Legacy Makers for Zoom

A complete guide to installing, using, and removing the Legacy Makers Zoom integration.

What the Integration Does

Legacy Makers helps funeral homes and design professionals create personalized funeral programs. Our sales and onboarding team meets with prospective funeral homes over Zoom. When this integration is enabled, the AI Companion summary of a completed demonstration meeting is automatically attached to the matching funeral home record inside the Legacy Makers management portal — so the team has an accurate written record of what was discussed without taking manual notes.

The integration is read-only. It never starts, joins, changes, or ends meetings, and it never records or stores meeting audio or video.

Prerequisites

  • A licensed Zoom account with AI Companion meeting summaries available.
  • A Legacy Makers account with manager or administrator access.
  • Permission from your Zoom account owner to install marketplace apps, if your organization restricts installs.

Adding the App

1

Sign in to Legacy Makers

Go to legacymakersai.com and sign in with your manager or administrator account.

2

Open the Zoom integration settings

Visit the Zoom Integration settings page and select Connect Zoom.

3

Review and approve the permissions

Zoom will display the permissions being requested — read access to your meeting details and your meeting summaries. Review them and select Allow.

4

Confirmation

You will be returned to Legacy Makers and see a confirmation that Zoom has been connected. Setup is complete — no further configuration is required.

Using the App

  1. Schedule a demonstration with a funeral home from the Legacy Makers sales portal, which creates the appointment record.
  2. Hold the meeting in Zoom as you normally would, with AI Companion meeting summary turned on.
  3. When the meeting ends and Zoom finishes generating the summary, it is delivered to Legacy Makers automatically.
  4. Open that funeral home's record in the sales portal — the summary appears in the activity timeline, labeled as a meeting summary, with the date and time.
  5. If a summary cannot be matched to a scheduled appointment, it is matched to the closest meeting for that host so nothing is lost.

Summaries typically arrive within a few minutes of the meeting ending. If AI Companion was not enabled for a meeting, no summary is produced and nothing is sent.

Removing the App

1

Open your Zoom account settings

Sign in at marketplace.zoom.us and open Manage → Added Apps, or search for the Legacy Makers app.

2

Remove the app

Select the Legacy Makers app, then select Remove and confirm. Access is revoked immediately and no further meeting summaries will be sent.

3

Optional — delete stored summaries

Summaries already saved to your funeral home records remain in Legacy Makers as part of your business history. To have them deleted, email support@legacymakersai.com and we will remove them.

Troubleshooting

  • No summary appeared — confirm AI Companion summary was enabled for that meeting and that the meeting has fully ended.
  • Summary attached to the wrong record — open the record and move or delete the note, then contact support so we can correct the match.
  • Authorization failed — your Zoom account owner may restrict marketplace app installs; ask them to pre-approve the Legacy Makers app.

Support

Email support@legacymakersai.com or visit our support page. We respond within one business day.

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