Salesforce + Zoom

Add new Zoom meeting registrants to Salesforce campaigns as leads

Effortlessly grow your Salesforce leads by integrating this workflow with your Zoom meetings. Whenever a new meeting registrant joins a Zoom session, the automation will add their information to a selected Salesforce campaign as a lead. Save time, streamline your sales process, and never miss an opportunity to nurture potential clients.

Effortlessly grow your Salesforce leads by integrating this workflow with your Zoom meetings. Whenever a new meeting registrant joins a Zoom session, the automation will add their information to a selected Salesforce campaign as a lead. Save time, streamline your sales process, and never miss an opportunity to nurture potential clients.

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

    Triggers when a new registrant is added to a meeting.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Meeting TypeRequired

    Trigger
    Instant
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    • Info

    Trigger
    Instant
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    • Meeting TypeRequired

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

    New Cloud Recording

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

    Trigger
    Instant
    Try It
  • 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
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    • Webinar or Meeting?Required

    Trigger
    Instant
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    • Upcoming Meeting

    Trigger
    Instant
    Try It
    • Upcoming Webinar

    Trigger
    Instant
    Try It
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About Salesforce

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

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
Learn more

Related categories

  • Video Conferencing

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