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Salesforce + Zoom

Create Salesforce leads from new Zoom registrants

Effortlessly keep track of your new webinar or meeting registrants with this Zoom to Salesforce automation. Once set up, every time someone registers for an event in Zoom, a lead will be created in Salesforce, ensuring seamless organization and follow-ups. Save valuable time and stay focused on building connections with your registrants while this workflow handles the lead management.

Effortlessly keep track of your new webinar or meeting registrants with this Zoom to Salesforce automation. Once set up, every time someone registers for an event in Zoom, a lead will be created in Salesforce, ensuring seamless organization and follow-ups. Save valuable time and stay focused on building connections with your registrants while this workflow handles the lead management.

  1. When this happens...
    ZoomZoom
    New Webinar Registrant

    Triggers when a new registrant is added to a Webinar.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoom triggers, actions, and search

    New Meeting Summary

    Triggers when a summary is available for a meeting. Note: you must be the meeting host.

    Trigger
    Instant
    Try It
    • Upcoming Meeting

    Trigger
    Instant
    Try It
    • Upcoming Webinar

    Trigger
    Instant
    Try It
    • Upcoming MeetingRequired

    • EmailRequired

    • First NameRequired

    • Last NameRequired

    • Confirmation Email

    Action
    Write
    • Meeting TypeRequired

    Trigger
    Instant
    Try It
  • Zoom triggers, actions, and search

    New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

    Trigger
    Instant
    Try It
    • Meeting TypeRequired

    • TopicRequired

    • WhenRequired

    • Time Zone

    • Password

    • Duration (in minutes)Required

    Action
    Write
    • Upcoming WebinarRequired

    • EmailRequired

    • First NameRequired

    Action
    Write
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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zoom logo
zoom logo

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

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