Salesforce + Zoom Events

Salesforce + Zoom Events integrations

Create Salesforce leads from new Zoom Events registrants

Whenever a new registrant signs up for your Zoom Events, this workflow will create a lead in Salesforce. This allows your sales team to follow up promptly, fostering effective lead management. This automation ensures no new potential customer falls through the cracks, keeping your database up-to-date and your sales cycle efficient.

When this happens...
New RegistrantTriggers When Registrant Is Added To Event
TriggerPolling
automatically do this!
Create LeadCreates a new lead in Salesforce.
ActionWrite

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More things you can do with Zoom Events and Salesforce

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

New Event
Triggers When New Event Is Added
Trigger
Polling
Try It
- Event ID
  Required
Trigger
Polling
Try It
- Event Name
  Required
- Description
- Event Type
  Required
- Access Level
- Meeting Type
- Categories
  Required
- Tags
- Hub ID
  Required
- Start Time
  Required
- End Time
  Required
- Timezone
  Required
- Contact Name
- Contact Email
- Lobby Start Time
- Lobby End Time
Action
Write
- Select the Event
  Required
- Ticket ID
  Required
Action
Write
- Select the Event
  Required
- Session Name
  Required
- Description
- Session Type
  Required
- Start Time
  Required
- End Time
  Required
- Timezone
  Required
- Featured in Lobby
- Visible in Lobby
- Track Labels
- Led by Sponsor
- Tags: Product Labels
- Tags: Level
- Tags: Audience
- Alternative Host
- Panelist
Action
Write

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It

New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Get List of Hub IDs
Get List of Hub IDs
Trigger
Polling
Try It
- Event ID
  Required
Trigger
Polling
Try It
- Event ID
  Required
- Ticket ID
  Required
Action
Write
- Select the Event
  Required
- Ticket Type ID
  Required
- Email
  Required
- Firstname
- Lastname
- Fastjoin
  Required
- Registration Needed
  Required
- Will Zoom will send email notifications/invitation to the user?
  Required
- Job Title
- Organization
- Organization Size
- Industry
- Phone
- Address
- City
- State
- Zip
- Country
Action
Write
- Event ID
  Required
- Session ID
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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About Zoom Events

Zoom Events is an all-in-one event management platform that allows you to host multi-session, multi-day events including concurrent sessions.

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Related categories

Event Management

Related Zap Templates

Create Salesforce records for new Zoom Events

Related Zap Templates

Create Salesforce records for new Zoom Events