Zoom Integration Overview

The Zoom integration with Salesforce allows you to start and schedule meetings directly within Salesforce. You can quickly set up Zoom meetings with leads and view your scheduled Zoom meetings.

Through the Zoom Integration with TargetX you’ll be able to:

Initiate/Start 1:1 meetings with Students
Create/Load Zoom Webinar Meetings (If you have the appropriate subscription)

If you are using Appointment Scheduler, refer to the article Using Zoom with TargetX Appointment Scheduler on how to use the 1:1 meetings with TargetX Appointment Scheduler.

Note: If you wish to integrate Zoom with Events, please see the article Using Zoom with Events.

Zoom Requirements

A paid Pro, Business, Education, or API Partner Plan. For use of Webinars, you must have a Webinar subscription as part of your Zoom package.
Access to the REST API.

For next steps, refer to the Zoom documentation on Installing the Zoom for Salesforce integration.

Additional Resources

The following guides provide additional information through Zoom’s Support site: