Link Zoom and Salesforce for Complete Call Capture
Turn every Zoom conversation into actionable Salesforce data. Automatically log calls, transcribe conversations, and update your Salesforce records in real-time.
Set Up in Minutes, Not Hours
Get your Zoom and Salesforce integration running quickly with our simple 3-step process
Connect Zoom
Link your Zoom account using OAuth 2.0 to enable call capture from all devices.
Connect Salesforce
Authenticate your Salesforce account using OAuth 2.0. Setup takes 5 minutes.
Start Logging Automatically
Every Zoom call automatically creates a detailed record in Salesforce with transcripts, recordings, and smart contact matching.
How Zoom and Salesforce Work Together
Call Connector creates a seamless bridge between Zoom and Salesforce, turning every communication into organized, searchable data.
Automatic Call Logging
When a call ends on Zoom, Call Connector immediately gets to work. It looks up the phone number in your Salesforce contacts and creates a Task with complete metadata: duration, timestamp, direction, and participants.
Recording & Transcripts
Recording a call in Zoom? The recording and AI-generated transcript are automatically attached. No manual uploads, no copy-paste—everything flows automatically.
Smart Matter Linking
Calls are automatically associated with the relevant matter based on the contact. Everything stays organized without you lifting a finger.
What's Included
Call Logging
SMS Logging
Fax Logging
Recording Storage
AI Transcripts
Matter Association
Available on Enterprise+ Plan
This integration requires the Enterprise plan or higher. Both Zoom and Salesforce must have active accounts.
Why Zoom + Salesforce?
The Problem
Sales teams live on the phone, but when Zoom calls aren't logged to Salesforce, deals slip through the cracks. Reps waste time manually updating CRM records instead of selling, and managers lack visibility into customer conversations and pipeline health.
The Solution
Call Connector automatically captures every Zoom call and creates a Task in Salesforce with complete details: participants, duration, timestamp, and direction. When you record calls in Zoom, you also get AI-powered transcripts—searchable and ready for review. If the contact has an associated matter, everything links automatically.
The Result
Sales reps stay focused on selling while every Zoom conversation automatically updates Salesforce. Managers get complete visibility into customer interactions. No missed follow-ups, no lost deals, no manual logging—just automatic, accurate pipeline data.
Everything Captured Automatically
Complete details from every Zoom communication, automatically organized in Salesforce
Every Zoom meeting with external attendees automatically recorded
Meeting duration, timestamp, and participant list captured
AI-powered transcriptions with speaker identification
Full meeting recordings stored in connected cloud storage
Recordings and transcripts logged to destination CRM/practice management system
Manual bot invitation available for ad-hoc meetings
Every call logged as a Task record related to contact and/or opportunity
Call duration, timestamp, direction, and participants automatically captured
AI-powered transcriptions embedded in Task description
Recording links included for instant playback
SMS messages logged as Task records
Faxes logged as Task records with file uploaded as contact attachment
See It In Action
Real examples of Zoom and Salesforce working together with Call Connector
Salesforce: Calls appear as Task records related to contacts and opportunities
Salesforce: SMS messages are also logged as Task records for complete communication history
Salesforce: Faxes are logged as Task records with file upload details
Salesforce: Fax files appear as attachments on the contact's details page
Zoom: AI-powered transcripts identify speakers and capture full conversation
Zoom: The recall.ai bot appears as a participant in your video meetings
Frequently Asked Questions
Common questions about connecting Zoom with Salesforce
Connect to Salesforce from other communication platforms
Receive call logs from Zoom in other systems
