Using Salesforce with ZoomMate and Zoom Virtual Agent
The Salesforce app for ZoomMate helps you manage and improve customer relationships across sales, marketing, and customer service. You can manage leads, track opportunities, automate tasks, and access account information directly from ZoomMate without switching between applications. Additionally, admins can connect Salesforce to Zoom Virtual Agent via the Zoom web portal, enabling voice or chat agents to access supported tools.
ZoomMate will create the note in Salesforce and confirm when it's complete.
How to update Salesforce records
You can update record fields directly through ZoomMate:
Specify the record you want to update and the field to modify:
"Update the sales stage of the Textile 2 opportunity to Negotiation/Review"
"Change the close date for the Aaron Company opportunity to June 15, 2025"
ZoomMate will update the specified field in Salesforce and confirm the change.
How to schedule meetings with Salesforce contacts
Ask ZoomMate to schedule a meeting with a Salesforce contact:
"Schedule a meeting with Stalin from Aaron Company"
"Set up a call with the key stakeholders for the Textile 2 opportunity"
Provide meeting details including:
Subject/title
Date and time
Location (virtual or physical)
Description or agenda (optional)
ZoomMate will create the event in Salesforce and link it to the appropriate contact and account.
Example: "Create an event for account Aaron and contact Stalin with Subject: Strategy Meeting, startDateTime: 2025-05-23T10:00:00Z, EndDateTime: 2025-05-23T11:00:00Z, location: Conference Room A, Description: Discussing Q2 strategies"
How to use Salesforce in ZoomMate agentic workflows
Authorizing the Salesforce app allows ZoomMate and Workflow to access your Salesforce records for automated creation and management.
When prompted, click Authenticate to log in to your Salesforce account.
When prompted, enter the Base URL when configuring Salesforce for Zoom. Note: To locate the Base URL of your Salesforce instance, navigate to Setup and search for My Domain in the Quick Find box. The results will display your Current My Domain URL, which typically ends with .my.salesforce.com.
Nodes available for Salesforce in agentic workflows
The following workflow nodes are available when Salesforce is connected to ZoomMate on the web.
Note: Authentication is required before using the Salesforce nodes.
Node name
Description
Fields that can be managed
Complete Task
Completes a task by setting its status to Completed.
Task
Completion Notes
Create Note
Creates a new note attached to a Salesforce record.
Parent Record
Note Title
Note Body
Private Note
Owner
Custom Fields
Create SObject Record
Creates a new Salesforce SObject record.
Salesforce Object Type
Field Values
Create Task
Creates a new task in Salesforce.
Subject
Description
Status
Priority
Due Date
Related Person ID (WhoId)
Related Record ID (WhatId)
Owner
Set Reminder
Reminder Date & Time
Custom Fields
Get All Fields For Object
Retrieves all fields (standard and custom) for a Salesforce object.
Object Name
Get Note
Retrieves a specific note from Salesforce by ID.
Note
Get S Object Record
Retrieves a single Salesforce record by ID.
Object API Name
Record
Fields to Return
Get User Info
Retrieves information about the current or specified user.
Include Permissions
Log Call
Logs a completed phone call as a task.
Subject
Contact/Lead ID (WhoId)
Related Record ID (WhatId)
Call Date/Time
Call Type
Call Disposition
Call Duration (Seconds)
Comments / Notes
Run Soql Query
Executes a SOQL query against Salesforce data.
SOQL Query
Update A Record
Updates record data in Salesforce.
Record
Fields to Update
Object API Name
Allow Save on Duplicate
Use Default Assignment Rule
Trigger User Email
Trigger Other Email
If Unmodified Since
Update Note
Updates an existing note.
Note
Title
Body
Owner
Private Note
Custom Fields
Update Opportunity By Id
Updates specified fields of an existing opportunity.
Opportunity Name
Stage Name
Close Date
Amount
Probability (%)
Account ID
Campaign ID
Description
Forecast Category
Owner ID
Type
Custom Fields
How to enable the Zoom Virtual Agent Salesforce integration
Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
In the top-right corner, click your profile picture or initials, then click Admin Center.
In the side menu, click Product configuration.
Click AI Studio, then Integrations.
Under Integrations, search for Salesforce, then click Connect. A new tab will open to begin the authentication process.
Enter your Salesforce credentials and submit them.
When Salesforce requests access to your account, click Accept, then Confirm to complete the connection. Once authentication is successful, the integration will appear on your Integrations page. You will see the Salesforce application with an Active status.
How to use Salesforce integration with ZVA voice or chat agents
Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
In the top-right corner, click your profile picture or initials, then click Admin Center.
In the side menu, click Product configuration.
Click AI Studio, then ToolTemplates.
Click the Marketplace tab.
Expand Salesforce for Zoom to view the list of supported tools.
Create avoice orchat agent and use the desired Salesforce tools accordingly.
How your data is used
Zoom's Salesforce app marketplace app allows Zoom Communications Inc. access to your Salesforce accounts, opportunities, contacts, and related records. To do so, you'll need to share Salesforce permissions. The permissions you'll share with Zoom Communications Inc. include:
Access Salesforce content: Zoom Communications Inc. will have permission to access your Salesforce account information, opportunity records (including stage and close date), contact details, associated notes, and related event data.
By authorizing this connection, the Salesforce app maintains ongoing access to your information.
, then Disconnect.