Zoom and touchpoint integration › Customer success › Configure › Customer Success Management

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure Zoom to create a touchpoint meeting summary

Set up the Zoom spoke integration and the bi-directional web hook to generate summaries for virtual touchpoint meetings.

Before you begin

Role required: sn_acct_lc.customer_success_application_admin

To configure the Zoom spoke, follow the steps listed in Set up the Zoom spoke.

A token is generated for Zoom connectivity.
Navigate to All > System Properties, edit the sn_acct_lc.zoom_integration_user_id property, and specify the Zoom account User ID in the Name field.

These steps enable you to generate a Zoom meeting link when you create a touchpoint meeting.
Navigate to All > Zoom Spoke > Zoom Webhook Validations and select New.
Enter the following details:
- Name: A unique name to identify the webhook validation record. For example, Zoom spoke webhook validation.
- Secret token: Secret token of the app in your Zoom account.
- Log in to your Zoom marketplace, open the General app, select Access > Event Subscriptions.

Image omitted: account-lifecycle-zoom-endpoint.jpg
Event notification endpoint URL

Add the Meeting summary has been completed event and specify the Event notification endpoint URL.

The next step is to register a Zoom webhook in ServiceNow to track events occurring in Zoom.
In your ServiceNow instance, navigate to All > Zoom Spoke > Zoom Webhook Registries.
Select New.
On the form, fill in the fields.

Field	Description
Trigger Type	Type of the Zoom event that triggers the subflow. Select Summary Completed from the list.
Secret token	Secret token from your Zoom account used for validating event notification.
Subflow Name	Subflow that is to be triggered when the specified conditions are met. Select the Process Zoom Meeting subflow.
Input	Input for the webhook registry. Select the following fields from the list:- Account ID - Event - Event TS - Object
Trigger Object	Zoom object that is used to trigger the subflow. Select Meeting from the list.
Name	Name of the webhook registry.

Image omitted: account-lifecycle-zoom-webhook.jpg
Zoom webhook registry

For more details on configuring the webhook, see .

When these steps have been completed, you can generate the meeting summary for touchpoint meetings that have been created using Zoom.