You need admin rights in both Minoa and Zoom to connect. Minoa connects one recorder at a time, so disconnect any current recorder first.
Connect Zoom
1
Open integration settings
In Minoa, go to Settings → Integrations and click Zoom.
2
Authorize
Click Connect, sign in to Zoom in the popup, and approve the access request.
3
Confirm the sync
Minoa starts pulling in your recent calls. They show up in the context panel of your accounts and deals within a few minutes.
Sync calls from only an approved group
By default, Minoa can pull cloud recordings from every host the Zoom user who authorizes the connection can see. If you only want calls from a specific team, like Sales, scope the connection on Zoom’s side so other hosts’ recordings are never discovered.How it works
Two controls work together:- Zoom role scope. A dedicated Zoom integration user holds a custom role scoped to an approved Zoom group. Zoom then only returns recordings hosted by users in that group.
- Internal-call filter. Within that group, Minoa skips meetings where every identifiable participant is internal, and keeps calls that include an external participant.
Set it up
For click-by-click Zoom admin steps (creating groups, roles, and users), see Zoom’s role management guide. Enable only these permissions on the custom role:- Users: View
- Recording and transcript management: View
- View the recording and transcript content: View
- Usage reports: View
- Marketplace: View and Edit (so the integration user can authorize the Minoa app)
1
Create or pick the approved group
In Zoom, create a user group that contains the recording hosts whose calls should reach Minoa, or use an existing one.
2
Confirm every intended host is in the group
Include anyone whose recordings should sync, even if they don’t have a Minoa seat.
3
Create a dedicated Zoom integration user
Don’t authorize with a named employee’s account. Use a dedicated integration user so the connection stays stable when people change roles.
4
Create the custom role
Create a custom Zoom role with the permissions listed above.
5
Set Custom Scope to the approved group
For Users, recordings, recording content, and reports, set the scope to the approved group. Never use Entire Account.
6
Assign the role to the integration user
Assign the custom role to the dedicated integration user.
7
Verify the scope in Zoom
Sign in to Zoom as the integration user and open Recording and Transcript Management. You should only see hosts from the approved group.
8
Connect Zoom in Minoa
In Minoa, go to Settings → Integrations, click Zoom, and connect while signed in to Zoom as the integration user.
9
Confirm the first sync
After the initial sync, check that the expected calls appear on your accounts and deals.
This is a host-based access boundary, not a meeting-purpose classifier. A non-sales meeting hosted by an approved user is still in scope, so only add people whose recordings should reach Minoa. Changing the group affects future syncs only. Reach out to support@minoa.io if you need help or have questions.
Frequently asked questions
Do I need admin access in Zoom?
Do I need admin access in Zoom?
Yes. The connection is workspace-wide, so you need an admin role in Zoom to approve the access Minoa requests during the OAuth flow.