Levitate + Zoom Integration

Private Beta — coming soon to all Zoom users. This integration is currently available to a limited set of Levitate customers while it completes Zoom Marketplace review.

Levitate's Zoom integration adds a unique Zoom meeting link to every meeting your contacts book through Levitate's scheduling feature — no manual copy-pasting of a static link. When a contact picks a time, Levitate creates a dedicated Zoom meeting on your account and includes the join link in the calendar invite and confirmation. Reschedules update the same meeting, and cancellations are handled automatically.

Before you begin

You'll need:

• A Levitate account with the Meeting Scheduler enabled.
• A Zoom account that you can sign in to and authorize.

Adding the app (connecting your Zoom account)

1. In Levitate, open your Settings page at secure.levitate.ai/#/settings and find the Zoom section.
2. Click Connect Zoom.
3. You'll be taken to Zoom's sign-in and authorization screen. Review the requested permissions and click Allow.
4. You'll be returned to Levitate, and the Zoom card will show Connected along with the email of the Zoom account you linked.

You can also connect directly from the Schedule a Meeting page — click Connect Zoom on the Zoom banner at the top.

You only need to connect once. The connection applies to your own Levitate user — each team member who wants Zoom links connects their own Zoom account.

Using the app (adding Zoom links to your meetings)

1. Create or edit a meeting type in your Levitate scheduler.
2. Under Meeting Location, choose Virtual, check Generate a unique meeting link, and select Zoom.
3. Save the meeting type.

That's it. From now on, when a contact books that meeting type:

• Levitate creates a unique Zoom meeting on your connected Zoom account.
• The Zoom join link is included in the booking confirmation and the calendar invite sent to you and the attendee.
• If the meeting is rescheduled, the same Zoom meeting is updated — the join link stays the same.

On your public booking page, the meeting shows the unique-link location so invitees know the Zoom link will be provided when they book:

Note: You must have your Zoom account connected (see Adding the app) before you can select Zoom as the link provider. If you haven't connected yet, Levitate will prompt you to do so.

Summarizing a meeting (AI meeting summaries)

If you grant the optional recording & transcript permissions when connecting (see Permissions Levitate requests), Levitate can summarize a recorded Zoom meeting you held with a contact — and link you back to the source recording so you can review or share it.

This capability is available two ways:

• Levitate's AI assistant — the in-app assistant inside Levitate.
• Levitate's MCP server — for users who connect Levitate to an MCP-compatible AI client; the zoom_summarize_meeting tool provides the same capability.

How to use it (AI assistant)

1. Open Levitate's AI assistant.
2. Ask it to summarize a meeting with a contact, e.g. "Summarize my last Zoom call with Jane Doe" or "Recap the Zoom meeting I had with this contact yesterday."
3. The assistant returns a summary plus a link to the source Zoom recording, and can save the summary as a note on the contact if you'd like.

How to use it (MCP server)

From your connected MCP client, invoke the Summarize a Zoom Meeting tool (zoom_summarize_meeting) with the contact. It returns the meeting summary and the recording link, drawn from the same per-user Zoom connection.

How Levitate finds the right transcript

• If the meeting was booked through Levitate with a unique Zoom link, Levitate pulls that exact meeting's transcript.
• If the calendar event used a generic or personal Zoom link, Levitate uses your recorded meeting closest in time to the calendar event (within 15 minutes).

Requirements: the meeting must have been recorded to the Zoom cloud with a transcript, and you must have granted the recording/transcript permissions. Levitate only reads your own recordings. If you connected for scheduling only (and declined those permissions), reconnect and approve them to enable summaries.

Removing the app (disconnecting Zoom)

You can disconnect at any time, using either method:

From within Levitate

1. Open your Settings page at secure.levitate.ai/#/settings and find the Zoom section.
2. On the Zoom card, click Disconnect.

From Zoom

1. Sign in to the Zoom App Marketplace.
2. Go to Manage → Added Apps (or search for the app).
3. Find Levitate and click Remove.

What happens when you disconnect or remove the app: Levitate deletes the stored authorization (OAuth token) for your Zoom account. Existing calendar invites keep their already-generated links, but new bookings will no longer create Zoom links until you reconnect.

Permissions Levitate requests

When you connect, Zoom asks you to authorize the following. Levitate only acts on your own Zoom account.

Your data and privacy

• Levitate stores your Zoom authorization (OAuth tokens) encrypted, and never exposes them in your browser.
• Your tokens and connection are deleted when you disconnect in Levitate or remove the app from Zoom.
• For full details, see Levitate's Privacy Policy and Terms of Service.

Need help?

Contact Levitate support via our Contact page.