Integrations
Web appUpdated Nov 3, 2026
Acta records your Zoom, Google Meet and Microsoft Teams meetings, then sends the notes, action items and reports to the tools your team already uses.
Connect a tool
- 1In Acta, open Integrations in the sidebar.
- 2Find the tool. The tabs at the top show Ticketing, CRM, Knowledge base, Messaging and Automation tools, and the ones you've connected.
- 3Click Connect and follow the steps to give Acta access.
- 4For Jira, Asana, ClickUp and Monday.com, click Settings on the card to choose where tickets go.
Meeting platforms
| Platform | How Acta records it |
|---|---|
| Zoom | The notetaker, the Chrome extension (Zoom in the browser) or the desktop app |
| Google Meet | The notetaker, the Chrome extension or the desktop app |
| Microsoft Teams | The notetaker, the Chrome extension (Teams in the browser) or the desktop app |
Ways to record a meeting compares them.
Ticketing
| Tool | What Acta does |
|---|---|
| Jira | Reviews your meetings for potential new Jira tickets |
| Asana | Reviews your meetings for potential new Asana tasks |
| ClickUp | Reviews your meetings for potential new ClickUp tasks |
| Monday.com | Reviews your meetings for potential new Monday.com items |
CRM
| Tool | What Acta does |
|---|---|
| Salesforce | Sends meeting summaries, action points and deal reports to Salesforce |
| HubSpot | Syncs action points and summaries to HubSpot |
| Zoho | Sends meeting summaries and deal summaries to Zoho |
To add a report to a customer's contact, see Send meeting reports to Salesforce, HubSpot or Zoho.
Knowledge base
| Tool | What Acta does |
|---|---|
| Confluence | Turns meeting discussions into structured Confluence pages |
| Notion | Syncs meeting summaries to a Notion page |
| Google Drive | Saves meeting summaries to Google Drive |
Messaging
| Tool | What Acta does |
|---|---|
| Slack | Posts each meeting's summary, decisions and action items to a Slack channel |
Automation and AI assistants
| Tool | What Acta does |
|---|---|
| Zapier | Sends meeting outcomes, transcripts, action items, sales updates and tickets to thousands of other apps |
| Claude, ChatGPT and others | Lets you ask about your Acta meetings from your AI assistant. Set it up in Settings › AI assistants (Pro). |
See what Acta sends to each tool, with examples, on Acta integrations.
Troubleshooting
A tool asks me to reconnect
Some tools ask you to sign in again from time to time. Open Integrations, reconnect the tool from its card and sign in again.
How do I disconnect a tool?
Open Integrations and click Disconnect on the tool's card.
Related
Still stuck? The Acta team can help. support@acta.aiContact us