Better Together - Zoom

Momentum is now part of Salesforce!

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AI Revenue Execution for GTM Teams Using Zoom

Zoom connects you to customers. Momentum turns those conversations into execution.

By analyzing calls in real time, auto-generating summaries, and triggering GTM workflows across Slack, Salesforce, and more, Momentum ensures every meeting drives outcomes, not just alignment.

Capture Customer Conversations With AI

Stop writing notes. Start turning meetings into outcomes.

• Auto-generate call summaries from Zoom Meetings, Zoom Phone, or video.
• Extract action items and sync them to Salesforce, Slack, or Google Docs.
• Capture everything (even if you didn’t hit "record").

Let your team stay present while Momentum captures what matters.

Act on Signals While the Call Is Still Happening

Momentum monitors conversations live and flags signals that impact revenue:

• Churn risk
• Competitor mentions
• Pricing objections
• Missed follow-ups

The right people get notified instantly via Slack, Salesforce, or Zoom Team Chat, so nothing gets dropped.

Automate Follow-Ups and GTM Workflows

Momentum transforms call insights into execution without lifting a finger.

• Assign tasks in Asana or Salesforce
• Update CRM fields post-meeting
• Notify CS teams, loop in specialists, or ping execs automatically

If it’s discussed, it gets done.

Make Zoom Your GTM Command Center

Zoom won’t be just a place to talk anymore. It will be where you can operate:

• Share files and summaries in Zoom Chat
• Launch actions from Zoom Whiteboard
• Collaborate across distributed teams with everything synced in one place

Whether you’re remote, hybrid, or in-office, Momentum makes Zoom the hub for revenue execution.

See How It Works: From Setup to Execution

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1. Install Momentum for Zoom

Secure, native install for desktop, mobile or Zoom Rooms.

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2. Connect Salesforce, Slack, Docs, and More

Sync your full GTM stack.

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3. Set Revenue Rules

Define triggers like “missed next step” or “deal stalled”.

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4. Momentum Takes It From There

Summarizes calls, routes alerts, creates tasks in real time. Set it up once. Let it run forever.

What Revenue Leaders Are Saying

“We use Momentum on a daily and hourly basis. Every call is recorded and scraped by Momentum to pull information out that drives our business forward. It summarizes across all the calls without our analysts having to spend hours curating the data.”

Mark Turner

VP of RevOps

Start turning Insights into Action

See Momentum + Zoom in Action Book your AI Transformation Session