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CRM ⇄ Communications

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

Keep Gladly 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 Gladly and Zoom

Keep Gladly 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.

Gladly 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 Customer profiles, Conversations, Conversation items, Agents in Gladly with Registrants, Cloud Recordings, Participant Reports, Zoom Phone Call Logs 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 Gladly. You decide which system owns which fields, and conflicts resolve by rules you set.

Common use cases

  • 01 Keep customer attributes such as loyalty tier and lifetime value synced from a warehouse into Gladly profiles for routing and prioritization.
  • 02 Push conversation outcomes into a CRM so account teams see support context on their accounts.
  • 03 Sync Zoom Users and Groups two-way with an HRIS or identity database so new hires get provisioned licenses and departures are deactivated automatically.
  • 04 Write Meetings and webinar Registrants from a CRM or event platform into Zoom, then read Participant Reports back onto the lead or contact record.

Common sync patterns

Calls, messages, and meetings on the record

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

Where Zoom sends at scale: delivery and reply status back on the contact

Sends, bounces, opens, and replies from Zoom update fields on the contact in Gladly, so lead status reflects what actually reached the person.

One contact list, opt-outs included

A number, address, or unsubscribe recorded in either system updates the other, so no one calls a disconnected line or messages someone who opted out.

What you can sync between Gladly 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.

Gladly objects Zoom objects How this pairing syncs
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Zoom Phone Call Logs Call detail records and recordings from Zoom Phone (requires the Phone license); read into a database to log calls against customers. Conversation items is specific to Gladly and Zoom Phone Call Logs to Zoom — each maps to any object or custom field on the other side.
Agents User records used to attribute work in CX analytics. Team Chat Channels and Messages Chat channels, membership, and messages; listed and sent two-way to align collaboration spaces with team data. Agents is specific to Gladly and Team Chat Channels and Messages to Zoom — each maps to any object or custom field on the other side.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Users Account members with license type, role, and status; created, updated, and deactivated two-way to sync with HRIS or identity systems. Topics is specific to Gladly and Users to Zoom — each maps to any object or custom field on the other side.
Tasks Follow-up work items created from external triggers or synced for workload reporting. Groups User groups that carry policy and settings; membership synced from department or team data in an operational database. Tasks is specific to Gladly and Groups to Zoom — each maps to any object or custom field on the other side.
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Meetings Scheduled and instant meetings with join URLs and settings; created and updated from a CRM or calendar, read back for reporting. Customer profiles is specific to Gladly and Meetings to Zoom — each maps to any object or custom field on the other side.
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Webinars Webinar events (requires the Webinar license); created and managed via API, with panelists and settings written from event tools. Conversations is specific to Gladly and Webinars to Zoom — each maps to any object or custom field on the other side.

How changes propagate between Gladly 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.

Gladly Zoom Sub-second propagation

DetectionGladly notifies Stacksync of record changes through webhook events. Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports.

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

Zoom Gladly 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 Gladly through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Gladly: Subject to the platform's API rate limits.
  • 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 Gladly ⇄ Zoom

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly 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 Gladly or Zoom record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Gladly and Zoom connectors work

Gladly

Integration surface
REST API
Authentication
API tokens used with basic authentication tied to an agent email
Change detection
Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits

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

    Choose tables

    Pick the Gladly 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 · Gladly ⇄ 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
    Gladly Zoom
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Gladly 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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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 315 integrations available for Gladly and Zoom.

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