Integrating Zoom with SalesViking

1. Connecting Zoom to SalesViking

1.1 For New Users:

• Sign Up: Create an account by visiting SalesViking Signup.

• Complete Onboarding: After signing up, you'll automatically enter our onboarding flow. Complete all required details.

• Connect Zoom:

  • Reach the "Forge Your Alliances" step.

  • Locate "Zoom" and click the Connect button.

    
    

    

    
    

  • A new window will open; authorize SalesViking to access your Zoom account.

  • After authorization, Zoom is successfully connected.

    
    

1.2 For Existing Users:

• Navigate to Connections: Go to SalesViking Connections.

• Connect Zoom:

  • Click the Connect button next to "Zoom".

  • A new window will open; grant SalesViking the required Zoom permissions.

  • After authorization, Zoom is successfully connected.

2. Disconnecting Zoom from SalesViking

• Navigate to Connections: Go to SalesViking Connections.

• Click the disconnect icon next to "Zoom".

  
  

  

  
  

• Zoom will be disconnected from SalesViking.

3. Using Zoom with SalesViking for Real-time Guidance

• Ensure Salesforce is connected to your SalesViking account, identical to the Zoom connection.

• From the sidebar, open "Opportunities":

  • First-time users will encounter a brief, personalized onboarding (approximately 1 minute).

• Select an Opportunity:

  • Navigate to the "Activity" tab.

    
    

    

    
    

  • Find the scheduled meeting with Zoom listed as the location.

  • Click on Prepare / Join Anyway.

  • If Prepare is selected, you'll enter a guided workflow to prepare for your sales call.

  • If not, the Zoom meeting will start immediately within SalesViking, as Zoom is embedded directly into our app.

• A bot named "SalesViking Bot" will join your Zoom meeting and request recording access:

  • Grant this permission to enable real-time guidance.

• Once permitted, you'll begin receiving real-time, actionable insights during your Zoom calls directly within the SalesViking application interface.