Zoom Salesforce Integration: Benefits, Types, Steps
As society tries to handle the reality of the COVID-19 pandemic, more and more people are choosing to maintain social distancing by working remotely. One online tool that has gained popularity like no other to meet this goal, and is Zoom. According to CNN Business, it has become one of the most widely used tools, not only for remote work but for happy hours, brunches, book clubs, etc. Zoom has become the most downloaded app in the Apple App Store in the first half of 2020.
But did you know that if you use Salesforce, you can launch Zoom directly from Salesforce? So, how can Zoom Salesforce integration work ensure a smooth experience? Let’s discuss it in our new article!
Zoom + Salesforce Integration Benefits
The Salesforce integration with Zoom instantly gives the opportunity to make appointments directly through Salesforce, and to set up Zoom appointments with your leads and contacts. Productivity levels are multiplied by the effective use of Zoom Meetings and Zoom Phone. Zoom webinars can also be integrated with Salesforce. Further, you can record virtual CRM meetings and discussions in the Salesforce activity history, and users can create Salesforce events from new Zoom meetings.
We made a list of all the benefits of Zoom+Salesforce integration that can’t be ignored:
- Automate the synchronization of Zoom webinar attendee data and webinar participation;
- Send one-click meeting emails and email invitations to external participants;
- Use Zoom Phone in Salesforce to call from the Phone widget;
- Configure Specific Custom Options for a Salesforce Virtual Meeting;
- Manage both incoming and outgoing commercial calls;
- Schedule an Instant Scaling Meeting;
- Seamlessly manage multiple call logs;
- Take notes while scaling a call;
- Connect Google calendar;
- Sync call notes automatically;
- Save call logs.
And to top it all off, it's nice to note that integrating Salesforce into the Zoom app is simple, fast, and secure. No special programming experience is required on the part of the user. So now that you’re familiar with the main benefits, let’s go further to the main types of Zoom integration with Salesforce.
Zoom integration lets you store webinar data in one location. It simplifies the process of analyzing the data, giving you a deeper understanding of your audience.
What webinars did they visit? What webinars are they interested in? The integration gives you a holistic view of your audience, allowing you to plan webinars that will attract clients and increase return visitors.
There are three main ways to integrate Salesforce and Zoom:
Salesforce and Zoom integration: Manual Import
As the name suggests, this type of integration involves moving information from Zoom to Salesforce manually. The process starts with exporting participants' data from Zoom and then importing it into Salesforce. It’s better to use a data loader for this purpose. Data Loader for Salesforce simplifies your work as it has bulk import functionality that removes the need to enter data one by one. The data loader retrieves information from a database connection or CSV file. The tool is free, simple, and convenient. It does, however, require that you manually recheck the data for duplicates. You may also need merge control to import multiple files. Manual import can be time-consuming, especially in the case of a huge amount of data, but it's perfectly suitable for small or occasional Zoom webinars.
Zoom Salesforce Native AppExchange Integration
The second method of integration is using AppExchange. What does this mean? Well, simply put, it helps you start a Zoom meeting with your contacts in just a few clicks and to record the discussion in your Salesforce activity log. Schedule or start a Zoom webinar, add leads and contacts as registered, and track participation as part of those contact details. In addition, use the Zoom Phone dialer to initiate and manage Zoom Phone calls, automatically log call activity, and insert contacts directly due to integration via Zoom AppExchange.
Third-party Services Salesforce and Zoom integration
Third-party services like Pardot, Zapier, Workato are also integrating two platforms. Tools like Zapier and Workato can help you set up workflows and manage members. Zapier is rather simple to set up and can do basic integration well. The app has a free plan, but to get access to the custom integration feature, you will need to subscribe to a paid plan. Using third-party services, it’s necessary to set up integrations, manage your account, and be aware that sometimes Zaps can go offline. In this case, manual cleaning is a must.
Pardot can also integrate with Zoom for Salesforce. It allows you to create lists for registered webinar participants; both people who attended and those who did not. The list of visitors is automatically loaded after the registration of a potential client. The list of participants is updated after the webinar. The app keeps track of all attendees at the event but needs to be configured to sync Zoom webinars with Pardot's activity history. It can also be difficult to segment email campaigns with the Pardot connector, as Pardot does not automatically add members to campaigns. But this is a great opportunity if you already use Pardot.
As you can see, everyone can find a suitable option for Zoom Salesforce integration. For companies that host multiple events per year with a manageable number of participants, the manual option should work for you. But if you're searching for a one-time setup solution that maximizes your marketing power, then third-party services may be a better option. Not only does it enable Salesforce to collect data from Zoom webinars, but it can also actively segment data across campaigns immediately. All of this may be overkill, but collecting all this data can allow you to build a very efficient campaign.
Zoom + Salesforce Integration Steps
As we have already mentioned, there are several possible ways to integrate Zoom with Salesforce. So, let’s move on and briefly discuss the step-by-step integration of each of them.
Native AppExchange Integration Zoom with Salesforce
To use Zoom Integration, Zoom customers must be on the Pro, Business, Education, or API Partner plans and have access to the Zoom Rest API. Salesforce users have to use the Professional, Enterprise, Unlimited, Force.com, Developer, or Performance editions.
Here are the steps to integrate Zoom with Salesforce:
Step 1. Install the Zoom app for Salesforce
Find the Zoom app in the Salesforce AppExchange. Note that if you are using Salesforce Shield Platform Encryption, make sure you only use deterministic encryption for contact and lead fields. Using probabilistic encryption blocks application installation. Select Get Now and follow the steps below to install.
Step 2. Customize the Zoom app
Sign in to your Zoom Administrator account and click Create Application. This will generate an "API Key" and "API Secret" that will be used to connect Salesforce to the Zoom app.
Step 3. Configure user access
Assign Zoom permission sets to each user.
Step 4. Set upscaling features in Salesforce
Open the Zoom configuration in Salesforce and fill in all the details for Zoom Settings, Custom Settings, Custom Google Calendar API Settings, and Create Events for Non-Salesforce Zoom Meetings for Contact / Lead Mapping.
Zoom + Pardot Integration
Consider the following factors with this API integration:
- Unlike the built-in webinar connectors, Pardot will not be able to automatically grade prospects based on registration/webinar attendance using the scoring model;
- The original campaign might not be correct, you will need to customize this with automation;
- The final actions you would normally use on a Pardot form to collect registrations, such as sending an autoresponder, notifying a user, and so on, are not available in Pardot lists – use lists in automation tools to do this;
- Reporting is limited since you are not using a Pardot form or landing page to register conversions. You need to make sure you are reporting at the campaign level.
The integration process using Pardot looks like this:
Step 1. Install Pardot
The algorithm is pretty simple. Go to the Zoom market. Then go to the Pardot installation page and click Install. Confirm the permissions required by the app and click Authorize.
Step 2. Providing integration access to Pardot account
You have to provide Zoom Integration access to your Pardot account to sync webinar data with Pardot Lists. It’s possible to use Pardot-only login or Salesforce OAuth.
In the first case, sign in to the Zoom web portal and go to the Zoom Marketplace. Go to the Pardot app page > Control > Customize. Enter the information to access the Pardot account that creates your listings.
If you want to log in through Salesforce OAuth, log in to your Salesforce environment as an account administrator. Go to the Salesforce SSO setup page and click Install Package. Make sure OAuth policies in Salesforce include Allowed Users. On the Set Up Single Sign-On with Salesforce page, click Authorize. Enter your Pardot Business Unit ID. (Optional), enter domains to be excluded, and save.
Step 3. Setting up exclusion domains
It’s possible to exclude domains from the data sync. To do it, log in to the Zoom web portal, go to the Zoom Marketplace > Pardot app page > Control > Customize. In the Exclusion Domains field, enter the mail domains you want to exclude.
It's also possible to sync Pardot lists with Zoom webinars. The mechanism is as follows:
Step 1. Create the Pardot list
Log in to your Pardot account and set up the following lists to receive registrant information from Zoom webinars: registered, attended, absent.
Step 2. Assign Pardot lists to your Zoom Webinar
You need to do the following: Login to your account and proceed to the webinars, create a new webinar or open an existing webinar, set up your webinar and enable the "Registration Required" option, go to the Integration tab, click Configure, select the Pardot Lists you created, and save.
Zoom with Salesforce Integration via Zapier
A cloud-based integration platform, Zapier helps connect web applications and systems, including Salesforce, and automates repetitive workflows. The thing that makes Zapier unique is the opportunity to create a lot of automation between the various platforms without any code.
However, there are several things you should keep in mind using Zapier:
- Zapier supports Salesforce Sales/Support accounts across any version (including Essentials). Unfortunately, it doesn’t support Marketing Cloud accounts;
- Salesforce accounts using custom domains cannot connect to Zapier at this time. But it supports My domains.
Now, let’s move on to the integration process. With Zapier, things are going pretty simple. Just follow this instruction:
Step 1. Signing up
Sign up for a Zoom account and also make sure you have a Zapier account.
Step 2. Connection
Connect your Zoom account to Zapier.
Step 3. Create Zoom webinar Salesforce integration
Check out the out-of-the-box Zoom integrations or create your own from scratch in the Zap Editor.
How to Log a Call in Salesforce Mobile?
Sometimes you complete a task and just want to register it with Salesforce ex-post. For example, one of the interlocutors calls you on the phone, or your boss stops you at a coffee shop to talk to a client about a problem. In such situations, instead of creating a task and completing it, use the Call Log feature.
When you click the Call Log button, you simply create a task record with a Completed Activity status. To register a call, navigate to the record the call belongs to (for example, account or lead account) and follow these steps:
- Scroll down to the Activity History linked list and click the Call Log button. The Call Log page appears, displaying fields for the completed task at the top of the page and fields for follow-up at the bottom of the page.
- Fill in or change any of the fields to register a call. The Status field is preset to Completed, as shown in the figure.
- If possible, add another related task by completing the required fields under the "Schedule a follow-up task" heading.
- Check the Send email notification box for the registered call (and for the follow-up task if you choose to schedule it) and click Save when done. The details page where you started will reappear. The call record will appear in the list associated with the activity history. If you have configured a new follow-up task, this entry appears in the Open Activities linked list.
Instead of using the Notes feature in Salesforce to track the details of your interactions with customers and prospects, try using Call Log to record this type of information. Tasks make it easy to create reports, timestamp, edit, and view.
Zoom Webinars Integration Options and Possibilities
Why do you need Salesforce when Zoom already has the data you need? Salesforce not only allows you to record your customer data, but it also allows you to use that data for your marketing plans. You can create campaigns based on data collected during webinars with a customizable recipient list. You can customize emails for every contact or leader you have, which increases your response rate. Here is the list of the main opportunities that Salesforce Zoom integration will give you.
You get a complete overview of the effectiveness of the webinar
If you have Zoom webinar data in Salesforce, you don't just have data from people who signed up or attended the webinar. You will also receive data from the webinar itself. Salesforce can then offer you an easier, more efficient way to analyze that data.
You can increase the number of repeat registrants
Repeated registrants form the backbone of the growth of any webinar program. You can use Zoom webinar integration with Salesforce to target your audience with personalized emails and increase the number of follow-ups.
You can improve the number of new registrants
Your goal should not end with recruiting repeat registrants; another metric you should watch out for like a hawk is your new registrants. Continuously gathering new members is the foundation of the future of your webinar program.
You can recognize the person behind the registration
Half of the marketing battle is won when you get to know your target audience. With Zoom to Salesforce integration, you get all the information you need to know about the person who signed up or attended the webinar. If you know the person behind the ticket, it will be pretty simple to create better occasions that gather more participants.
You can send smarter emails
Smarter emails produce more signups. Using Zoom Salesforce integration to collect and store more accurate data about your registrants will help you send those smarter emails – and they can help you before and after your webinar. Since Zoom and Salesforce integration automatically allows targeting new potential registrants and re-registrations more efficiently, it’s possible to apply this integration to send smart emails that use personalized and engaging messages, include requests for feedback after webinars, help register attendees between webinars, and inform registrants about future webinars.
When it comes to generating leads and closing deals, sales and marketers need the right path-tracking system and a compatible data network that can connect directly to it.
Your teams can use Zoom and Salesforce integration to make your company smarter, more productive, and successful in achieving new business goals. For efficient integration, we recommend you hire an experienced Salesforce consultant or certified consultant.
If you have any doubts about the best way to integrate Zoom and Salesforce into your business, or in case you need help with an already integrated solution, don’t hesitate to contact us. Ergonized will be your reliable partner for everything connected to Salesforce integration.