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Connect Chorus by ZoomInfo and Salesforce Essentials to unlock the power of automation

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

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Chorus by ZoomInfo
Chorus by ZoomInfo logo
Chorus by ZoomInfo
1. Choose trigger event
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Salesforce Essentials
Salesforce Essentials logo
Salesforce Essentials
2. Choose action
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1. Select the event
Setup
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Chorus by ZoomInfo
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 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.

  • Chorus by ZoomInfo triggers, actions, and search
    New Recording

    Triggers when a new recording has completed processing.

    Trigger
    Instant
    Try It
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
    • Campaign
      Required
    • Lead
      Required
    Action
    Write
  • Salesforce Essentials triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
    • Campaign
      Required
    • Contact
      Required
    Action
    Write
    • File
      Required
    • Salesforce Object
      Required
    • Description
    • IsPrivate
    Action
    Write

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Customers have created over 25 million Zaps on the platform

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Connect Chorus by ZoomInfo and Salesforce Essentials to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

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

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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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About Salesforce Essentials
Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
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