Salesforce + Zoom Integrations
How to connect Salesforce + Zoom
Zapier lets you send info between Salesforce and Zoom automatically—no code required.
Triggers when a new outbound message is received in Salesforce.
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
Popular Salesforce + Zoom workflows
Add new Zoom webinar registrants to Salesforce as leads
Add new Zoom webinar registrants to Salesforce as leadspremiumCreate Salesforce events from new Zoom meetings
Create Salesforce events from new Zoom meetingspremium
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create RecordCreates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- Zoom
Triggers when a new Meeting or Webinar is created.
Instant
Trigger
- Zoom
Triggers when a new registrant is added to a meeting.
Instant
Trigger
- Zoom
Triggers when a new Recording is completed for a Meeting or Webinar.
Instant
Trigger
- Zoom
Triggers when a new registrant is added to a Webinar.
Instant
Trigger
- Zoom
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
Scheduled
Action
- Zoom
Creates a new meeting registrant.
Scheduled
Action
- Zoom
Creates a new webinar registrant.
Scheduled
Action
How Salesforce + Zoom Integrations Work
- Step 1: Authenticate Salesforce + Zoom.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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