Documentation

Guide to adding, using, and managing integrations and call uploads in SalesAstro

Zoom Integration Guide
Step-by-step instructions for integrating SalesAstro with Zoom

Adding the Zoom Integration

  1. Navigate to Settings: Log in to your SalesAstro account and go to Settings → Integrations.
  2. Find Zoom: Locate the Zoom integration card in the integrations list.
  3. Click Connect: Click the "Connect" button next to Zoom.
  4. Authorize Access: You'll be redirected to Zoom's authorization page. Review the permissions and click "Authorize" to grant SalesAstro access to your Zoom account.
  5. Confirmation: Once authorized, you'll be redirected back to SalesAstro, and the integration will show as "Connected" with your Zoom account information.

Using the Zoom Integration

Automatic Sync: Once connected, SalesAstro periodically syncs your Zoom recordings. New recordings will appear in your Calls list shortly after they become available.

Webhook Processing: You can optionally enable Zoom webhooks for faster imports. Even without webhooks, scheduled polling keeps integrations up to date.

Deduplication: If you upload a call manually that was already synced from Zoom, our system will automatically detect and prevent duplicates based on meeting metadata.

Required Permissions

SalesAstro requests Zoom permissions required to list recordings and download recording files:

  • Recording:Read: Access to view your meeting recordings
  • Meeting:Read: Access to meeting metadata and information

Removing the Zoom Integration

  1. Go to Settings → Integrations in your SalesAstro account.
  2. Find the Zoom integration card.
  3. Click the "Disconnect" button.
  4. Confirm the disconnection. This will revoke SalesAstro's access to your Zoom account.
  5. Note: Disconnecting will stop automatic syncing of new recordings, but existing calls in SalesAstro will remain accessible.

Important Notes:

  • Only Zoom cloud recordings are synced. Local recordings must be uploaded manually.
  • Recordings must be enabled in your Zoom account settings.
  • Processing time depends on recording length and current queue load.
  • You can still manually upload recordings even with the integration connected.
Other Integrations
SalesAstro also supports GoHighLevel, HubSpot, and Pipedrive

GoHighLevel

Connect your GoHighLevel account via OAuth to sync call recordings. Go to Settings → Integrations → GoHighLevel → Connect and complete the authorization flow.

HubSpot

Connect HubSpot via OAuth. HubSpot call engagements will sync into SalesAstro for transcription and analysis.

Pipedrive

Connect Pipedrive via OAuth. Pipedrive call logs with recordings will sync into SalesAstro for analysis.

Manual Upload
Upload call recordings directly to SalesAstro

Supported Formats

SalesAstro supports the following audio formats:

  • MP3
  • WAV
  • M4A
  • Other formats supported by AssemblyAI

Upload Process

  1. Navigate to Uploads in the sidebar
  2. Click "Upload Files" or drag and drop audio files
  3. Add optional metadata (title, date, participants)
  4. Click "Start Upload"
  5. Files will be processed automatically through our pipeline
Processing Pipeline
Understanding how SalesAstro processes your calls
1

Transcription

Audio is transcribed using AssemblyAI with speaker diarization to identify different speakers.

2

AI Analysis

AI Spotlight automatically generates summaries, key moments, next steps, and sales signals. AutoStage segments calls into sales stages.

3

Review & Organize

Add notes, bookmarks, and review calls against scripts. Use keyboard shortcuts for efficient navigation. Apply AI-generated stages or create manual ones.

Features Overview

AI Spotlight

Generate comprehensive AI summaries with key moments, next steps, sales signals, and topic extraction. Plan-limited monthly runs.

AutoStage

Automatically segment calls into sales stages using AI. Map to your stage templates and merge or replace existing stages.

Call Notes & Bookmarks

Add timestamp-anchored notes and color-coded bookmarks to important moments in calls.

Call Scripts

Create reusable script templates, review checklists, and track team memorization progress.

Audio Waveform

Interactive waveform visualization with keyboard shortcuts for easy navigation.

Team Chat v2

Enhanced chat with full-text search, direct messages, pinned messages, file attachments, and more.

Need More Help?

If you need additional assistance or have questions not covered in this documentation, please reach out to our support team.

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