Integrate Salesforce with Loom

Combine the power of Salesforce and Loom to automate your work without coding.

Salesforce icon

Salesforce

salesmarketing

Boost your sales with smart CRM tools. Track leads, manage pipelines, and close more deals with automated workflows and insights.

Available Actions & Triggers:

Loom icon

Loom

salesmarketingall

Record and share video messages of your screen, cam, or both. Faster than typing an email or meeting live. Share ideas, give feedback, and move work forward with async video.

Available Actions & Triggers:

Popular Integration Recipes

  1. Salesforce: New Lead

    Triggers when a new lead is created

    Trigger

  2. Loom: Get Video Transcript

    Retrieve the text transcript from a Loom video recording

    Action

  1. Salesforce: Update Opportunity

    Updates an existing opportunity

    Action

  2. Loom: Get Video Transcript

    Retrieve the text transcript from a Loom video recording

    Action

  1. Salesforce: New Lead

    Triggers when a new lead is created

    Trigger

  2. Loom: Get Video Transcript

    Retrieve the text transcript from a Loom video recording

    Action

Templates using Salesforce and Loom

salesforce iconanthropic iconnotion icon
+1

Automate Sales Enablement with AI

Empower sales teams by automating content creation, training, and resource management.

Frequently Asked Questions

Salesforce FAQs

Loom FAQs