Users left out of the call centre
Every rep must be set up. We check each user so no one’s calls are lost.
Integration · Zoom Phone to Salesforce
Zoom Phone and Salesforce integration
Zoom offers a way to use Zoom Phone inside Salesforce, with click to call and call logging. Installing the package is the easy part. Configuring call centres, users, logging rules and page layouts so every call lands on the right record is where teams get stuck. We do that part, and test it. One-time setup, no monthly fee from us.
- From $100, one-time setup
- No monthly fees from us
- Tested on your own calls before go-live
Zoom Phone
Salesforce
One call ends in Zoom Phone. In Salesforce:
- Zoom Phone inside SalesforceSoftphone and click to call
- Every call loggedAs a task on the right record
- Reports you can trustCalls per rep, per account, per stage
- One-time setup
- From $100
- Monthly fee from us
- $0
- Working days to a written scope
- 2
- Working days to build and test
- 5–10
Got it, thank you.
Check your inbox for a confirmation. We will reply within 2 working days with what we would do and what it would cost.
The package is installed. Now make it complete.
Salesforce telephony setups fail quietly. A rep is missing from the call centre and their calls never log. Calls land on the contact but not the opportunity. Inbound calls from unknown numbers create nothing at all. Six months later, nobody trusts the activity reports.
We start with the Salesforce side: call centre settings, which users are included, which objects calls should attach to, and how tasks are named and categorised. Then we test real inbound, outbound and missed calls for each team, so "no calls this week" really means no calls.
- Sales teams on ZoomDial from any Salesforce record without leaving the page.
- Sales operationsClean, consistent call tasks for activity reporting.
- Service teamsInbound calls linked to the account or case.
What we connect between Zoom Phone and Salesforce
A typical setup. We adjust each line to how your team uses Zoom Phone and Salesforce.
When this happensThis is what you get
A call endsA completed task on the matching contact, lead, account or opportunity
Call detailsDirection, length and result on the task, consistently named
The recordingLinked, where your Zoom Phone plan records calls
An inbound callerThe matching record opened for the rep
A missed callA follow-up task for the record owner, as agreed
Field mapping, event by event
Each Zoom Phone event and exactly what it writes in Salesforce. Pick an event to see its fields.
1. Trigger · Zoom Phone
When a call ends
Every call made or received in Zoom Phone
2. Action · Salesforce
Log the call
In Salesforce, on the contact or lead — Where your team already works
Salesforce field
Mapped from
What happens
Activity date
Date time15 Sep, 4:00 pm
Shown in your time zone
Date time15 Sep, 4:00 pm
Shown in your time zone
Call length
Call length3 min 04 s
Stored the way Salesforce expects
Call length3 min 04 s
Stored the way Salesforce expects
Direction
Call directionInbound
Inbound or outbound
Call directionInbound
Inbound or outbound
Call outcome
ResultInterested
Matched to your own list of outcomes
ResultInterested
Matched to your own list of outcomes
Recording
Call recordingPlayable audio
Added once the file is ready
Call recordingPlayable audio
Added once the file is ready
Contact or lead
Matched by phone number+1 415 555 0142
A new contact or lead is created only if none match
1. Trigger · Zoom Phone
When an outcome is set
A rep marks how the call went
2. Action · Salesforce
Update the opportunity
In Salesforce — Moves one record, not all of them
Salesforce field
Mapped from
What happens
Which opportunity
Most recent open opportunityNorthwind — 12 seats
On the matching contact or lead, owned by the rep on the call
Stage
ResultInterested
Looked up in the outcome-to-stage list we agree with you
ResultInterested
Looked up in the outcome-to-stage list we agree with you
1. Trigger · Zoom Phone
When a voicemail is left
Nobody picked up in time
2. Action · Salesforce
Create a task
In Salesforce, for the contact or lead owner — A call-back nobody forgets
Salesforce field
Mapped from
What happens
Title
Caller number+1 415 555 0142
“Call back” plus the contact or lead name, or the number if unknown
Caller number+1 415 555 0142
“Call back” plus the contact or lead name, or the number if unknown
Due
Your follow-up windowWithin 1 hour
Set to how fast your team calls back
Assigned to
Contact or lead ownerMaria Lopez
Falls back to the rep who was on the line
Contact or lead ownerMaria Lopez
Falls back to the rep who was on the line
Sample values are made up. The exact fields are agreed with you in your scope.
A one-time setup, not a monthly middleware bill
We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.
Web Repay integration setup
Middleware subscription
What you pay
One-time setup, from $100 (one-off)
A monthly plan, often priced by tasks or operations
As call volume grows
The same price, no per-task charges
Costs rise with every call that syncs
Who builds and tests it
We do, on your own Zoom Phone calls
Your team builds and maintains every step
Where it runs
In your own Zoom Phone and Salesforce accounts, documented
Inside the middleware vendor’s platform
When something changes
Additional support as needed, when you request it
Your team fixes the broken steps
Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.
Where Zoom Phone and Salesforce setups usually go wrong
Which record a call belongs to
Contact, lead or opportunity? We set clear rules so reports add up.
Number formats
Salesforce phone fields hold many formats. We check matching for inbound calls.
Test in a sandbox
Where you have a sandbox, we set it up there first, then move it to production.
How we set it up
- 1
Agree the rules
Users, objects, task fields and missed-call handling. Written scope, fixed one-time price.
- 2
Access
Salesforce admin and Zoom Phone admin access.
- 3
Set up and test
Configured and tested with real calls for each team.
- 4
Handover
A short note, including how to add new users.
Test call passedEvery field in the table checked
LiveWatched for the first week
What it costs
From
$100 one-time setup
Starting price for connecting Zoom Phone and Salesforce, built and tested. Larger mappings get a fixed quote in writing before we start.
No monthly fee from us. Additional support is available as needed, whenever you request it.
Free download
The integration health check
10 checks to make sure your website, CRM and dialer really are passing information between them.
From the blog
Further reading
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
Dialers
Why fewer people answer your calls: spam labels and caller ID
When answer rates drop, the cause is often a warning label on your caller ID. How US carriers check and label calls, and what you can do about it.
Questions about Zoom Phone and Salesforce
Does Zoom Phone work inside Salesforce?
Yes. Zoom provides a Salesforce integration with a softphone and click to call. We install and configure it so it works for your whole team.
Will calls appear in Salesforce reports?
Yes. Calls are logged as tasks, so they appear in standard activity reports.
Is there a monthly fee?
No. You pay once for the setup.
Can you help with Salesforce Service Cloud too?
Yes. We can link inbound calls to cases as part of the scope.
Rather talk it through?
Thirty minutes on how your team uses Zoom Phone and Salesforce. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Task: Call loggedOpportunity updated
Call-back taskAssigned to the contact owner