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Elevate Your Agents with AgentExchange Solutions
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Zoom

Close business faster with video, voice, and webinars

Overview

  • Seamlessly start a Zoom Meeting and track it in your Salesforce activity history.

  • Easily manage your inbound and outbound sales calls and sync call notes automatically when using the Zoom Phone soft dialer.

  • Automate syncing Zoom Webinar attendee information and webinar participation to contacts.

Meet Happy using Zoom’s native integration with Salesforce! Supercharge your productivity by leveraging Zoom Meetings, Zoom Phone, or Zoom Webinars from your Salesforce environment. With a few clicks, you can start a Zoom Meeting with your contacts and record your conversation in your Salesforce activity history. Schedule or start a Zoom Webinar, add leads and contacts as registrants and track participation as a part of that contacts details. Additionally, use the Zoom Phone dialer to start and manage your Zoom Phone calls, automatically log call activity, and pop contacts directly from the Salesforce interface into your Zoom Phone.

Categories

Business Needs
Chat & Web Conferencing
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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  • Zoom Contact Center for Service Cloud Voice enables agents to access contact center functionality within Salesforce's Omni-Channel to increase agent productivity, providing them with an efficient and unified experience in a single place.