Salesforce Essentials + Zoom

Salesforce Essentials + Zoom integrations

Create Salesforce Essentials leads from new Zoom webinar registrants

Get an easy head start on your conversion workflows with this integration, which automatically adds a leads to your Salesforce Essentials account as soon as a new Zoom webinar registrant is created.

When this happens...
New Webinar RegistrantTriggers when a new registrant is added to a Webinar.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
ActionWrite

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More things you can do with Zoom and Salesforce Essentials

Discover other triggers and actions you can use with Zoom and Salesforce Essentials

- Meeting Type
  Required
Trigger
Instant
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- Info
Trigger
Instant
Try It
- Meeting Type
  Required
Trigger
Instant
Try It
New Cloud Recording
Triggers when a new Cloud Recording is completed for a Meeting or Webinar.
Trigger
Instant
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New Workspace Reservation
Triggers when you reserve a room or device-enabled desk.
Trigger
Instant
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- Info
- Upcoming Meeting
  Required
- Email
  Required
- First Name
  Required
- Language
- Auto Approval
Action
Write
- Meeting ID
  Required
- Deletion Type
  Required
Action
Write

Update Zoom Meeting
This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields.
Action
Write
- Meeting Type
  Required
- Meeting or Webinar ID
  Required
Action
Search
- Meeting UUID
  Required
Action
Search
- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Lead
  Required
Action
Write
- Salesforce Object
  Required
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
Action
Search or write

New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Trigger
Instant
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- Webinar or Meeting?
  Required
Trigger
Instant
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- Upcoming Meeting
Trigger
Instant
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- Upcoming Webinar
Trigger
Instant
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- Meeting Type
  Required
Action
Write
- Upcoming Webinar
  Required
- Email
  Required
- First Name
  Required
- Send Confirmation Email to Registrants
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Meeting Type
  Required
- Info
- ID
- Topic
- Exact Match
Action
Search
- Meeting_uuid
  Required
Action
Search
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.

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Related categories

CRM (Customer Relationship Management)

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About Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Learn moreLearn moreHelpHelp

Related categories

Video Conferencing

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