Salesforce® for Outlook | CRM Email Integration‎

Zoom's Microsoft Teams integration allows you to start an instant meeting or join a scheduled meeting through Bots commands. Meetings created in Teams will appear on your Zoom account.

If you have not yet configured Microsoft Teams for Zoom, see Getting Started with Microsoft Teams.

Prerequisites

  • Pro, Business, Education or API plan to use the Zoom bot in a team channel
  • Any level of account to use the Zoom bot in a one-on-one channel
  • Zoom email account (work email), SSO or Google login
  • Team Configured with the Zoom bot

Note: As this integration has moved to Zoom's Marketplace, support documentation on full functionality can be found here.

Bring email, calendar, and CRM together in one seamless experience with Salesforce Inbox.

 

 

 

Keep your CRM data up to date in real time, all the time.

  • Instantly update your CRM with sales data from your inbox.
  • Log customer communications automatically, with no manual data entry.
  • Add deals right from your inbox, and dive into Salesforce with just one click.

Sell smarter from your inbox.

  • See critical sales context from your CRM alongside relevant emails, making it easier to find the perfect response.
  • Always know when important emails land, and even see what happens after you hit send.
  • Schedule hard-to-get meetings faster by sharing your calendar directly with customers.

Make it a snap to sell from anywhere.

  • Inbox gives reps everything they need to stay on top of each and every opportunity on any device.
  • Turn your phone or tablet into a portable sales-productivity generator with the Inbox mobile app.
  • Speed through email with templates and personalized email messaging that streamline prospect outreach.