Using the Salesforce integration

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The Zoom integration with Salesforce will allow you to start and schedule meetings directly within Salesforce. You can quickly set up Zoom meetings with leads and view your scheduled Zoom meetings.

The Salesforce Integration is available through the Salesforce AppExchange and the Zoom Marketplace.

The following articles go over the setup of Salesforce from an administrative perspective and a user guide for how to use this integration.

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Zoom Support cannot assist in troubleshooting if you have any custom modifications or multiple integrations with your Salesforce integration.

Prerequisites for using the Salesforce integration

  • Pro, Business, Education, or API Partner Plan
  • Access to the REST API

Salesforce integration guides

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