Quick summary
The Salesforce-Zoom integration lets you connect both platforms directly through the Zoom App Marketplace, enabling seamless CRM and video conferencing workflows. Once installed, users authenticate with Salesforce credentials to activate the integration and sync data between both tools.
Steps
- On Zoom's homepage, go to the left-side panel and click 'Advanced'.
- Select 'App Marketplace' from the list of options.
- Search for 'Salesforce' and choose the specific plugin you prefer to use.
- Tap the drop-down arrow next to 'Add For Others' and click 'Add For Myself'.
- Provide your Salesforce user credentials and click 'Log In' to activate the integration with Zoom.
