About rfincke

rfincke · 2025-05-21 08:17 AM

Is there a feature/function in Zoom where the transcript from chat (web) in contact center that will automatically bring the transcript into a task or Zoom Session history record? All of the help articles I am finding all speak about Meeting chat and...

rfincke · 2023-11-08 05:55 AM

We're trying to use fields from Salesforce in our call flows to route calls directly to users or queues. I cannot seem to find any documentation on how to do this in the call flows even after we have completed out Salesforce integration. Any idea of ...

rfincke · 2023-10-21 08:47 AM

Hi Steve, You should be able to click "Create New Case" when you view the Engagement tab while on the call. See the attached screen shot from where my agents are able to do this. We did not create a flow as often times we still have open cases for th...

rfincke · 2023-10-10 01:43 PM

During our Zoom Contact Center demo I asked this same question. Zoom is working on this but it doesn't exist right now. We also use 360SMS for bulk campaigns and want to move our texting in bulk or based on flows and actions via Zoom rather that 360S...

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Getting chat transcript in Salesforce from Web Chat

Salesforce intelligent call routing

Re: Looking for best practices for creating Salesforce Cases from Zoom Calls

Re: Bulk SMS to a List or Campaign with Zoom Phone and Salesforce Integration - is it possible?

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