Zoom and Salesforce are two applications that in business can easily go hand in hand without problems. Widely used in the work field, it is only natural that both have become part of people’s daily lives. So the thought of a Zoom phone Salesforce integration sounds like a fantastic idea.
The fact of being able to integrate two widely used apps to facilitate processes and link accounts sounds wonderful. So let us tell you that for some time now this has been possible. You can organize meetings with your Salesforce calendar and make use of Zoom’s call service. Saving you the hassle of manually linking controls.
How to integrate Zoom with Salesforce?
Integrating Zoom phone with Salesforce is a simple thing that doesn’t require much of your time to accomplish. However, to complete this you have to consider certain requirements, especially for the Zoom with Salesforce integration that we will show you below before we take a look at the process itself:
- Zoom Phone license
- Zoom desktop client
- Windows, 5.8.3 or higher
- macOS, 5.8.3 or higher
- Zoom for Salesforce app, 3.19 or higher
- Automatic Calling from Third-Party Applications enabled by the admin
Once you have verified that these requirements have been met, you can begin the process of linking Zoom with Salesforce. While this is a relatively simple thing to do, there are a few different ways to do it that are worth noting.
How to integrate Zoom and Salesforce with Automate.io
There are different linking applications that allow you to integrate these two in just minutes. With a few clicks, Automate.io will present you with the option to link Zoom with Salesforce, as well as specifically choose the features you prefer.
Thus exporting your data to allow you to link Salesforce work relationships with Zoom calls. This is an automated system, but you will need to be logged into both Zoom and Salesforce to do this.
Likewise, if one of the features doesn’t quite convince you, you can always change it. Through the Salesforce application itself or Zoom in its settings, you will be able to finalize certain details about the linking that you may have missed. In a process that will take you a few minutes and will not impose much trouble.
How to integrate Zoom and Salesforce with AppExchange
This is a native Salesforce option, for which you will need to download Zoom from the Salesforce AppExchange. Once you have done this and passed the encryption and login stages, the process is simple. All you need to do is log in to your Zoom administrator account.
Let’s remember that this is an ideal option for remote office workers. With the ability to track and measure meetings by Zoom thanks to Salesforce statistics. Furthermore, thanks to this feature you can adjust the synchronization with Google Calendar in a matter of seconds to keep track of every meeting held.
Integrating Zoom and Salesforce manually
Thanks to the existing partnership between the applications, it is possible to integrate them manually. This is thanks to the data loader and importer that Salesforce has available, which is the ideal function to pair with Zoom.
As it is a massive process, you will avoid having to load data one by one. Thus creating an organized meeting history with all the information coming from Zoom. Perhaps this is not the ideal option, since it is a process that you will have to supervise constantly to avoid losing validity.
Why should you do a Zoom phone Salesforce integration?
Once you have the answer to “Does Zoom phone integrate with Salesforce?” it is worth clarifying certain details that may be overlooked. Especially in the case of phone calls, which is one of the main widgets used.
| Do this by linking your accounts! | |
| Salesforce Zoom will be used to call via the phone widget. | Zoom participant data synchronization. |
| Immediately scheduled meetings | Calendar linkage with Google. |
| Notes during calls. | Emails with meeting invitations. |
| Call log | Synchronized call notes. |
Once the integration is done, within Salesforce you will be able to identify the Zoom phone widget. Which allows phone calls to be made and organized through Zoom for tracking with Salesforce.
Although it should be clarified that this must be configured by the Salesforce administrator from your session. The easiest way to activate this configuration is from the “Manage assignments” button located in the administrator settings. As long as the above requirements are met.
How to use Zoom phone through Salesforce
The truth is that using Zoom calls through Salesforce is not that far from the original Zoom experience. While it opens up a world of possibilities in terms of the work environment, the handling of the application as such is the same, without becoming much more complicated.
Once the widget is activated, the process of receiving and making calls remains very close to the original Zoom. This is because the widget that appears in the Salesforce app maintains the main functions of the application. Likewise, with Salesforce you will have the possibility of placing calls on hold by clicking on the pause button that will appear during the call.
Call recording is also another feature that you will use a lot when it comes to business meetings. Although this is a function that is defined by the administrator, if you have the possibility, you will see a symbol inside the pad to record meetings.
Administrator privileges
As you may have noticed, many of the functions are rooted in the administrator’s privilege. Being the one who generally configures the possibilities and options that users will have when using the Zoom widget with Salesforce.
It is worth noting that the administrator can edit the functions at any time. So it will only be necessary to refresh the window for some of the previously blocked functions to appear.
References
-
“Configuring Zoom Phone in Salesforce.” Support Zoom, https://support.zoom.us/hc/en-us/articles/4418700795917-Configuring-Zoom-Phone-in-Salesforce.
-
“Help And Training Community.” Help And Training Community, https://help.salesforce.com/s/articleView?id=sf.video_zoom_setup.htm&type=5.
-
Stone, Marcus. How to Integrate Zoom with Salesforce. YouTube, https://www.youtube.com/watch?v=keCa80il-L0.
-
“Using Zoom Phone in Salesforce.” Support Zoom,https://support.zoom.us/hc/en-us/articles/4418794348813-Using-Zoom-Phone-in-Salesforce.