Salesforce and Zoom, read together
Zoom is where the meetings happen: the recording, the attendee list and whatever was agreed on the call. Salesforce holds the pipeline: leads, accounts, opportunities and the activity logged against each. The demo happened in Zoom on Tuesday; by Friday the Salesforce deal still says "demo scheduled", and what the customer asked for lives only in a recording nobody will re-watch.
Liaison reads Zoom and Salesforce together, ties each meeting to its deal, and tells you which meetings are unlogged, what was agreed on the calls that matter, and which forecast deals have had no live conversation in weeks.
Where Salesforce and Zoom disagree
- Meetings held in Zoom with no activity, notes or stage change in Salesforce afterwards.
- Deals forecast to close with no Zoom meeting held or scheduled.
- Promises and objections raised on the call that the Salesforce record never mentions.
- Attendees on the Zoom call who are not contacts on the Salesforce account.
- Recordings in Zoom that answer "what did they say about price?" and are never opened.
Questions it answers across both
- “Which deals forecast for this month have had no Zoom meeting in three weeks?”
- “What did the customer ask for on last week's call, and is it in the deal?”
- “Which meetings this week were never logged in Salesforce?”
- “Who was on the call who is not in Salesforce?”
What Liaison does with Salesforce and Zoom
- Matches Zoom meetings to Salesforce deals and lists the unlogged meetings and the deals with no live conversation.
- Reads the recording or transcript where Zoom provides one and drafts the meeting notes and next steps onto the deal, for you to confirm.
- Flags attendees with no Salesforce contact and drafts them for your yes.
- Writes the weekly note: meetings held, what was promised, what is scheduled.
What it reads and does in each
Liaison across Salesforce and Zoom, set up with you, for $629 a month.
- Connects to Salesforce and Zoom with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what Salesforce says, what Zoom says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison join meetings?
No. It reads what Zoom keeps afterwards: the attendee list, and the recording or transcript where you have them turned on.
Will it write notes into Salesforce?
It drafts them from the transcript and waits for your confirmation on the first; after that it logs that kind of note on its own.
What if there is no recording?
It logs that the meeting happened, with attendees and duration, and says that nothing was recorded rather than inventing an outcome.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.