Go here for an overview of recording calls with Zoom's native recorder.
Prereqs
Check you have the following prerequisites before enabling native Zoom recording.
Zoom settings for Business or Enterprise plans
On the account or relevant group level, make sure:
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Cloud Recording is toggled to ON, and unlocked
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Automatic Recording can be toggled to ON or OFF, but it must be unlocked
Zoom settings for Pro plan
If you are on the Zoom Pro plan, complete the steps in this article before performing the steps below.
Enable native recording
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In your company settings page, click Web Conferencing.
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In the Zoom row, click SETTINGS.
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In the Native Recording area > Set up & validate Zoom connection step:
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Select your Zoom plan.
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Click TEST ZOOM SET UP.
During the test, Gong checks the settings for users and meetings in both Gong and Zoom to make sure Zoom recording can be enabled successfully. The test can take a few minutes to run.
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When the test is complete, check the test results:
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Green checkmarks indicate the test passed.
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Yellow indicates that some team members may still continue to be recorded with the Gong bot. Click How to fix to find out how to correct their settings.
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Red symbol indicates there was a problem. Click How to fix to find out how to resolve the issue and run the test again.
Note
If you have a Zoom Business or Enterprise account, but the test suggests that you do not, check the following:
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In Zoom, go to your account settings, turn on Cloud recording, go to the Advanced cloud recording settings, and check whether you can see the Audio transcript setting.
If you can't see it, contact Zoom and ask them to enable it for your organization. It seems that in some rare cases, Zoom doesn't enable this feature as part of the business or enterprise packages.
During native recording, Gong leverages the audio transcript's speaker timeline information, which is why Gong uses it as a marker in the test.
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(Recommended) toggle Delete recordings from Zoom once they are retrieved by Gong and Delete recordings initiated by Gong but not retrieved to ON.
These settings can help reduce your Zoom storage and uphold data retention policies. Go here to learn more.
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Click ENABLE ZOOM RECORDING to use Zoom to record meetings wherever possible.
Whenever native recording cannot be used, the Gong bot joins the call (We recommended that you leave on Gong audio prompt for such cases).
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(Recommended) Read our article on Detailed Zoom settings for native Zoom recording to learn about settings we recommend you set in Zoom.