Why It Matters
If your sales team runs discovery calls in Zoom but logs notes manually in Salesforce, you lose efficiency and risk missing details. The same goes for onboarding, support, and internal check-ins.
Context at Your Fingertips
With Zoom integrated into Salesforce, meeting details, recordings, and attendance data flow directly into relevant records—Opportunities, Accounts, Cases, or custom objects.
Automate the Follow-Up
Trigger workflows based on meeting outcomes. Send follow-up tasks, create next-step opportunities, or update statuses automatically.
Existing Solutions and APIs
Zoom provides REST APIs and webhooks for meetings, webinars, recordings, chat, and participants. Salesforce supports integration through Flow, Apex, External Services, and the AppExchange Zoom app.
Out-of-the-box works for simple scheduling and logging. But advanced logic—multi-org routing, custom meeting templates, or field mapping—calls for tailored integration.
Off-the-Shelf or Custom Build? We Do Both
At Success Craft, we deliver Zoom + Salesforce integrations that fit your workflows—not the other way around.
Want to auto-create a Zoom meeting when an Opportunity moves to Discovery stage? Done.
Need webinar attendance data mapped into Salesforce Campaigns? Easy.
Want secure recording links attached to Cases with role-based permissions? We’ve built it.
From quick wins to complex cross-platform architectures—we’ve got you.
Proven Results with Zoom and Salesforce
Case Study 1: Sales Discovery Automation
A SaaS company wanted faster discovery-to-proposal cycles. We built a Flow that created Zoom meetings from Opportunities, sent invites, and logged recordings and chat transcripts.
Outcome: Shorter sales cycles, more complete notes, and better coaching for reps.
Case Study 2: Webinar-to-Lead Conversion
A marketing team used Zoom Webinars for lead gen but lacked CRM sync. We connected Zoom attendee and Q&A data directly into Salesforce Campaigns.
Outcome: Higher lead quality, better segmentation, and automated follow-up journeys.
Case Study 3: Healthcare Teleconsult Tracking
A healthcare provider needed to manage teleconsult records. We integrated Zoom with Salesforce Cases, attaching consultation recordings and visit summaries.
Outcome: Improved patient record accuracy, compliance-ready documentation, and smoother billing.
Let’s Bring Meetings into Your CRM
Success Craft delivers Zoom + Salesforce integrations that make every meeting count. From first touch to renewal—you’ll have the context, automation, and insight to move faster. Let’s build it.
Get in touch to
grow your business
Success Craft is a team of more than 140+ Salesforce developers,
Technical Architects and QA Engineers who delivered 300+ successful
Salesforce projects.
Location
Wałowa 40/89Gdansk, 80-858
Poland