How to Integrate Salesforce with Zoom
- George Apostolov
How to Integrate Salesforce with Zoom: step-by-step guide
On Zoom's homepage, go to the left-side panel and click 'Advanced'.
Select 'App Marketplace' from the list of options.
After that, search for 'Salesforce' and choose the specific plugin you prefer to use.
Tap the drop-down arrow next to 'Add For Others' and click 'Add For Myself'.
Once done, provide your Salesforce user credentials and then click 'Log In' to finally activate the integration of your account with Zoom.
Quick answer: To integrate Salesforce, open the Zoom App Marketplace, search for Salesforce, select your preferred plugin, and click Add For Myself. Finally, enter your Salesforce credentials and log in to activate the integration.
About this Zoom tutorial
Connect Salesforce with Zoom by visiting the App Marketplace, selecting a plugin, and logging into your Salesforce account. This guide shows how to integrate Salesforce with Zoom in 5 steps, starting with "On Zoom's homepage, go to the left-side panel and click 'Advanced'" and finishing with "Once done, provide your Salesforce user credentials and then click 'Log In' to finally...". The interactive demo above is a click-through copy of the real Zoom interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to integrate Salesforce with Zoom?
5 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Zoom data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Zoom and Salesforce. Related guides: How to Integrate Salesloft with Zoom, How to Integrate Slack with Zoom and How to Integrate SurveyMonkey with Zoom. Last reviewed 05 Oct 2026.
Create your first interactive demo in minutes
No credit card required • Start building today
