onboarding, the full call history and summaries are right there, so context transfers intact.
“The AI summary is on the deal before I've even closed the Zoom window. My reps stopped taking notes and our follow-ups are sharper because nothing gets missed.”
FAQ
Questions, answered.
How does the Zoom integration work?
You connect your Zoom account with secure OAuth. After a call, Leadify pulls in the cloud recording and transcript, attaches them to the matching deal, and generates an AI summary with key points and next steps, all on the record automatically.
Does it require Zoom cloud recording?
Yes. AI summaries and transcripts are generated from Zoom cloud recordings, so cloud recording needs to be enabled on the calls you want captured. Local recordings aren't processed automatically.
How accurate are the AI summaries?
Summaries capture the key points, decisions, and action items well for typical sales calls, and the full transcript is always attached so you can verify or dig deeper. You can edit any summary before it's shared.
Can I control which calls get logged?
Yes. You can choose which Zoom meetings sync, exclude internal calls, and set whether recordings attach to deals automatically or after review, so only the right conversations reach the CRM.
Stop taking call notes by hand
Connect Zoom and let AI summarize every sales call onto the deal.