When a transcript is ready
Zoom call summaries logged in Salesforce
When a Zoom transcript is ready, log a call summary, next steps and the recording link on the matching Salesforce contact.
Zoom + Salesforce integration
Combine Zoom + Salesforce and move call notes and webinar data into Salesforce. Just ask Letaido's AI agent and watch it do the work.
Best Zoom and Salesforce integration jobs to start with
Use this Zoom Salesforce integration to log calls and follow up on webinars.
When a webinar ends
Webinar attendance on a Salesforce campaign
Mark matched webinar registrants Attended or No Show in Salesforce, and add matching contacts or leads missing from the campaign.
When a webinar ends
Hot webinar attendees as Salesforce tasks
After a webinar, create Salesforce follow-up tasks for matched attendees who asked questions or stayed at least 40 minutes and answered a poll.
Every morning at 8am
Register Salesforce campaign members for a webinar
Every morning, the agent registers new members of a Salesforce campaign for your Zoom webinar and skips anyone already registered.
Zoom Salesforce integration options, compared
Zoom's app puts meetings, calls and webinars inside Salesforce. Leta handles the follow-up work.
| Option | Meetings started in Salesforce | Call notes on records | Webinar data on campaigns | No one has to click | AI summaries and judgement |
|---|---|---|---|---|---|
 Letaido AI agent | No | Yes | Yes | Yes | Yes |
| Zoom for Salesforce app | Yes | Partly | Yes | Partly | Partly |
| Zapier, Make and other recipe tools | No | Partly | Partly | Yes | Partly |
Read the full comparison
| Option | How a run begins | Good at | Keep in mind |
|---|---|---|---|
| Letaido AI agent | Zoom finishing a transcript or ending a webinar, a set time each day, or a request in chat | Logging what was said on a call as a Salesforce task, attendance statuses on a campaign, follow-up tasks with questions and poll answers, registering campaign members | It doesn't place calls or open meetings from Salesforce. Zoom connects with a Server-to-Server OAuth app, webinar work needs the Webinars add-on, and Salesforce needs API access |
| Zoom for Salesforce app | A click on a Salesforce record, or the app's own sync | Starting meetings from Salesforce and tracking them in activity history, the Zoom Phone dialer, a campaign per webinar with registrants added as members | A Zoom admin and a Salesforce admin install it, on a Zoom Pro, Business or Enterprise account. People who register on Zoom's own page are synced by hand, and Add to Webinar registers up to 10 people at a time |
| Zapier, Make and other recipe tools | A new Zoom meeting or registrant, or a Salesforce record found on a polling check | Copying fields across, for example a Salesforce event per Zoom meeting, Zoom registrants as leads, or new Salesforce records as webinar registrants | Salesforce is a Premium app on Zapier, and its record triggers poll for changes. A recipe copies the same fields every time unless you add AI steps |
Zoom and Salesforce: the old way vs. Letaido
- 1Open the Zoom recording
- 2Skim it for next steps
- 3Search Salesforce for the contact
- 4Find the open deal
- 5Type up a task
When the transcript of one of my recorded Zoom calls is ready and someone from outside acme.example joined, log the call in Salesforce: find the outside guests as contacts by email and add a completed task on the best match with a short summary, the next steps with owners and the recording link, linked to that account's most recently updated open opportunity. Skip internal calls and calls with no matching contact.
Task: Zoom call: Northwind Labs demo
Status: Completed
Due date: Oct 9
How Zoom and Salesforce jobs start
When something happens
A job can start when a Zoom cloud recording transcript is ready or a Zoom webinar ends, like “Zoom call summaries logged in Salesforce”.
On a schedule
Saved as an automation, like “Register Salesforce campaign members for a webinar”: every morning at 8am.
When you ask
Type it once in chat.
How to set up the Zoom Salesforce integration
-
1Paste your Zoom app's Account ID, Client ID and Secret
-
2Connect with Salesforce after a one time admin setup
-
3Approve the first run in chat
Allow all read operations once per app; approve each kind of write once.
-
4Try it in chat first
-
5Choose when it runs
Every Zoom and Salesforce action the agent can take
Zoom
10 groups: 17 reads, 10 writes
- Read webinar details
- Manage webinar panelists
- Access cloud recordings
- 7 more
List webinars · Update webinar · Get webinar poll report · Delete webinar
Salesforce
12 groups: 42 reads, 25 writes
- Create, update, and delete records
- Search and query data
- Read org and user info
- 9 more
Describe object · List bulk jobs · Publish platform event · Get organization
Frequently asked
Does Zoom integrate with Salesforce? +
Yes. Zoom's own Salesforce app starts meetings from Salesforce, tracks them in activity history and adds webinar registrants to campaigns. Leta, Letaido's AI agent, picks up the follow-up work that app leaves to you.
How do I connect Zoom and Salesforce to Letaido? +
Create a Server-to-Server OAuth app in Zoom and add it to Letaido, then sign in to a Salesforce edition with API access. After that, ask for a job in chat or copy a prompt from a card above.
Can Zoom call summaries be logged in Salesforce automatically? +
Yes. When a Zoom cloud recording transcript is ready, Leta can add a completed task to the matching contact with a summary, next steps and the recording link. Turn on cloud recording with audio transcripts, and subscribe your Zoom app to events with its Secret Token pasted into Letaido.
Does it work with Zoom webinars and Salesforce campaigns? +
Yes. When a one-time webinar ends, Leta can set Attended or No Show on campaign members and create follow-up tasks for engaged attendees. Each morning it can also register campaign members for one upcoming, one-time webinar. These need the Zoom Webinars add-on.
Can it start Zoom meetings or Zoom Phone calls from Salesforce? +
No. Zoom's Salesforce app does that. Leta works with the transcript, attendance, Q&A and polls after the fact.
Can Zapier connect Zoom to Salesforce? +
Yes. A recipe copies set fields, such as a Salesforce event for each new Zoom meeting. Leta can read a transcript or a poll report and decide what goes into the Salesforce task.
Does Leta need my OK before it changes Salesforce or Zoom? +
Allow all read operations once per app; approve each kind of write once.
Put Zoom and Salesforce to work today
Connect Zoom and Salesforce, then ask for a job like "Log my Zoom sales call summaries in Salesforce". Leta gets it done the moment something happens, or the moment you ask.
Get Letaido