Zoom Salesforce integration:
the Salesforce Zoom Connector
Manage Zoom meetings and webinars from Salesforce and keep the meeting history on the customer record.
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Zoom Salesforce integration lets teams schedule and track Zoom meetings and webinars from Salesforce records. Zoom publishes its own app, Zoom for Lightning, on AppExchange. Techila's Salesforce Zoom Connector is another option: it brings Zoom meetings and webinars into Salesforce, tracks interactions and engagement history, and automates meeting workflows.
The practice
Zoom meetings on the Salesforce record
The Salesforce Zoom Connector is for sales and support teams who meet customers on Zoom and want those meetings in Salesforce. Meetings and webinars are managed from the CRM, interactions are tracked against the customer, and meeting-related steps can be automated, so the next person on the account can see what happened.
What are the options for Zoom Salesforce integration?
There are three routes. Zoom's own AppExchange listing for Zoom for Lightning says users can start a Zoom meeting with contacts and record it in Salesforce activity history, schedule webinars, add leads and contacts as registrants, and use the Zoom Phone dialer. Techila's connector covers meetings, webinars and workflow automation. A custom build on both platforms' APIs is the third route, for flows neither app covers.
| Route | Who provides it | What it covers | Good fit when |
|---|---|---|---|
| Zoom for Lightning | Zoom, on AppExchange | Meetings logged to activity history, webinars and registrants, Zoom Phone | You want Zoom's own app, including Zoom Phone |
| Salesforce Zoom Connector | Techila | Meetings and webinars in Salesforce, interaction tracking, workflow automation | You want the integration set up around your own meeting process |
| Custom integration | Your team or a partner | Whatever you build on the Zoom and Salesforce APIs | Neither app covers a data flow you need |
Zoom for Lightning features are from its AppExchange listing, read on 10 November 2026. For other system connections, see Salesforce integration services.
How does the Salesforce Zoom Connector work?
The connector links Zoom to your Salesforce org. Teams manage meetings and webinars from Salesforce, and meeting activity and engagement history are tracked on the customer's records, so sales, support and account teams share one view.
What moves between Salesforce and Zoom
- Meetings managed from Salesforce (from Salesforce to Zoom)
- Webinars managed from Salesforce (from Salesforce to Zoom)
- Meeting activity and engagement history (from Zoom to Salesforce)
Capabilities
What does the Salesforce Zoom Connector do?
Each capability ships as part of the managed package and is configured to your process.
Delivery process
How do you get started?
Four steps, each ending with something you can check before the next one starts.
Related services
Pair this with.
Salesforce integration services
Connect Salesforce to communication tools and other systems.
Explore→Calendly Salesforce integration
Bring booked meetings from Calendly into Salesforce.
Explore→Salesforce Dialer
Click-to-call and call logging inside Salesforce.
Explore→Talk to us
Get an install plan for the Salesforce Zoom Connector.
Get an install plan→FAQ
Zoom Salesforce integration questions.
What teams ask before connecting Zoom to Salesforce.
Yes. Zoom publishes Zoom for Lightning on AppExchange, and other apps such as Techila's Salesforce Zoom Connector also connect the two. A custom build on both APIs is possible for flows the apps do not cover.
Yes. The Salesforce Zoom Connector tracks Zoom meetings, webinars and customer interactions in Salesforce, so the engagement history sits with the customer.
Sales teams, support teams and other customer-facing teams that meet customers on Zoom.
Yes. The meeting workflows and automation are configured to your communication process during setup.
Pricing is on request. It depends on your users, the setup and any integrations in scope. Book a discovery call through the contact page and we send a quote with the install plan.
Sources
Last reviewed:
- Salesforce AppExchange, Zoom for Lightning, published by Zoom Video Communications (read 10 November 2026)
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