Connect Chorus by ZoomInfo and Salesforce to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Chorus by ZoomInfo with Salesforce - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Recording" from Chorus by ZoomInfo.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects Chorus by ZoomInfo and Salesforce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Recording
Triggers when a new recording has completed processing.
Trigger
Instant
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New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It

- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write

- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

For AI agents & developers

Use Chorus by ZoomInfo and Salesforce with AI agents and code

Beyond Zap workflows. Call Chorus by ZoomInfo and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Chorus by ZoomInfo and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Contact to Campaign

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Chorus by ZoomInfo and Salesforce actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* chorus-by-zoominfo / salesforce action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Chorus by ZoomInfo and Salesforce

Track meeting trends for closed deals

Save time analyzing sales data and trends. When an opportunity in Salesforce is marked as closed, Zapier automatically retrieves the recording details from Chorus by ZoomInfo for data review. This streamlines the process of connecting sales success metrics with real conversations.

Business Owner

Try it

Record customer meeting insights in Salesforce

Sales Ops can focus on strategic tasks rather than data entry. When a new recording completes processing in Chorus by ZoomInfo, Zapier automatically logs the meeting insights in the respective Salesforce record. This keeps Salesforce up-to-date and allows teams to better analyze pipelines and improve sales strategies.

Sales Ops

Try it

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Chorus by ZoomInfo to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Chorus by ZoomInfo + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Chorus by ZoomInfo and Salesforce

How do I integrate Chorus by ZoomInfo with Salesforce?

To integrate Chorus by ZoomInfo with Salesforce, you can use our integration setup within the admin settings of your Chorus account. Once there, navigate to integrations and select 'Salesforce'. Follow the guided steps to authenticate and map the desired fields between both platforms. Specific triggers like 'New Recorded Call' in Chorus can be set to update or create actions like 'Log a Call' in Salesforce.

What are the prerequisites for integrating Chorus with Salesforce?

Before integrating, ensure that you have admin privileges in both your Chorus and Salesforce accounts. Additionally, make sure that API access is enabled on both platforms as this ensures seamless data flow between specific triggers and actions across the two systems.

Can I customize which data fields are synchronized from Chorus into Salesforce?

Yes, during the setup process, you have the flexibility to select and map specific data fields for synchronization from Chorus into Salesforce. This allows you to customize how information such as call notes or participant details are logged in your CRM based on triggers like 'Call Completed'.

What troubleshooting steps should I take if the integration fails?

If you encounter issues with the integration between Chorus and Salesforce, first verify that all login credentials are correct and have necessary permissions. Check if there have been changes or updates in either system that affect API connectivity. Review recent logs for any failed trigger events such as 'Call Analyzed' which might impact synchronization.

How often is data synchronized between Chorus and Salesforce?

Data synchronization frequency depends on the specific triggers set within your integration setup. For instance, when a 'Call Completed' event occurs in Chorus, it can immediately trigger an action to update records in Salesforce.

Is it possible to automate tasks based on call insights from Chorus within Salesforce?

Yes, our integration allows automation of tasks within Salesforce based on call insights from Chorus. You can create workflows where insights such as sentiment analysis or call scores trigger actions like creating follow-up tasks or sending notifications directly within your CRM.

What security measures are in place for the data exchanged during this integration?

We prioritize security while exchanging data between platforms. All data synchronized through our integrations is encrypted during transit using industry-standard protocols. Access control measures ensure only authorized users initiate certain triggers or access particular insights exchanged between Chorus and Salesforce.

About Chorus by ZoomInfo

Chorus is an AI-powered Conversation Intelligence platform that captures and analyzes customer engagements so your team hits their number.

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Related categories

Sales & CRM

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.