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CRM ⇄ Communications

Clari to Zoom integration — real-time, two-way sync

Keep Clari and Zoom in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Clari and Zoom

Keep Clari and Zoom working from the same contacts, and log every call, message, and meeting back on the record, in real time and in both directions.

Clari holds the people the business talks to: the contacts, their phone numbers and email addresses, and which rep owns the relationship. Zoom is where the talking happens, whether that is calls, texts, email, or meetings. The two depend on the same people, and when the contact list in one drifts from the other, outreach goes to stale numbers and the record of what was said never makes it back to the account.

Stacksync syncs Audit Events, Forecast, Quota, Opportunities in Clari with Users, Groups, Meetings, Webinars in Zoom field by field, in real time, and in both directions. Current contact details flow out to Zoom so it can reach the right person, and the calls, messages, and meetings Zoom produces flow back onto the matching record in Clari. You decide which system owns which fields, and conflicts resolve by rules you set.

Common use cases

  • 01 Write warehouse-computed health scores and usage metrics onto Clari Opportunity records as field extensions via the ingest API so deal reviews show product signals.
  • 02 Enrich Clari Account records with firmographic or billing data points through the ingest API in incremental mode.
  • 03 Write Meetings and webinar Registrants from a CRM or event platform into Zoom, then read Participant Reports back onto the lead or contact record.
  • 04 Land Cloud Recording metadata and past-meeting Participant Reports into a warehouse for compliance archival and usage analytics.

Common sync patterns

New contacts reachable right away

A contact created or updated in Clari appears in Zoom within seconds, so outreach starts without exporting a list or re-keying numbers.

Where Zoom reaches out: contacts kept current

Names, phone numbers, email addresses, and the owning rep from Clari stay current in Zoom, so every call, text, or email goes to the right person at the right address.

Calls, messages, and meetings on the record

Activity handled in Zoom appears on the matching contact and account in Clari, so the next person sees the full history without leaving the CRM.

What you can sync between Clari and Zoom

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Clari objects Zoom objects How this pairing syncs
Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. Users Account members with license type, role, and status; created, updated, and deactivated two-way to sync with HRIS or identity systems. Quota is specific to Clari and Users to Zoom — each maps to any object or custom field on the other side.
Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. Groups User groups that carry policy and settings; membership synced from department or team data in an operational database. Opportunities is specific to Clari and Groups to Zoom — each maps to any object or custom field on the other side.
Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. Meetings Scheduled and instant meetings with join URLs and settings; created and updated from a CRM or calendar, read back for reporting. Activity (Capture) is specific to Clari and Meetings to Zoom — each maps to any object or custom field on the other side.
Account field extensions External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey. Webinars Webinar events (requires the Webinar license); created and managed via API, with panelists and settings written from event tools. Account field extensions is specific to Clari and Webinars to Zoom — each maps to any object or custom field on the other side.
Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. Registrants Meeting and webinar registrant records; added, listed, and status-updated so signups flow between event platforms and Zoom. Opportunity field extensions is specific to Clari and Registrants to Zoom — each maps to any object or custom field on the other side.
Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. Cloud Recordings Recording file metadata and time-limited download URLs; read out to a warehouse or storage for archival and compliance. Audit Events is specific to Clari and Cloud Recordings to Zoom — each maps to any object or custom field on the other side.

How changes propagate between Clari and Zoom

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Clari Zoom Interval-based propagation

DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).

DeliveryEach detected change is written to Zoom through its API, with automatic retries and rate-limit backoff.

Zoom Clari Sub-second propagation

DetectionZoom notifies Stacksync of record changes through webhook events. Webhooks via Event Subscriptions (meeting.started/ended, participant joined/left, user.created/updated, recording.completed, and more) for real-time.

DeliveryEach detected change is written to Clari through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
  • Zoom: APIs are grouped into Light, Medium, Heavy, and Resource-intensive categories with per-second and daily quotas that scale by plan (e.g. Business+ Heavy APIs allow 40/second within a 60,000/day combined cap); exceeding a limit returns HTTP 429.
What ships with Clari ⇄ Zoom

Connect Clari and Zoom for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Clari–Zoom connection.

Real-time

Two-way sync

Changes in Clari or Zoom instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Clari or Zoom data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Clari or Zoom record.

Observability

Monitoring

Track your Clari ⇄ Zoom sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Clari and Zoom.

How the Clari and Zoom connectors work

Clari

Integration surface
REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
Authentication
API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
Change detection
Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
Capabilities
read · write
Rate limits
Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.

Zoom

Integration surface
REST API (v2) with webhook Event Subscriptions
Authentication
OAuth 2.0 — user-authorized OAuth or Server-to-Server OAuth using account credentials; access tokens are valid for one hour and requests use granular per-resource scopes (e.g. meeting:read, user:write)
Change detection
Webhooks via Event Subscriptions (meeting.started/ended, participant joined/left, user.created/updated, recording.completed, and more) for real-time events, with polling on list endpoints using date-range filters for backfill and objects without an event
Capabilities
read · write · webhooks
Rate limits
APIs are grouped into Light, Medium, Heavy, and Resource-intensive categories with per-second and daily quotas that scale by plan (e.g. Business+ Heavy APIs allow 40/second within a 60,000/day combined cap); exceeding a limit returns HTTP 429.
How it works

How to connect Clari to Zoom — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Clari and Zoom with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Clari connected
    Zoom connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Clari and Zoom objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Clari ⇄ Zoom
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Clari Zoom
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Clari and Zoom integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
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ISO 27001
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CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 326 integrations available for Clari and Zoom.

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