SalesForce and Zoom Integration - HUGE Demo!

Zoom Phone integrates directly into you Salesforce CRM. Watch this video to see exactly how a user might use this powerful tool.
Chapters
0:00 Intro
0:35 Special Guest
0:58 Salesforce CRM
1:46 Zoom Phone Integration Overview
8:18 Making an outbound call
12:12 Activity Records
14:10 Click to Dial
17:43 Inbound Call
19:22 Call Recording
23:42 Call Reports
29:06 Wrap-Up
#zoom #zoomphone #crm #salesforce
About Me...
I am Patrick Kelley and welcome to my page Tattooed Nerd. Here we dive deep into this week in tech mainly concentrating on unified communications as a service. We also talk a lot of about hybrid workforce and what is ucaas?
Our main focus will be on Microsoft Teams and Zoom Meetings, but we touch on a lot of this in cloud collaboration, modern workplace, and cover UC today.
As a technical yogi in the UCaaS space I try and share cool tips and tricks for connected communications, better virtual meetings, and the future of work.
So hit the subscribe button to keep up to date on all things related to hybrid work!

[@Voipbusinesshq]

VoIP applications allow easy integration with CRM software. However, this integration process varies from provider to provider. This video is really helpful in understanding how Zoom integrates with Salesforce.

[@mjkahn748]

Really helpful demo! I've love to see one that focuses on inbound calls....

[@marcoangelojp]

How to allow users to be able to record their own call recording in Salesforce?

[@PatrickKelleyTattooedNerd]

You would just hit the record button in Zoom phone.

[@debrasnook4714]

Thanks so muuuch for this... Sending to my sister "sales manager " 12:12 mm Sis this is what i was seeing on zoomtopia
- 23:42 Call Reports