Manage Zoom meetings, webinars, and calls from Salesforce with activity, registration, attendance, and call data synchronization.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGFree
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
Zoom for Lightning — screenshot from the Salesforce AppExchange listing

What it does

Zoom for Lightning lets Salesforce users schedule, start, and join Zoom Meetings, record meeting details in activity history, and view AI meeting summaries. It supports Zoom Webinars by adding leads and contacts as registrants, tracking participation, and creating Salesforce campaigns when webinars are created. The Zoom Phone dialer supports inbound and outbound calls, call notes, call history, address book access, and automatic call logging. Zoom Contact Center users can use single sign-on and sync presence status with Salesforce Omni-Channel.

Key capabilities

from the Salesforce AppExchange listing

Zoom meeting management

Schedule, start, and join Zoom Meetings within Salesforce and log meeting details to activity history.

Meeting summaries

Display AI meeting summaries for Zoom Meetings in Salesforce.

Webinar registration sync

Add Salesforce leads and contacts as Zoom Webinar registrants and sync registration and attendance data with Salesforce campaigns.

Engagement data sync

Sync Zoom Webinar or Zoom Events participation data, including polls and Q&A questions, with Salesforce.

Zoom Phone dialer

Start and manage Zoom Phone calls from Salesforce, take notes, and automatically log call activity.

Contact Center integration

Provide Zoom Contact Center single sign-on, inbound call notifications, call history, address book access, and presence synchronization with Salesforce Omni-Channel.

Use cases

  • Sales teams can conduct customer video meetings while recording the conversation in Salesforce activity history.
  • Webinar organizers can sync attendee information and webinar participation with contacts and Salesforce campaigns.
  • Zoom Contact Center users can sign in to Zoom and Salesforce with single sign-on credentials.

Who it's for

The integration is intended for sales teams and Zoom Contact Center users.

How it compares

ZFusion also brings Zoom Meetings and Webinars into Salesforce, with registrant, attendee, and engagement synchronization plus real-time Salesforce reports; Zoom for Lightning additionally includes Zoom Phone and Zoom Contact Center functions. Jifflenow focuses on scheduling and tracking meetings from Salesforce Account, Opportunity, Contact, or Lead records. Global Call Forwarding Softphone focuses on making and receiving calls and call management in Salesforce, while Zoom for Lightning combines calling with meetings, webinars, and Contact Center features.

NamePricingDeploymentUpdated
Zoom for Lightningthis pluginFreeCloud
ZFusion: Connect Zoom Meetings & Webinars - All in Real Time - Inside SalesforcePaidCloud
JifflenowFreemiumCloud
Global Call Forwarding Softphone | Salesforce CTI for Sales & SupportPaidCloud

In the catalog

1,106 plugins in Salesforce Platform · Sales

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«Collaborate Happy using Zoom's native integration with Salesforce! With a few clicks, you can start a Zoom Meeting with your contacts and record your conversation in your Salesforce activity history. Schedule or start a Zoom Webinar, add leads and contacts as registrants, and track participation as a part of that …»

Official marketplace listing

Publisher
Zoom Video Communications, Inc.
Updated on marketplace
Facts verified