SMARTe GTM Intelligence

See who you're meeting with, right inside Zoom: the company, the people on the call, and the Buying Group roles that aren't in the room yet. Data comes from SMARTe and uses your organization's SMARTe credits.

Before you start

• A Zoom account with Zoom Apps enabled, using an up-to-date Zoom desktop client.
• A SMARTe account and API key. If your company already uses SMARTe, your Zoom admin can connect it once for everyone. No SMARTe account yet? Contact us.

Adding the app

For yourself

1. Open the SMARTe listing in the Zoom App Marketplace and select Add.
2. Review the permissions and select Allow.
3. In the Zoom desktop client, open Apps and choose SMARTe.

For your whole organization (Zoom admins)

1. Make sure Zoom Apps is turned on in your Zoom account settings. If your account requires app pre-approval, approve SMARTe in the App Marketplace.
2. On the SMARTe listing, select Add for others, choose all users or specific users, then select Allow.

Connecting SMARTe

1. Open the SMARTe app in Zoom. The first time, it asks for a SMARTe API key.
2. Zoom admins can choose Everyone in our Zoom account, so nobody else in the organization needs a key. Others can connect a personal key that applies only to them.
3. SMARTe checks the key before saving it. Keys are stored encrypted and only the last four characters are ever shown.
4. Next, confirm Your company: what you sell, the technologies and topics that matter, and who you sell to. SMARTe prefills this from your work email domain, and you can edit it any time from the key menu.

Using the app in a meeting

• Company: SMARTe picks the prospect's company from attendee email domains, skipping your own company and personal email addresses. If several companies are on the call, switch between them under the search box, or type any company website.
• People: attendees appear as cards. Select Look up to see verified title, seniority, email and phone. Colleagues are marked Your team.
• Buying Group: select Map it to see which roles are in the meeting and which aren't yet.

Zoom shares attendee email addresses only with meeting hosts and co-hosts. If you join as a regular attendee, type the company website once.

Changing or removing a key

Select the key chip at the top of the app. Change key checks the new key before it replaces the old one. Remove disconnects it. Only Zoom admins can change the organization's key.

Removing the app

1. Sign in to the Zoom App Marketplace and select Manage, then Added Apps.
2. Find SMARTe and select Remove.

When you remove the app, SMARTe deletes the data it stored for you: your Zoom authorization, your personal SMARTe key and your personal settings. An organization key set by your admin stays until an admin removes it in the app.

What data the app uses

• From Zoom: your Zoom user ID, name, email and account role, and, during meetings, participant names and (for hosts) participant emails. These are used to show SMARTe data in the app.
• Stored by SMARTe: your Zoom authorization tokens and SMARTe API key, encrypted, plus the company details you save. Meeting participant lists are not stored.
• Sent to SMARTe's data API: the company websites, names and emails you look up, to return matching records.

Support

Questions or problems? Contact SMARTe support.