Integrating Zoom With Saleboat

Unlock important insights from your team's Zoom interactions

Video calls are a critical tool for the modern sales team, but is your team using Zoom as efficiently as possible?

Setting Up Your Zoom Integration

On your Saleboat Dashboard page, locate the Link your Account section, then choose the option for Zoom. This will launch a new tab in your browser.

Next, use your company Zoom credentials to log in. Please note that the account you use for this integration must be an admin account for your company's Zoom account.

Zoom will prompt you to authorize your consent for Saleboat to bring in your data. Once complete, you’ll receive a confirmation message, and can now return to Saleboat.

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Utilizing your Zoom Integration

After linking your Zoom account to Saleboat, there will be a delay until all current data is synced. Full integration may take up to six hours, depending on your Zoom account usage.

Once this syncing process is complete, Zoom date will begin appearing on your Insights tab within Saleboat. Click Insights to view an hour-by-hour representation of how each of your team members spent their day, across all their interactions.
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Removing the Zoom Integration

To remove your current Saleboat - Zoom integration, navigate back to your company's Zoom account. In the top right corner, select Manage, then choose Added Apps.

Simply find Saleboat in this list of installed apps, and click Remove.

Frequently Asked Questions

Can I integration Saleboat with other video call platforms besides Zoom?

We currently offer integration with Google Meet as well, and plan to add more integration options in the future. If you have a specific platform you'd like to utilize with Saleboat, just let us know!
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I linked my Zoom account, but am not seeing company data in Saleboat.

Please ensure that the Zoom account in question is an admin account for your company's plan.  If you did not initially use an admin account, remove the integration and try again with an admin account.

Can I integration Saleboat with other video call platforms besides Zoom?

We currently offer integration with Google Meet as well, and plan to add more integration options in the future. If you have a specific platform you'd like to utilize with Saleboat, just let us know!

Am I required to link my Zoom account to Saleboat?

No, all integrations are optional -- just choose the ones that make most sense for your needs.

My team members' video calls aren't appearing in Saleboat.

Double-check that you have synced the same Zoom account that your sales reps are utilizing. If you've accidentally integrated with (for example) your personal Zoom account instead of your business account, just remove the integration and try again.

More questions about Saleboat integrations? Let's talk!

Email help@saleboat.com or message us through our live-chat channel.