Salesforce + Zoom
Add new Zoom recordings as leads to Salesforce campaigns
Save time on lead management and never miss a follow-up with this workflow that connects Zoom and Salesforce. When a new recording is created in Zoom, it automatically adds the lead to a Salesforce campaign. Stay organized and keep track of your leads in Salesforce without manually transferring the information from Zoom meetings.
Save time on lead management and never miss a follow-up with this workflow that connects Zoom and Salesforce. When a new recording is created in Zoom, it automatically adds the lead to a Salesforce campaign. Stay organized and keep track of your leads in Salesforce without manually transferring the information from Zoom meetings.
- When this happens...New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
- automatically do this!Add Lead to Campaign
Adds an existing lead to an existing campaign.
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