Using a CRM with Zoom.ai
Connect Zoom.ai's intelligent, powerful meeting scheduling to your favorite CRM! Sync CRM contacts to schedule meetings with leads in seconds, view and update deal information, and automatically log meeting details. Zoom.ai supports integrations with a number of CRM providers.
(A) Intelligent Contact Sync
Zoom.ai supports intelligent contact synchronization and merging from your CRM into Zoom.ai. This allows you to more quickly schedule a meeting with a contact - without needing to remember, find or copy and paste their email.
(B) Automatically Log Meeting Details
Meetings scheduled in Zoom.ai are automatically logged back into the associated Deal/Opportunity, Contact and/or company in your CRM. This ensures your CRM source of truth is automatically updated without tedious admin work.
(C) CRM Meeting Briefings
Get CRM contact information in your pre-meeting briefing, including links directly into a contact and their associated deal/opportunity in your CRM
If you integrate your CRM then a link directly to the deal record in the CRM is included in Zoom.ai’s meeting briefings - making it easy for sales reps and account managers to access relevant information before they meet their prospect or client. A user simply clicks the link and is taken to the associated record in the integrated CRM.
(D) CRM Search
Easily search for CRM information from the Zoom.ai chatbot or web-app via Unified Search
(E) Query and modify CRM information (BETA)
Query and modify CRM information inside a supported chat application with the Zoom.ai chatbot. This option is currently available in BETA for users on the Professional or Team Plan only. CRM query is turned off by default for all accounts but can be manually enabled.
This empowers sales teams by making CRM information accessible and conversational:
Supported CRM vendors
Adding a CRM Integration
To get started simply add your preferred CRM Provider from the Zoom.ai Integration Directory. Please refer to the chart above for the CRM features supported in Zoom.ai.
For Team Plan Accounts:
- For supported CRM's Team plan Administrators can choose to add CRM integrations at the Org level settings (https://app.zoom.ai/org/accounts/add#crm)
- For CRM providers that only allow user level access - so each CRM user will need to add a provider
API access must first be enabled on your Salesforce account in order for Zoom.ai to integrate. API access may be restricted based on your Salesforce edition or administration restrictions. Please contact your Salesforce administrator if you do not have access to enable your API. This is a Salesforce limitation, and not controlled by Zoom.ai.
- When you attempt to connect an integration to HubSpot, you may encounter a Request for Integration Permissions error. These errors occur because certain Hubspot integrations require specific Hubspot user roles and/or specific account-wide tools in order to connect to HubSpot. This is a Hubspot limitation, and not controlled by Zoom.ai. Learn More