Dreamhub for Zoom

1. Setting Up the Integration

Prerequisites

Before installing the Dreamhub Zoom integration, ensure you have:

• An active Dreamhub account with appropriate permissions
• Admin permission to your Zoom account

Step-by-Step Registration Process

1. Log into Dreamhub: Open Dreamhub and make sure you’re signed in.
2. Go to Your Profile Menu:
   • Go to Your Profile Menu
   • Click your user icon in the top-right corner of the screen

3. From the dropdown, click Register to Zoom

   

4. Complete Setup in Dreamhub

   • After authorization, you'll be redirected back to Dreamhub

     

Troubleshooting Guide

Common Issues and Solutions:

• Authorization Failed Error
  • Solution: Clear your browser cache and cookies, then retry the installation process
  • Ensure pop-up blockers are disabled for zoom.us and dreamhub.ai
• Integration Not Appearing in Dreamhub
  • Solution: Log out of both Zoom and Dreamhub, then repeat the registration process
  • Check that your Dreamhub account has the necessary permissions for integrations
• Permission Denied Error
  • Solution: Ensure you have Admin permission in Zoom

  • Verify your Dreamhub account role allows for integration management

    

• Connection Timeout
  • Solution: Check your internet connection and firewall settings
  • Ensure dreamhub.ai and zoom.us are whitelisted in your network

For additional support, contact support@dreamhub.ai 

2. Usage Guide

Core Features and Use Cases

Automatic Meeting Logging

Use Case: 
Automatically sync your Zoom meetings to Dreamhub CRM for complete customer interaction tracking

Prerequisites:

• Zoom integration must be active
• Meeting host must have Dreamhub account connected

How to Use:

1. Schedule or start a Zoom meeting as normal
2. Dreamhub automatically captures meeting details including:
   • Meeting participants and their email addresses
   • Meeting duration and timestamp
   • Meeting recording links and transcript
3. View meeting data in the relevant contact or deal record in Dreamhub

Meeting Insights and Analytics

Use Case: 
Track customer engagement and meeting patterns across your sales pipeline

Prerequisites:

• At least one completed Zoom meeting
• Appropriate viewing permissions in Dreamhub

How to Use:

1. Following a Zoom meeting (recorded), login to Dreamhub and navigate to the Activities tab in the Person’s page who you had the meeting with.
2. Select meeting record
3. View the call summary, including:
   • Overview
   • Pain Points
   • Next Steps
   • Participants
   • Link to the meeting recording

3. Removing the Integration

If you’ve connected Dreamhub to Zoom but no longer want to use the integration, you can easily disconnect it from your account.

1. Log into Dreamhub: Open Dreamhub and make sure you’re signed in. Open Dreamhub and make sure you’re signed in.
2. Go to Your Profile Menu: Go to Your Profile Menu Click your user icon in the top-right corner of the screen
3. Open Zoom Settings: From the dropdown, click Register to Zoom (this is the same place you first connected Zoom).
4. Deregister from Zoom: Click Deregister to disconnect Dreamhub from Zoom.

Implications of Deauthorization

What Happens When You Remove the Integration:

• All automatic meeting syncing will stop immediately
• Existing meeting data in Dreamhub will be retained
• Zoom meeting links created through Dreamhub will continue to work
• Meeting analysis and meeting summaries will no longer be created with new data

Data Handling and Privacy

Data Retention:

• Historical meeting data already synced to Dreamhub remains in your CRM
• No new data will be collected from Zoom after deauthorization
• Your existing CRM records and notes are unaffected

Data Removal:

Zoom-related data cannot be selectively removed from Dreamhub without deleting your entire Dreamhub account

Complete data removal requires account termination as follows:

1. Email privacy@dreamhub.ai with your account details
2. Request "Complete Account and Data Deletion"
3. All data, including Zoom meeting history, will be permanently deleted within 30 days of request
4. This action is irreversible and will remove ALL your Dreamhub data, not just Zoom-related information

Re-enabling the Integration

You can reconnect the Zoom integration at any time by:

1. Following the installation steps in Section 1
2. Previous settings and preferences will need to be reconfigured
3. Historical data will remain, and new syncing will resume