Pepsales AI is Now SOC 2 Type II Compliant
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Empower Every Zoom Sales Call with AI-Powered Context and Follow-Through

Pepsales AI seamlessly integrates with Zoom to bring your sales conversations, insights, and actions together from one dashboard. From discovery calls to demos and deal-closing meetings, Pepsales AI ensures every Zoom call is productive, actionable, and aligned with your sales goals.

why to connect

Why Connect Your Zoom?

Launch Zoom Calls from Pepsales AI

 Start or join Zoom meetings directly from your deal pipeline or calendar view so that you no more switch tabs or search for invites.

Real-Time Context During Calls

Access key deal notes, past activities, and AI-suggested talking points while you’re on the call, live.

Automatic Call Summaries

After each Zoom meeting, Pepsales AI generates concise summaries, captures objections and intent, and suggests next steps so nothing gets lost.

Coaching and Performance Improvement

Sales managers get visibility into rep performance with AI-generated insights from Zoom calls. Use real examples to coach objection handling, pitch delivery, and call pacing.

steps to Integrate

How to Set Up the Integration

Step 1

Open Integrations Settings

In your Pepsales account, go to Settings > Integrations.

Step 2

Connect Outlook/Google Calendar

Click on the Outlook/Google Calendar Icon and select Sync Now.


Authorize Pepsales AI to access your Outlook/Google calendar via Zoom.
Pepsales AI syncs with the user's Outlook/Google calendar to monitor scheduled Zoom meetings.

Step 3

Automatic Meeting Fetch

Once synced, Pepsales AI continuously fetches upcoming scheduled Zoom meetings from the user’s Outlook/Google calendar.

For each fetched meeting:

  • Pepsales AI checks if an associated opportunity exists in the CRM.
  • If not found, Pepsales AI automatically creates a new opportunity using meeting metadata (title, participants, date/time).
Step 4

Pepsales AI’s Discovery Copilot Auto-Joins the Meeting

At the scheduled time of the Zoom Meeting


Pepsales AI Discovery Copilot auto-joins the Zoom meeting as a participant (with necessary permissions).


The Copilot listens, records, and transcribes the meeting in real time (if allowed by compliance policies).

Step 5

Sales use cases

Real-World Sales Use Cases

Discovery Calls with Confidence

Before the call, reps review enriched account insights, recent activity, and suggested talking points. One-click starts the Zoom call fully prepped

Live Demos with Built-In Follow-Up

During the demo, Pepsales AI tracks key moments, captures objections, and auto-logs discussion points. Afterward, it generates a summary, a checklist of next steps, and a personalized follow-up draft

Seamless Handoffs Across Teams

Sales managers and onboarding teams can access summaries and playback key call moments, enabling smooth transitions and fewer internal meetings

Auto-Follow-Up and CRM Sync

Pepsales AI auto-generates follow-up emails and syncs notes, next steps, and transcripts into your CRM, minimizing manual entry and speeding up deal progress.

Frequentlyaskedquestions

Do I need a Zoom Pro account?

Pepsales AI works with both free and paid Zoom accounts, but features like call recordings and transcripts may require a Pro or higher plan.

Can Pepsales AI auto-generate Zoom links?

Yes. When you schedule a meeting inside Pepsales (or via your connected calendar), a Zoom link is automatically created and attached to the deal.

Does the co-pilot work with Zoom recordings?

Yes. If your Zoom plan supports cloud recordings, Pepsales can analyze them to generate rich summaries, transcriptions, and insights.

Is the integration secure?

Absolutely. Pepsales AI uses OAuth 2.0 for secure authentication and only accesses Zoom data with your permission.

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