Integrate your Salesforce CRM

About the Integration:

Zipteams is a Generative AI sales acceleration platform that can make your Salesforce  CRM super powerful by automatically extracting and updating data from your customer calls.

You can connect Salesforce CRM on Zipteams to:

1. Easily schedule meetings with customers or give customers your own Calendly alternative to schedule meetings with you all synced to Salesforce CRM.

2. Use Zipteams Smart Meeting Rooms to do your customer meetings and automatically update Salesforce CRM with meeting summary, customer’s buying intent (High, Low, Neutral), and BANT and qualification criterion of the customer.

3. Sync your voice call recordings to Zipteams to generate call summaries, customer’s buying intent, BANT, and qualification criterion of the customer and get those updated on Salesforce immediately after the call. 

Zipteams conversational intelligence solution allows you to qualify better and close faster by following up on high-intent and qualified leads.

Integration Features include:

Requirements

1. Admin account on Zipteams.

2. Admin account on Salesforce CRM.

Connecting Salesforce CRM to Zipteams

Setting up this integration is easy, follow these 3 simple steps and you’ll be up and running in no time.

1. Begin by logging into your Zipteams admin account at https://app.zipteams.com

• Once logged in, direct your attention to the left-hand side of the screen and click on ‘Setup.

• Under the ‘Setup’ menu, find and select ‘Organizational Settings.

• Within ‘Organizational Settings,’ select ‘Connect your CRM.’

2. Locate the ‘Salesforce‘ logo on your screen and tap ‘Connect’.

3. A pop-up will appear on your screen. Click on ‘Connect’

4. Choose the Salesforce CRM account you want to integrate/sync with Zipteams and then tap ‘Connect’.

5. Click on the checkbox and your integration is complete!

6. You should see your Salesforce account connected like this. Thats’ it, now all users in your Salesforce account will be connected.

Congratulations! You’ve successfully integrated your HubSpot with Zipteams.

Get started using our sales acceleration features and for any feedback or issues, talk to us instantly at zipme.at/zipteams or write to us at hello@zipteams.com.

Important guidelines:

1. For the integration to work, your Zipteams account should be connected to Salesforce through an account that has admin access to Salesforce.

2. All users who need to be assigned to Zipteams meetings should sign up at app.zipteams.com/signup using the email IDs they used to sign up on Salesforce. 

3. New contacts will be created on Salesforce automatically for all Zipteams meetings if the contact doesn’t exist on Salesforce. The user assigned to the meeting will be made the contact owner on Salesforce.

4. If a contact who scheduled Zipteams meetings is already present on Salesforce, the meeting will be assigned to the existing contact owner on Salesforce.

5. In case the existing owner is not active for instant meetings, the contact will be asked to schedule a meeting, which will be assigned to the existing contact owner only.

If the existing owner is not signed up on Zipteams, the contact will not be able to schedule the meeting.

If you need any changes in any of the above settings, you can contact us at zipme.at/zipteams or hello@zipteams.com