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Zoom Integrates Cloud Video Conferencing Into Salesforce to Simplify Customer Relationship Building and Improve Communications

September 15, 2015 | Telepresence Options


Users Now Have Easy Access to Zoom's Video, Audio, and Screen Sharing Capabilities Within the Salesforce Platform

SAN JOSE, CA-(Marketwired - Sep 14, 2015) - Zoom today announced it has integrated with Salesforce so that users can access all of the video conferencing service's capabilities within the sales and marketing platform. Sales and marketing professionals can now instantly start Zoom meetings, email meeting information, and automatically log the session as an activity. As a result, companies using the integration can work more efficiently without altering their workflow when building and maintaining customer relationships.

Other features include:

  • The ability to start an instant Zoom meeting from Lead, and automatically log as Activity on Lead. Also, send an email to the Lead with meeting information.
  • Instantly start a Zoom meeting from Contact, and automatically log as Activity on Contact. Also, send an email to the Contact with meeting information.
  • Make an existing Salesforce Calendar Event a Zoom Meeting. And start the Zoom meeting from the Event when ready to meet with the customer.
  • The addition of a Zoom App under Chatter to view your scheduled Zoom meetings or schedule a new Zoom meeting without having to leave Salesforce.

"Zoom is committed to making the communication and collaboration experience as seamless as possible," said Eric Yuan, Founder and CEO of Zoom. "With so many Salesforce users with their own customers spread across geographies, it is critical that they have the communications tools they need to conduct and grow their businesses readily available in the platform they use a substantial amount of the time."

Other recent Zoom integrations include allowing users of Slack's real-time messaging, archiving, and search platform to start Zoom video conferencing from the Slack interface with a single command. Integrations with companies like Logitech and Zapier have also been made in the effort to provide businesses with the tools they need to keep up with the needs of dispersed yet connected workers.

The Salesforce integration is currently available for Zoom customers, who can learn more by contacting their sales representative.

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