• September 14, 2015

Zoom Integrates Cloud Video Conferencing into Salesforce

Zoom has integrated with Salesforce so that users can access all of the video conferencing service's capabilities within the sales and marketing platform. Sales and marketing professionals can now instantly start Zoom meetings, email meeting information, and automatically log the session as an activity.

"Zoom is committed to making the communication and collaboration experience as seamless as possible," said Eric Yuan, founder and CEO of Zoom, in a statement. "With so many Salesforce users with their own customers spread across geographies, it is critical that they have the communications tools they need to conduct and grow their businesses readily available in the platform they use a substantial amount of the time."

With the Zoom integration into Salesforce, users can do the following:

  • Start an instant Zoom meeting from Lead, and automatically log as Activity on Lead. Also, send an email to the Lead with meeting information.
  • Instantly start a Zoom meeting from Contact, and automatically log as Activity on Contact. Also, send an email to the Contact with meeting information.
  • Make an existing Salesforce Calendar Event a Zoom Meeting. And start the Zoom meeting from the Event when ready to meet with the customer.
  • Add a Zoom App under Chatter to view scheduled Zoom meetings or schedule a new Zoom meeting without having to leave Salesforce.

Other recent Zoom integrations include Slac's real-time messaging, archiving, and search platform as well as Logitech and Zapier.


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