Salesforce Zoom Phone Integration - Auto Create Contacts | Community
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Newcomer
December 13, 2022
Question

Salesforce Zoom Phone Integration - Auto Create Contacts

  • December 13, 2022
  • 1 reply
  • 1 view

Is there a way to auto-create new contacts for inbound / outbound phone numbers that are not already in our Salesforce environment? 

I see it featured in this youtube video (9:45 minutes in) but I can't find any documentation for this.
https://www.youtube.com/watch?v=8GY0yMFFmRM&t=732s

Also wondering if there is a way to REQUIRE fields captured on the call log after the call before the task is created in salesforce?

    1 reply

    FORE-Craig
    Specialist
    Specialist
    December 13, 2022

    Hi @DanEnriquez 

     

    You may want to post this message also in the Zoom Marketplace forum. There may be more people who have integrated it over there.