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Zoom for Lightning

One Platform to Connect

Overview

Collaborate seamlessly using Zoom’s integration with Salesforce Sales Cloud, Service Cloud, and CTI. Supercharge your productivity and enhance customer experiences by leveraging Zoom Workplace features directly in your Salesforce environment.

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  • The Zoom for Lightning integration lets users schedule, start, and join Zoom Meetings within Salesforce, auto-log meeting details, view AI meeting summaries and streamline workflows, enhancing collaboration without switching platforms

  • Seamlessly manage sales calls, AI call summaries and auto-sync call notes with Zoom Phone and Salesforce Lightning integration for enhanced productivity

  • Automatically sync Zoom Webinar registrations and attendance with Salesforce campaigns. Sync participant engagement data like polls and Q&A questions to enhance lead insights and follow-up

  • Reduces post-call effort and time by automatically synchronizing customer data and history for each interaction with Zoom Contact Center

  • Leverage Zoom Contact Center to provide customers with a more personalized experience regardless of the channel they use

  • Zoom Revenue Accelerator is an AI-driven tool for sales teams that analyzes customer interactions, offering insights, coaching, and metrics to improve sales strategies and grow revenue faster

  • Automatically sync Zoom Events registration and attendance data with Salesforce campaigns. Send rich engagement data like polls and Q&A questions for targeting and lead follow-up

  • Easily schedule Zoom Meetings in Salesforce and auto-log details to boost productivity and streamline your sales and service workflows

Collaborate Happy using Zoom's native integration with Salesforce! 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 contact's details. 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 Zoom Phone. Additionally, Zoom Contact Center users can save time using single sign-on credentials to login to their Zoom and Salesforce accounts simultaneously, while accessing a host of functionality. Close business faster: - Meet over video with customers - Easily manage your inbound and outbound sales calls with a soft Zoom Phone dialer and take notes during your call. - Automatically create Salesforce campaigns when Zoom Webinars are created and sync attendee information and webinar participation to contacts. - Receive inbound call notifications, access call history and address book, and sync the presence status between Zoom Contact Center and Salesforce Omni-Channel

Categories

Business Needs
Sales
Customer Service
Marketing
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package

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