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Salesforce Zoom Phone Integration - Auto Create Contacts

DanEnriquez
Newcomer
Newcomer

‎2022-12-13 12:58 PM

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?

0 Likes
1 REPLY 1

FORE-Craig
Expert
Expert

‎2022-12-13 01:54 PM

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.

Craig