Connect Chorus by ZoomInfo and Salesforce Essentials to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Chorus by ZoomInfo with Salesforce Essentials - no code necessary. See how you can get setup in minutes.
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 Essentials.
You’re connected!
Zapier seamlessly connects Chorus by ZoomInfo and Salesforce Essentials, 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.
Try ItTriggerInstant - Salesforce ObjectRequired
Try ItTriggerPolling- Salesforce ObjectRequired
Try ItTriggerPolling- CampaignRequired
- LeadRequired
ActionWrite
- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Salesforce ObjectRequired
Try ItTriggerPolling- CampaignRequired
- ContactRequired
ActionWrite- FileRequired
- Salesforce ObjectRequired
- Description
- IsPrivate
ActionWrite
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Frequently Asked Questions about Chorus by ZoomInfo + Salesforce Essentials 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 Essentials
How can I set up the integration between Chorus by ZoomInfo and Salesforce Essentials?
To set up the integration, you need to use a third-party platform like Zapier. Start by creating a new Zap and select Chorus by ZoomInfo as the trigger app and Salesforce Essentials as the action app. Follow our guide on selecting specific triggers and actions that match your workflow needs.
What triggers are available for Chorus by ZoomInfo in this integration?
When integrating through platforms like Zapier, common triggers from Chorus by ZoomInfo include new call recordings, updated calls, or new call insights. These triggers can initiate actions within Salesforce Essentials.
What actions can be performed in Salesforce Essentials using this integration?
Available actions in Salesforce Essentials include creating new contacts, updating existing records, logging call details, or creating tasks based on insights received from Chorus by ZoomInfo.
Are there any prerequisites before integrating Chorus with Salesforce Essentials?
Ensure both accounts are properly configured and have administrative access rights. Additionally, verify that you have an active account on a middleware platform like Zapier to facilitate the connection.
Do I need technical expertise to integrate these platforms?
No extensive technical expertise is required. Our step-by-step instructions guide you through the process of selecting triggers such as 'New Call Recording' in Chorus and pairing them with actions like 'Create Contact' in Salesforce.
How often is data synchronized between Chorus by ZoomInfo and Salesforce Essentials?
The synchronization frequency depends on the trigger setup. For example, if a 'New Call Recording' is chosen as a trigger, data is sent to Salesforce almost immediately after it's available on Chorus.
What should I do if changes in call data are not reflected in Salesforce Essentials?
First, ensure that your Zap configuration accurately maps triggers from Chorus to corresponding actions in Salesforce. Check for any connection issues or update filters that might be preventing updates.