The problem with manual sync
Important decisions made on Zoom calls never make it into Salesforce. By the time you update everything manually, the momentum is gone.
How Convo solves it
Connect Zoom and Salesforce through Convo's AI layer. Meetings end, notes appear in Salesforce, action items get assigned. Fully automated.
What you can do with Zoom + Salesforce
Auto-populate deal records
Meeting ends on Zoom, Salesforce contact record updates with notes, next steps, and deal stage changes.
Capture buying signals
AI identifies budget mentions, timeline urgency, decision-maker names—syncs directly to Salesforce opportunity fields.
Track competitor mentions
Every time a prospect mentions a competitor on Zoom, it's logged in Salesforce for competitive intelligence.
Score meeting sentiment
Convo analyzes conversation tone and engagement, adds sentiment data to Salesforce for better forecasting.
Common questions
Related Integrations
HubSpot
Pipedrive
Zoho CRM
Close
AsanaConnect Salesforce to
Google Meet
Microsoft Teams
Slack
Webex
DiscordSources & References
- Zoom Integration Documentation
- Salesforce API Documentation
- AI Meeting Assistant Research (2026)
Ready to automate Zoom to Salesforce?
Join teams using Convo to eliminate post-meeting busywork.