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. (Optional) Toggle Auto-Import Email to disable or enable it. Enabling this option will automatically import deal-related email from your inbox to display and analyze with Zoom IQ. You can remove emails individually at any time. Turn off to manually select emails to import on the Deal page.
  7. (Optional) Under Configure Import Exclusions, set up the below to prevent Zoom IQ from importing specific emails.
    • Select the Exclude emails when at least one contact has the specified email address check box, and click Add Email Addresses. You can input an email address separated by a comma or import from CSV. Click Save.
    • Select Exclude emails when at least one contact has the specified domain check box, and click Add Domains. You can input domains separated by a comma or import from CSV. Click Save.
    • Select Exclude emails when at least a specified word (not case sensitive) is contained in the email subject check box, and click Add Words. You can input words separated by a comma or import from CSV. Click Save.
  8. Under Email Visibility, click the dropdown for The occurrence of an email activity and its recipients are visible to and The subject and body of emails are visible to to choose between Entire Account, All Team Members, Your Manager, and Deal Owner only.

How to enable and configure Zoom IQ email integration for users

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. Under Email, click the Email Integration toggle to enable it.
    Note: When enabled, you are authorizing read-only access of your email 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. Please reach out to your IQ Admin for more information.
  5. Under Email Integration, click Configure.
  6. 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.
  7. Click Next.
    You will be prompted to sign in to your email account and allow Zoom access to your account to complete the configuration.
  8. (Optional) Click the Auto-Import Email toggle to enable it.
    Enabling this will automatically import deal-related email from your inbox to display and analyze with Zoom IQ. You can remove emails individually at any time. Turn off to manually select emails to import on the Deal page.
  9. Under Email Visibility, click the dropdown for Allow email activities visible by and Allow email activities content accessible by to choose between Entire Account, All Team Members, Your Manager, and Deal Owner only.

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