Setting up Zoom IQ email integration

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You can link your email service to import deal-related emails from your inbox to display and analyze with Zoom IQ. Once email integration is enabled and configured, you can control if emails will be auto-imported as well as to whom the email activities are visible to.

The article covers:

Prerequisites for configuring Zoom IQ email integration

How to enable Zoom IQ email integration for your account

Enabling the email integration means you are authorizing read-only access to your mail inbox to Zoom IQ. Others in your account or team may be able to view deal-related emails depending on your account’s settings and policies.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation panel, click Account Management then Account Settings.
  3. Click the Zoom IQ for Sales tab.
  4. Under Email, click the Email Integration toggle to enable it.
  5. (Optional) To prevent all users in your account from changing this setting, click the lock  icon, and then click Lock to confirm the setting.
  6. Under Email Visibility, click the dropdown for Allow email activities visible by and Allow email activities accessible by to choose between Entire Account, All Team Members, Your Manager, and Deal Owner only.

How to enable and configure Zoom IQ email integration

Account owners and admins do not have access to configure email integration on behalf of the user.

  1. Sign in to the Zoom web portal.
  2. In the navigation panel, click Settings.
  3. Click the Zoom IQ for Sales tab.
  4. Click the Email Integration toggle to enable it.
  5. (Optional) Click the Auto-Import Email toggle to enable it.
    Enabling this will automatically import deal-related emails from your inbox to display and analyze with Zoom IQ. You can remove emails individually at any time.
  6. Under Email Visibility, click the dropdown for Allow email activities visible by and Allow email activities accessible by to choose between Entire Account, All Team Members, Your Manager, and Deal Owner only.
  7. Under Email Integration, click Configure.
  8. Select between Google or Office 365 as your email service.
    Note: Zoom IQ will be granted read access to your emails with the service selected.
  9. Click Next.
    You will be prompted to sign in to your email account and allow Zoom access to your account to complete the configuration.

For additional help, submit a request to Zoom Support.

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