Salesforce + Zoom
Create Zoom meetings from updated Salesforce records
Effortlessly keep your Salesforce records and Zoom meetings connected with this quick automation. Whenever a specific field on a Salesforce record is updated, this workflow will create a new Zoom meeting. This seamless process ensures your team's collaboration and efficiency, as well as maintaining up-to-date and organized information.
Effortlessly keep your Salesforce records and Zoom meetings connected with this quick automation. Whenever a specific field on a Salesforce record is updated, this workflow will create a new Zoom meeting. This seamless process ensures your team's collaboration and efficiency, as well as maintaining up-to-date and organized information.
- When this happens...Updated Field on Record
Triggers 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.).
- automatically do this!Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
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