Zoom Integration Salesforce. Zoom Integration Enable Zoom integration so reps can take adva
Zoom Integration Enable Zoom integration so reps can take advantage of automatic link creation in Salesforce Inbox and use Zoom as a video source in Einstein Conversation Insights. Boost efficiency with smarter calls, syncs and follow ups. After enabling the feature in Zoom, it may take a in this video learnHow to Integrate salesforce with zoomZoom Integration in SalesforceCreate a Meeting of Zoom using SalesforceWant to Connect with me one to In 2023, we introduced Zoom for Salesforce Lightning app (V2) integration. Improve Before agents can use the integration, admins need to set up and configure the Salesforce integration from the Salesforce Console and Zoom web portal. Then sales reps can connect their Zoom accounts. Verwalten Sie Zoom-Meetings und Webinare effizient mit Salesforce. When Zoom App for Salesforce The Zoom app available on the Salesforce AppExchange provides a comprehensive integration between After an admin has installed the Salesforce integration and configured the integration with Zoom Meetings, Salesforce users can start meetings and Explore how Zoom Salesforce integration can transform your business in 2025. This article provides a step-by-step guide for integrating your organization's Salesforce instances using a dedicated integration user who is provisioned with the Salesforce Integration user With the Salesforce integration, organizations can integrate Zoom with their Salesforce instance. X to 2. While maintaining the same features, such as initiating meetings and webinars or making phone calls, we've Zoom Integration with Salesforce allows users to seamlessly schedule, manage, and join Zoom meetings directly within the Salesforce platform. . Discover how Zoom Salesforce integration streamlines your Important In Zoom, enable the Cloud recording and Audio transcript features so meetings and their transcripts are available to Salesforce. Connect Salesforce with your company’s Zoom account. This allows your organization to quickly schedule meetings with leads, as well as other features. Uncover the benefits of Salesforce Zoom integration and expert tips to effortlessly connect your teams and customers. After an admin has installed the Salesforce integration and configured the integration with Zoom Meetings, Salesforce users can start meetings and sync attendees and other details to Salesforce. Available with Inbox in Sales Cloud, which is included in Performance and Unlimited These steps are only required if updating the Zoom for Salesforce Lightning app from 1. This article guides users through the various features available to them with the integration. 1, in order to ensure proper picklist functionality, and Supercharge your productivity by leveraging Zoom Meetings and Zoom Phone from your Salesforce environment. If you do not yet have this option Explore the smooth integration between Zoom and Salesforce, boosting productivity with features like meeting tracking, call management, and Before using the Zoom for Salesforce integration, installation must first be done by an account administrator. Note: This integration supports Note: The Salesforce Marketing User type is required for any user creating Campaigns in Salesforce, which is a primary function of the Zoom Events integration with Salesforce. Entdecken Sie, wie die Zoom-Salesforce-Integration Ihre Geschäftsabläufe optimiert. With a few clicks, you can start a Zoom Meeting with you contacts After an admin has installed the Salesforce integration, they will need to then configure the integration with one or more of the supported Zoom products, including Meetings, Webinars, Learn how to integrate Zoom with Salesforce: schedule meetings, auto-log activities & sync data for better efficiency . Manage Zoom meetings and webinars efficiently with Salesforce. Note: This user type is required for any user creating Campaigns in Salesforce, which is a primary function of the Zoom Events integration with Salesforce.