Probably The Most Comprehensive Guide To Integrating Zoom and Salesforce
It’s natural that you want to integrate Zoom and Salesforce.
Everybody uses both all day long.
So why must you hop between apps to complete tasks?
We all know the downside of context switching. So wouldn’t it be great if you could connect Zoom and Salesforce?
Let’s dig into that…
Does Zoom have an integration with Salesforce?
Yes! Zoom has native integration with several components of Salesforce (including the recently acquired Slack).
When you integrate Zoom and Salesforce, you can do the following:
- Start a Zoom Meeting and track it in your Salesforce activity history.
- Manage inbound and outbound sales calls with a soft Zoom Phone dialer.
- Take notes in the Zoom Phone dialer during sales calls and add them to your Salesforce contact record.
- Automatically create Salesforce campaigns when Zoom Webinars are created.
- Automate syncing Zoom Webinar attendee information and webinar participation to contacts.
- Approve, deny, and cancel webinar registrations natively through Salesforce.
In this post, we walk through all the options for integrating Zoom and Salesforce:
- How do I set up Zoom in Salesforce?
- Does Zoom Phone integrate with Salesforce?
- Does Zoom Webinar integrate with Salesforce?
- How to integrate Zoom with Slack
1 – How do I set up Zoom in Salesforce?
Before you begin setting up Zoom in Salesforce, there are some pre-requisites:
First, check if your use case matches the features in the Salesforce below. These all support some form of Zoom and Salesforce integration.
|Salesforce Features||Salesforce Meetings, Einstein Activity Capture, Sales Engagement, Inbox, Sales Cloud Einstein||Salesforce Meetings, Einstein Activity Capture, Sales Engagement, Inbox, Sales Cloud Einstein||Inbox (for an extra cost)||Sales Engagement, Inbox, Sales Cloud Einstein (all for an extra cost)|
Zoom integration is also available on the Salesforce Lightning Experience and may require different configuration pathways at several stages (more on that in a bit).
NOTE: The Zoom integration is not available for Salesforce Essentials.
These are the pre-requisites you need on Zoom to access the Salesforce integration:
- You need a Zoom account with a business license.
- You need admin or account owner privileges.
- You need to install the Zoom for Salesforce app.
- The Salesforce administrator must have configured Zoom Meeting and added the Zoom Meeting objectives to their appropriate Salesforce layouts.
As long as you’re all good here, move on to the Zoom Salesforce configuration steps below..
Zoom Salesforce configuration
Here’s how to configure the Zoom integration for Salesforce. First, install the Zoom for Salesforce app.
How to install the Zoom for Salesforce app
- Head over to the Zoom App Marketplace and sign in as account administrator.
- Type in “Zoom for Salesforce” in the search box at the top right of your screen and click the result.
- Pre-approve the use of the app for all users and click “Add”.
- You’ll be redirected to the installation page on the Salesforce AppExchange. Click “Get It Now”.
- Go through the installation process and verify and approve third-party access then click “Continue”.
The next step in configuring the Zoom integration with Salesforce is setting up user access.
How to set up user access for the Zoom app
On Salesforce, you’ll have to set up user access for the Zoom app with these steps:
- Edit Zoom app policy:
|Steps||Salesforce Classic||Salesforce Lightning|
|Step 1||Open “Administration Setup” & click “Manage Apps”||Open “Setup” and select “Platform Tools”|
|Step 2||Select “Connected Apps” then click “Edit” for the Zoom app||Select “Apps” then select “Connected Apps”|
|Step 3||Click “Manage Connected Apps” then select “Zoom”|
|Step 4||Click “Edit policies”|
- Go to “OAuth policies”, set “Permitted Users” to “Admin users are pre-authorized” and click “Save”.
- Under “Administration” click “Users” then click “Permission Sets”.
- Clone the permission sets for “Zoom Admin” and “Zoom User”.
- Click “Assign Connected Apps” then click “Edit” for each new permission set.
- Add “Zoom” to “Enabled Connected Apps” then click “Save”. You can now add users to the permission sets.
- Next, click the permission set and select “Manage Assignments” to add users.
Zoom and Salesforce user mapping
Zoom and Salesforce user mapping is important for the configuration process. As a matter of fact, if user mapping is not done right, the integration will not work.
So what is Zoom and Salesforce user mapping? It’s basically making sure that the users match their profiles correctly on Salesforce and Zoom.
The Zoom app needs users’ emails to match both on Salesforce and Zoom. We could then say that it’s a pre-requisite that users have unique Salesforce emails and that they match with their Zoom emails even before configuration begins.
And more importantly, if the Zoom Salesforce integration is not working for you, you could troubleshoot by confirming that Zoom and Salesforce user mapping was done correctly.
Steps to add users to the Zoom permission set
You’ve configured the integration and you’ve mapped users correctly with their Salesforce and Zoom emails. Now it’s time to add those users to the permission set you created.
Follow these steps;
To add one user:
- Navigate to “Users” under “Manage Users” in the permission set.
- Select your preferred user then click “Edit Permission Set Assignments”.
- Add the Zoom Permission set to the user.
To add multiple users:
|Steps||Salesforce Classic||Salesforce Lightning|
|Step 1||Navigate to the desired permission sets and click “Manage Assignments”||Follow the directory: “Setup” —> “Administration” —> “Users” —> “Permission Sets”|
|Step 2||Select your preferred users and add them to the permission set||Click “Manage Assignments”|
|Step 3||Select your preferred users and add them to the permission set|
2 – Does Zoom Phone integrate with Salesforce?
As a fully-fledged UCaaS solution, Zoom also offers a VoIP calling platform (Zoom Phone).
Many Salesforce users like the option to make calls directly from Salesforce. But there’s a whole more you can do when you integrate Zoom Phone with Salesforce too.
Here are the steps to set up Zoom Phone so you can click-to-call within Salesforce.
First, make sure you meet all the prerequisites for configuring Zoom Phone on Salesforce:
- Have a Zoom Phone license
- Have the right desktop client version: 5.8.3 or higher for both macOS and Windows
- Have the right Zoom for Salesforce app version: 3.19 and above
- Enable Automatic Calling from Third-Party Application
If you’ve fulfilled all the prerequisites, then it’s time to install the Zoom for Salesforce app.
When you install, you can start using features like like click to dial and call recording. . .
. . .and viewing call reports straight from your Salesforce app.
3 – Does Zoom Webinar integrate with Salesforce?
If you run webinars or virtual events in Zoom, you might need to integrate with Salesforce too.
Zoom Webinars integration with Salesforce will allow you to:
- Approve or deny registrants
- View all registrants
- Add webinar registrants as campaign members
- Create new leads
So once your webinars are set up, you can manage them without leaving Salesforce.
These are the prerequisites to use Salesforce with Zoom Webinars:
- Have a Zoom account with a Webinar license
- Have a Salesforce domain for Salesforce Lightning
- Configure the relevant Zoom Webinars Settings.
4 – How to integrate Zoom and Slack
In 2021, Slack become part of the Salesforce family. Therefore it only feels right to include how to integrate Zoom and Slack too.
In this section, we cover the Zoom and Slack integration for meetings and then explore message interoperability to enable cross-platform messaging.
1 – Using the Zoom Slack integration for meetings
Prerequisites for Zoom Slack integration
The Zoom Slack integration allows users to start an instant Zoom meeting within Slack. This means meetings created in Slack appear on your Zoom account.
The Slack integration is part of the Zoom marketplace. You’ll also find a Zoom integration in the Slack marketplace.
Here’s what you need to use the in-built integration:
- A Slack account and a Zoom account linked to the same email address
- A Zoom Pro, Business, Education, or API subscription
- A Zoom Phone subscription (for outbound calls)
Once you’ve got the prerequisites, here’s how to set up the Zoom Slack integration:
Step 1: Approving the Slack Zoom Integration
To add Zoom functionality in Slack, a Zoom account admin has to approve Slack. Do this from inside the Zoom integrations marketplace:
- Sign in to your Zoom account
- Use the Zoom Marketplace and search for Slack
- Click the toggle to pre-approve the Slack installation
When you approve the Slack Zoom integration, this will give Zoom permission to:
- View information about user identity
- Add the ability for people to mention @zoom or direct message through Zoom
- Add slash commands and shortcuts (we’ll come back to these in a minute)
- View the name, email domain, and business icon for the workspace the user is connected to
- View email addresses of people in a workspace
- Send messages as Zoom
With Zoom pre-approved, the next step is installing your Zoom app within Slack.
Step 2: Add Zoom to Slack
With Slack approved, you’re free to implement it from the Zoom app page in the Slack directory.
- Click Add to Slack
- On the Zoom website click Add to Slack
- Choose Allow to grant access between both apps
- Open your Slack workspace and click Zoom on the Recent Apps list
- Select Authorize Zoom
Once you’ve added a Zoom app to your workspace, all of your members will need to connect their Zoom accounts to Slack to use it.
Step 3: Use Zoom in Slack
Type the /zoom command into your message field on any channel or direct message. This sends colleagues a prompt to join a meeting. When the other person clicks Join, the Zoom window will open in their browser.
Zoom prompts users to join with a button to Open Zoom.US; then, each user will need to sign in to start a meeting. If you want to make a call via Zoom Phone, you’ll need a Phone subscription.
Got one already? Great, then:
- Type /Zoom Call into the message field in your Slack app, followed by the display name of another Slack user, or their phone number. If you enter a display name for a user that has more than one phone number, you can select the one you want to call.
- Click on the Call command.
- Click on Open Zoom.US to start the call
2 – Message interoperability
The integration available between Zoom and Slack is great. But, it only scratches the surface of syncing your teams together.
Sure, you can connect your people through instant Zoom video calls within Slack. However, you can’t send a message to someone using Zoom from inside your Slack workspace.
Your only option here is to leave Zoom Team Chat and send people messages on Slack.
Cue the time taken switching between platforms, shutting down the tasks you’re working on, and trying to drum up the momentum of a new conversation on a different platform that you don’t use regularly.
What if we told you that you could send a message from Zoom Team Chat to Slack?
In fact, Zoom invested into message interoperability (and Mio) in 2021.
With Mio, your team members can message Zoom users directly from within Slack, and vice-versa.
They don’t need to switch apps to have conversations or send an important file. This integration means team members can use the tools that make them most productive.
That’s right, when you install Mio in the background, you can send a message from Zoom Team Chat to Slack.
Or if Slack is your preferred chat app, it will send the message from Slack to Zoom Team Chat.
There’s no change to the user interface and your users wouldn’t notice any difference in platform.
Sign up for Zoom Team Chat interop here.