Zoom is a video conferencing platform that can be used through a computer desktop or mobile app, and allows users to connect online for video conference meetings, webinars and live chat.
Salesforce native zoom APP.
As a salesforce user, you are probably wondering, is there any salesforce and zoom integration available?
Zoom’s native integration for salesforce is an easy integration that allows starting and scheduling meeting direclty withing salesforce. Zoom app is available throught the Salesforce AppExchange and the Zoom Marketplace
Benefits of integrating salesforce with zoom.
This integration will allow you to:
Start an instant zoom meeting from an event, lead or contact page.
Synchronize any zoom meeting to salesforce automatically updating records.
automate syncing zoom webinar attendee information and webinar registration.
Feature to connect with google calendar.
Set up Zoom for Salesforce
Below is a list of steps to be followed to install and set up the zoom application in your salesforce instance:
Install App: from AppEXchange click on “Get it Now” and install the App
Configure zoom app in Salesforce: login to zoom web portal as an account administrator and genarate the ” API KEY” and “API secret” that will be used to connect your salesforce instance with zoom.
Set up user access: by default, all users have the permission to use the salesforce connected app, however you can change the default permission to limit access to specific users in your organization.
Salesforce and Zoom Webinars.
The Zoom integration automatically creates Salesforce campaigns when you create Zoom webinars, and uses the webinar name as the campaign title.
View approved, blocked, pending registrants.
Approve or deny registrants.
Add webinar registrants as campaign members.
Create new leads.
You can register attendees by:
Login in into the zoom web portal, schedule a webinar; and sendig the registration link to the attendees
Add contacts and leads to the selected webinar using the Add to webinar button.
Go to Power of Us Program Application page (click here) to begin the application.
Applications to the Power of Us program must be submitted within the 30 Day trial period.
What happens after I fill out the application?
After you fill out the form you will receive a reply that your Application request has been received.
You will receive a reply that your Application request has been received within 5-7 business days. Please make sure you have all Nonprofit Organization or Education Institution documentation ready and scanned.
Step 3- Approval
After your Application request has been received you will need to wait for your Application to be approved. This can take up to three weeks.
If you are approved you should receive an email message from Salesforce.org.
Power of Us program overview
The Power of Us program includes:
10 free Entreprise Edition licenses of salesforce.com Sales Cloud
Deep discounts on additional licenses, products and/or services from Salesforce
Discount on salesforce training
Discount on salesforce events
Access to Nonprofit and Higher Education specific user groups, events and webinars