Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.Zoom Integrations
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It's easy to connect Salesforce + Zoom without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new Meeting or Webinar is created.
Triggers when a new Recording is completed for a Meeting or Webinar.
Triggers when a new registrant is added to a Webinar.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.
Add a new meeting registrant.
Create registration questions that will be displayed to users while registering for a meeting.
Creates a new webinar registrant.
Salesforce is a cloud-based software company founded in 1999 by Marc Benioff. It is an American multinational corporation that develops commercial enterprise software and provides customer relationship management services. The company has its corporate headquarters in San Francisco, California.
Salesforce operates some of the largest instances of customer relationship management software, with more than 100,000 customers and 28 million users. As of April 30, 2018, it was valued at $110 billion.
Zoom is a multi-platform video conferencing software that enables users to create meeting sessions using voice chat, screen sharing, and video chat. The technpogy behind Zoom was built on the foundations of WebRTC, peer-to-peer networking, Web API, and open source contributions from the community.
Salesforce created its own video calling service called Salesforce Video (formerly “Salesforce Chatter Video”. that works with other Salesforce products, including Sales Cloud, Service Cloud, Marketing Cloud, and Community Cloud. Salesforce Video uses both GoToMeeting and Join.me for audio and video calling, but not with third-party services.
Integration of Salesforce and Zoom can be accomplished through integration with Zoom for Salesforce. With Zoom for Salesforce, companies can use Zoom as their Salesforce meeting room without having to learn a new system or switch between multiple applications during the meeting. It allows Salesforce users to initiate a Zoom video call from within a Salesforce page or record the meeting directly within Salesforce. This integration also works with existing Salesforce features such as Lightning Communities and Lightning Components. For example, you can launch the Zoom meeting from within a Lightning Community or Lightning Component.
The primary benefit of integrating Salesforce and Zoom is that you can use one system for all your meetings instead of using two separate systems that require different login credentials each time you want to join or leave a meeting. You also do not need to worry about missing out on important information because it’s all in one place.
Another benefit is that you can use the functionality native to Salesforce to easily record meetings or take notes during a meeting. Zoom provides a detailed recording of who said what during the meeting so that you have access to this information later if needed.
In conclusion, Integration of Salesforce and Zoom can be done through integration with Zoom for Salesforce. It will allow you to use one system for all your meetings instead of using two separate systems that require different login credentials each time you want to join or leave a meeting. You also do not need to worry about missing out on important information because it’s all in one place. The benefits of integrating Salesforce and Zoom provide a powerful combination allowing users to achieve their business goals efficiently while saving valuable time and money.
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