Zapier makes it easy to integrate Chorus by ZoomInfo with Salesforce - no code necessary. See how you can get setup in minutes.
A trigger is the event that starts your Zap—like a "New Recording" from Chorus by ZoomInfo.
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
Zapier seamlessly connects Chorus by ZoomInfo and Salesforce, automating your workflow.
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.
Triggers when a new recording has completed processing.
Triggers when a new Contact is created.
Triggers when a new outbound message is received in Salesforce.
Triggers when a new Attachment is added to a case.
Triggers when a new Lead is created.
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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 OwnerSales 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 OpsNew 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
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.
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.
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'.
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.
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.
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.
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.
