Salesforce Integration

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Why Integrate Zight with Salesforce?

Improve Lead & Deal Clarity

Share visual explanations for faster decision-making.

Enhance Customer Support

Attach annotated visuals to Salesforce cases for better troubleshooting.

Accelerate Sales Enablement

Use quick video walkthroughs to guide prospects effectively.

Boost Productivity

Provide instant visual feedback on reports, dashboards, and customer data.

Share Instantly

Copy the shareable Zight link or your Zight captures and drop them into Salesforce Chatter posts, making it easy to keep your team informed and up-to-date.

Integration Highlights

Seamless Sharing

Easily paste Zight links into Salesforce opportunities, cases, and tasks.

Cloud-Based Sharing

No need for large attachments—just accessible links.

Multi-Format Support

Share videos, GIFs, and annotated images effortlessly.

Real-Time Collaboration

Improve team communication with instant visual content.

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Frequently Asked Questions

How do I share Zight visuals on Salesforce?

Simply capture your screenshot or video using Zight, copy the shareable link, and paste it into your Salesforce record or email.

Do I need additional software to integrate Zight with Salesforce?

No extra software is required! Zight works effortlessly with Salesforce by using shareable links.

Can I use Zight’s annotation tools before sharing?

Yes! You can highlight key points, add text, and draw directly on your screenshots and videos before sharing.

Is Zight free to use with Salesforce?

Zight offers a free plan with core features, while integrations are included in our paid plans. Visit our pricing page for more details.

Can my team collaborate on Zight visuals within Salesforce?

Absolutely! Your team can view and discuss visuals shared via Salesforce, making customer management more effective.

The Ultimate Guide to Using Zight with Salesforce: Improve Deal Velocity and Support Efficiency with Visual Communication

Whether you’re closing deals, solving support cases, or aligning internal teams, communication inside Salesforce has to be clear, fast, and effective. That’s where Zight comes in—enabling reps and support agents to use video, screenshots, GIFs, and AI-powered tools right inside the CRM.

In this guide, we’ll show you how Zight enhances the Salesforce experience by bringing visual communication into every interaction—from sales follow-ups to case resolutions.

Why Visual Communication is a Game-Changer in Salesforce

Text-based notes and templated emails can only go so far. Zight helps you stand out, speed up workflows, and build trust by letting teams:

Record personalized video messages for leads and customers
Annotate screenshots to clarify account updates or dashboards
Drop GIFs into support replies or internal notes for step-by-step help
Use AI Smart Actions to summarize calls, demos, or meetings

When embedded into Salesforce objects—like opportunities, cases, or tasks—Zight turns static updates into engaging, human interactions.

Top Use Cases for Zight in Salesforce

1. Personalized Sales Follow-Ups
Drop a quick video message into a lead or opportunity record to recap a call, explain next steps, or answer questions—building connection and accelerating deal velocity.

2. Support Case Clarity
Use annotated visuals or videos to resolve customer issues faster and with less back-and-forth. Paste them directly into case comments or knowledge base responses.

3. Internal Collaboration Across Teams
Need to explain a complex dashboard, report, or workflow? Record your screen and embed the video in a Chatter comment or internal task.

4. Training & Onboarding for Reps
Create short visual SOPs and walkthroughs for common Salesforce workflows and link them directly into training records or playbooks.

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How to Set Up Zight with Salesforce

Step 1: Install the Zight desktop app or browser extension.
Step 2: Record your content—video, screenshot, or GIF.
Step 3: Paste your Zight link into any Salesforce object: leads, cases, tasks, opportunities, emails, or Chatter posts.

Each link generates a clickable thumbnail or embedded video player so viewers get instant access without leaving Salesforce.

FAQ: Zight + Salesforce

Can I use Zight in Salesforce emails and templates?
Yes—just paste the link into the email body and it will display as a preview or clickable thumbnail.

Can I track if a customer or rep viewed the video?
Absolutely. Zight gives you real-time view notifications and engagement insights.

Is this secure for customer data?
Zight content is securely hosted, and sharing permissions ensure only the right people see your content.

Pro Tips for Using Zight in Salesforce

Embed videos in opportunity records to align AEs and SEs
Use Smart Actions to turn demo recordings into follow-up summaries
Record short FAQ videos and paste them into macros or knowledge articles
Organize Zight content by customer, vertical, or pipeline stage for easy access

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Final Thoughts

Salesforce is your source of truth—but Zight is how you communicate with clarity. By integrating the two, you’ll create a smarter, more human CRM experience that speeds up deals, strengthens support, and improves team collaboration.

Try Zight for Free and upgrade your Salesforce workflow with visual communication today.