Loom + Medallia Integration
Connecting Loom (productivity) and Medallia (crm) reduces the gap between productivity and crm in your team's daily workflow. There's no native connector, but both tools work with Zapier and Make — the workflow below covers the fastest path.
Integration Status
Via automation platform
No direct native connector between Loom and Medallia, but both tools support Zapier and Make. Most PM workflows can be replicated with a few zaps.
What teams use this integration for
Turn customer requests into features
When a deal or support ticket in Medallia surfaces a feature request, push it straight to Loom with customer and ARR context attached. Product teams get better signal about which requests have commercial weight.
Notify sales when features ship
Close the loop from roadmap to revenue: when a Loom epic ships, automatically update the linked Medallia deal or trigger a customer notification sequence.
Sync status automatically
When work progresses in Loom, reflect that change in Medallia automatically — reducing manual status updates and keeping stakeholders informed without extra effort.
Centralise team notifications
Route Loom activity — new comments, assignments, and status changes — into Medallia so your team stays informed in the tool they already have open.
How to set it up
- In Loom settings, check the Integrations section for a direct Medallia connector (Loom supports 20+ native integrations — Medallia may be listed).
- If no native connector exists, open Zapier or Make and search for both Loom and Medallia. Both tools are likely available as triggers and actions.
- Choose your trigger: a common starting point is "New task in Loom" triggering an action in Medallia, or vice versa. Start with one automation before building a full workflow.
- Connect and authorise both accounts in the automation platform. Use accounts with the right workspace permissions — read access isn't enough for write actions.
- Run a test with a live item. Check that data maps correctly (task titles, assignees, due dates) and adjust field mappings before activating for the team.