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Zoom’s Deep Integration with Salesforce Will Transform How You Interact with Customers
November 18, 2019 by Aleks Swerdlow

It’s Dreamforce 2019 this week, and Salesforce’s annual gathering of customers, partners, and employees will take over downtown San Francisco for, in Salesforce’s words, a “fun family reunion.” If you’re attending, you’ll hear inspiring stories from keynote speakers and event sessions, as well as exciting product updates and service enhancements. But you’ll also hear a lot about the future of technology, one that includes immense flexibility, interoperability, and automation to get more done faster in the workplace. And that’s where the power of Zoom + Salesforce comes in.

Zoom + Salesforce = Close business faster

Streamlining how you use technology to manage customer relationships requires a best-of-breed approach to simplify and automate all the ways business development reps, account execs, and customer success managers engage with their customers.

Zoom fully supports this best-of-breed strategy and has invested in deep product integrations with Salesforce, offering integration with Zoom Meetings and Zoom Phone. The goal is simple: Zoom wants to empower organizations to streamline workflows within the world’s leading CRM, support business flexibility, and better enable the end-user.

There are a number of ways to leverage Zoom + Salesforce to improve the management of important customer outreach activities. With our native app, you can:

  • Start an instant Zoom meeting from a Salesforce event, lead, or contact page
  • Make any Salesforce event a Zoom meeting, automatically adding meeting details and notifying attendees
  • Sync any Zoom meeting to Salesforce automatically updating records when event attendee matches a lead or contact
  • Automatically bring up a lead/contact page on an incoming Zoom Phone call from that lead/contact, auto-populating the record when the caller’s contact info is in Salesforce
  • Automatically bring up a lead/contact entry screen if Zoom Phone incoming call is from an unknown user
  • Initiate an outgoing Zoom Phone call from within Salesforce using the Zoom app’s keypad or click-to-dial a contact/lead number

Using the Zoom Salesforce app

We asked a Zoom customer to share how they use Zoom’s Salesforce app to increase productivity and reduce the time spent on menial data entry tasks. Dave Anderson, head of business services at UK-based Thomas International, which provides human resources assessment services around the world, said Zoom’s Salesforce integration helps Thomas International provide a better customer experience.

“At Thomas, we’re putting Zoom technology at the heart of our customer support experience,” he said. “The flexibility and control it allows is opening new opportunities to innovate how we serve customers and accelerate our digital transformation. We are really excited by the opportunity to integrate Zoom with Salesforce to give advanced levels of insight to our sales and customer care teams before the phone has even been answered!”

Zoom + Pardot

PardotAnd if that wasn’t enough, Zoom also offers integration with Pardot, Salesforce’s B2B marketing automation platform. Our native app enables a bi-directional data sync between Pardot and Zoom. Pardot users can create and manage their lists in Pardot and connect them to Zoom Video Webinars. Information about webinar registrants, attendees, and no-shows gets automatically shared between the two platforms, reducing the need for manual intervention in tracking lead engagement.

San Jose-based Green Bits told us at Zoomtopia 2019 how it uses Salesforce and Pardot in conjunction with Zoom to streamline its lead generation and sales enablement processes. Team members, for instance, leverage a combination of Salesforce and Pardot to invite interested leads from a Zoom Webinar to a sales demo over a Zoom Meeting.

Integrate Zoom-Salesforce today

Zoom’s video-first unified communications platform enables users to be productive within the applications or tools that they use the most. Our native Salesforce app enables you to quickly connect with a customer or partner and automatically log important information without ever leaving the CRM.

Schedule a personalized demo with a Zoom product specialist today to learn more about simplifying your important workflows, or check out the Zoom App Marketplace for additional apps that will enhance your business productivity. And we hope you enjoy Dreamforce 2019!

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