Zoom Integration

Enabling "Julia from Blue" - Our Zoom Integration

Blue's Zoom integration helps users record, review and get coached on their sales meetings. We use the information captured during the meetings to help you easily update your CRM data and keep your systems in sync with our growing list of third party integrations. You are in control of which integrations you choose to enable and you'll be able to do so from Blue's settings page.

Adding the App

To successfully use the Zoom recorder extension, ensure that you have a Blue Account. This is easy to create and head over to https://beta.getblue.ai/sign-up to create your account. Your Zoom plan administrator needs to enable "Julia from Blue" on the Zoom Marketplace. This can be done by doing the following:

  1. Head over to the installed apps section in Zoom - https://marketplace.zoom.us/user/installed

  2. Search for "Julia from Blue"

  3. Press "Add for Others" to enable it for your entire org or "Add for Myself" to enable it only for your account

From here on out, whenever you want Julia to join the meeting and take notes and give you conversational intelligence, simply grab the invite link and head over to https://beta.getblue.ai/meetings and paste the invite link and hit "Join Zoom". Julia should join the meeting shortly and your meeting notes and insights will be available on Blue after the meeting ends.

Usage

There's a lot of functionality that's available in Blue and to make it simple, our team has recorded a helpful video here.

In short, Julia is able to:

  1. Record your meetings and summarize them

  2. Capture meeting notes and action items

  3. Sync meeting insights and notes with your CRM for you and your prospects

  4. Surface coaching insights on how you help you sell better

Removing the App

  1. Login to your Zoom Account and navigate to the Zoom App Marketplace.

  2. Click Manage >> Added Apps or search for the "Julia from Blue" app.

  3. Click the "Julia from Blue" app.

  4. Click Remove.

Got more questions

If you still have any questions, write to us at support@getblue.ai or head over to our Frequently Asked Questions.