Zoom App Guide

The "Finveo.ai" Zoom app connects an advisor's own Zoom account with our internal CRM. It is used only by employees and sales partners of the TraineeFinance team who have a CRM login.

Prerequisites

• A personal login for Finveo.ai.
• A Zoom account. For transcripts, cloud recording and audio transcript must be enabled in your Zoom settings (Zoom Pro or higher).

Adding the app

1. Log in at finveo.ai.
2. Open Settings → Setup (Einstellungen → Einrichtung) and go to the step Connections (Verbindungen).
3. Click Connect Zoom (Zoom verbinden). You are redirected to Zoom.
4. Sign in to Zoom if asked, review the requested permissions and click Allow.
5. You are sent back to the CRM. Zoom now shows as connected with your Zoom e-mail address.

Using the app

• Meetings in your daily plan: your upcoming Zoom meetings are shown in the CRM and matched to client appointments by their join link.
• Recording settings: if you want, the CRM switches on automatic cloud recording and audio transcripts in your Zoom settings with one click, so you do not forget to record.
• Transcripts: record the meeting to the cloud (only with the client's consent). After the meeting ends and Zoom has finished the transcript, the CRM imports it automatically into the client's record. This is checked every 15 minutes. You find it in the client file under activities as "Zoom-Transkript".
• The CRM only accesses your own Zoom account and only meetings and recordings of your own account.

Removing the app

1. In the CRM open Settings → Setup → Connections and click Disconnect (Trennen) next to Zoom. The stored access tokens are deleted immediately.
2. Additionally, or alternatively, sign in to the Zoom App Marketplace, open Manage → Added Apps, find "Finveo.ai" and click Remove.

After removal the CRM can no longer create meetings or read recordings. Transcripts already imported remain part of the client file and are handled as described in our Privacy Policy. To have them deleted, contact luca.berger@traineefinance.de.

Troubleshooting

• No transcript appears: check that the meeting was recorded to the cloud and that "Create audio transcript" is enabled in your Zoom recording settings. Transcripts can take up to a few hours after the meeting.
• Zoom shows "error – reconnect": disconnect and connect Zoom again.
• Further help: Support.

Anleitung Zoom-App (Deutsch)

Hinzufügen

1. Auf finveo.ai anmelden.
2. Einstellungen → Einrichtung öffnen, Schritt Verbindungen.
3. Zoom verbinden klicken, bei Zoom anmelden und Zulassen klicken. Danach steht Zoom im CRM auf „verbunden“.

Nutzen

Das CRM zeigt deine anstehenden Zoom-Meetings im Tagesplan und ordnet sie über den Link deinen Kundenterminen zu. Auf Wunsch schaltet es automatische Cloud-Aufzeichnung und Transkript in deinen Zoom-Einstellungen ein. Zeichnest du das Gespräch mit Einwilligung des Kunden in der Cloud auf, holt das CRM das Transkript nach dem Termin automatisch in die Kundenakte (Prüfung alle 15 Minuten).

Entfernen

Im CRM unter Einstellungen → Einrichtung → Verbindungen bei Zoom auf Trennen klicken – die Zugangs-Token werden sofort gelöscht. Alternativ im Zoom App Marketplace unter Verwalten → Hinzugefügte Apps „Finveo.ai“ entfernen.