Connecting Salesforce with Zoom using Circleback

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses track sales, service, marketing, and commerce activities. The system centralizes customer information, including contact details, interaction history, and purchase records, allowing teams to access and update data from different devices and locations.

The platform includes modules for sales management, customer service, marketing automation, e-commerce, and analytics. Salesforce can be customized with additional applications through its AppExchange marketplace and integrated with other business systems. The company offers different subscription tiers with varying features based on business size and needs.

Why would I want to integrate Salesforce with Zoom?

Integrating Salesforce with Zoom enables seamless meeting management directly within your CRM workflow, eliminating the need to switch between platforms. For example, sales representatives can schedule, launch, and document Zoom calls with prospects directly from contact records in Salesforce, maintaining a comprehensive view of all customer interactions in one place while saving valuable time previously spent on manual data entry.

The integration creates automated documentation of customer conversations by recording Zoom meetings and linking them to relevant Salesforce records. When a sales team conducts a product demo via Zoom, the recording, attendee information, and meeting duration are automatically captured in the prospect's Salesforce record, ensuring critical details aren't lost and enabling team members to quickly reference past discussions without requesting summaries from colleagues.

Finally, connecting these platforms enhances data-driven decision making by incorporating video engagement metrics into your sales analytics. Sales managers can track which prospects engage most actively in video meetings, analyze how meeting frequency correlates with deal progression, and identify the most effective communication approaches across the sales cycle. For instance, discovering that deals with three or more Zoom touchpoints close 40% faster allows teams to adjust their engagement strategies for better outcomes.

Integration instructions

To integrate Salesforce with Circleback, follow these steps:

1. Log in to your Circleback account

   • Go to the Circleback website and click on "Log in"

   • Enter your credentials to access your dashboard

2. Navigate to Integrations

   • From your Circleback dashboard, find and select the "Integrations" or "Connections" section

   • Look for Salesforce among the available integration options

3. Connect to Salesforce

   • Click on the Salesforce integration option

   • Select "Connect" or "Authorize"

   • You will be redirected to the Salesforce login page

   • Enter your Salesforce credentials and authorize the connection

4. Configure Data Mapping

   • Define which fields from Circleback should map to which fields in Salesforce

   • Specify contact information, lead details, and other data points that should sync between systems

5. Set Up Automation Rules

   • Create automation rules to determine when and how data should flow between systems

   • Example automations:

     • When a new contact is added in Circleback, create a lead in Salesforce

     • When a lead status changes in Salesforce, update the contact in Circleback

6. Test the Integration

   • Create a test contact in Circleback and verify it appears in Salesforce

   • Update information in Salesforce and check that changes sync to Circleback

7. Activate the Integration

   • Once testing is complete, ensure the integration is set to "Active" status

   • Confirm the automation rules are enabled

8. Monitor and Maintain

   • Regularly check that data is flowing correctly between systems

   • Update field mappings or automation rules as your business needs change

What is Circleback?

Circleback provides best-in-class AI-powered meeting notes and automations. We support over 100 languages and automatic participant identification in both in-person and online meetings.

• Automatically-identified and assigned action items

• AI-enabled search across all meetings

• Automations with 100+ app integrations

• Industry-leading security with SOC 2 Type II, EU-U.S. Data Privacy Framework, and HIPAA compliance

• Ability to capture both online and in-person meetings with desktop and mobile apps