ZRA Integrations

This page discusses Zoom Revenue Accelerator (ZRA) integrations.

Third-party applications integrate with Zoom Revenue Accelerator through the service provider’s APIs, with data protected by TLS 1.2 while in transit

Third-party applications like Salesforce, HubSpot, monday.com, Microsoft Dynamics 365, and People.AI integrate with Zoom Revenue Accelerator using API connections between Zoom and the service provider, and are protected by TLS 1.2 while in transit.

Zoom Revenue Accelerator automatically synchronizes CRM deals data throughout the day

Every four hours, a scheduled job within Zoom Revenue Accelerator pulls in fresh CRM data through the established integration, updating deals with the most recent information available at the time of sync. This sync can be disconnected at any time.

Zoom Revenue Accelerator will automatically attempt to match deal opportunities with CRM contacts and conversations, and can be manually associated if desired

When integrated with a CRM, Zoom Revenue Accelerator will automatically attempt to match contacts and conversations with opportunities. This process follows a deductive logic, with an opportunity to manually associate conversations with opportunities if desired. The process is as follows:

1. Zoom Revenue Accelerator integrates with a CRM and pulls down opportunity and account objects, like an opportunity’s company name, main contact, and revenue.

2. Afterward, Zoom Revenue Accelerator will attempt to match contact information — like a name, email address, or phone number — from each conversation’s invitee and participant list, and compare them to open opportunities.

3. If contact information matches an open opportunity, the deal data and Zoom Revenue Accelerator insights will combine.

   • If there are two or more open opportunities, each opportunity is scored based on factors like the timing of the open date, expected close date, etc, and Zoom Revenue Accelerator will pick the highest probable match.

4. If no open opportunities match, Zoom Revenue Accelerator will attempt to map conversations to any matching contacts associated with a pre-existing Account, if found.

5. If no contacts or accounts are not found, Zoom Revenue Accelerator will attempt to map conversations to an existing lead, if found.

6. If an existing lead is not automatically found, the user can manually associate a conversation with an opportunity, contact, or lead, or create an opportunity within the CRM and match from there.

7. For the next seven days, Zoom Revenue Accelerator will attempt to match previous conversations to new opportunities if one did not exist.

Integrations with Salesforce, HubSpot, and Microsoft Dynamics 365 can synchronize data bi-directionally, matching data and insights in each location

CRM integrations with Salesforce, HubSpot, and Microsoft Dynamics 365 feature bi-directional data synchronization, matching deal information and Zoom Revenue Accelerator insights within each product. This reduces user workload by ensuring deal data and insights — including recordings and conversation notes — are available within both applications.

For example, if an account has integrated Salesforce with Zoom Revenue Accelerator, the following two things will occur:

1. Deal information within Salesforce is synchronized within Zoom Revenue Accelerator. Conversations will automatically associate with a deal when possible, providing a central location for viewing deal information and Zoom Revenue Accelerator’s insights and analytics within the Zoom client or web portal.

2. Zoom Revenue Accelerator insights and analytics will also automatically create an activity within Salesforce for matching deals, noting critical conversation metrics and analytics.

Insights synchronized to a CRM are customizable

Account admins can configure which Zoom Revenue Accelerator insights are synchronized to the integrated CRM, including:

• Conversation Summary

• Sentiment Score

• Engagement Score

• Next Steps

• Competitors Mentioned

• Features Mentioned

• Link to the Zoom Revenue Accelerator conversation.

CRM and customer success platform integrations

Outreach: Zoom Revenue Accelerator integrates with Outreach for call recording and analysis. Inbound and outbound calls tracked in Outreach are automatically recorded and transcribed. Users can push call analytics — such as talk ratios and conversation topics — back to Outreach as activities.

Gainsight: Account owners and admins can configure an integration between Zoom Revenue Accelerator and Gainsight's Account Timeline, enabling Customer Success Managers to access AI-generated meeting insights, call recordings, meeting summaries, and action items directly within the Gainsight interface without switching platforms.

Seismic: Users can interact with the Meetings Queries panel to send queries to Seismic's knowledge base and receive text summaries of relevant documents during Zoom Meetings. Account owners and admins can enable or disable this feature and control whether Seismic proactively surfaces content based on transcript phrase detection.

Zoom Canvas integration for exporting and embedding call content

Zoom Revenue Accelerator integrates with Zoom Canvas. Users can export call details and AI-generated analysis directly into Zoom Canvas. Documents can also be embedded within call or deal pages within Zoom Revenue Accelerator for collaborative viewing and editing.