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Salesforce + Zoom

Add new Zoom webinar registrants to Salesforce campaigns as leads

Effortlessly keep track of your Zoom webinar registrants and streamline your Salesforce lead management with this seamless workflow. When a new attendee signs up for your Zoom webinar, this automation will directly add them to a Salesforce campaign as a lead. Enhance your CRM process and stay organized by connecting your Zoom and Salesforce accounts to make sure every registrant is acknowledged efficiently.

Effortlessly keep track of your Zoom webinar registrants and streamline your Salesforce lead management with this seamless workflow. When a new attendee signs up for your Zoom webinar, this automation will directly add them to a Salesforce campaign as a lead. Enhance your CRM process and stay organized by connecting your Zoom and Salesforce accounts to make sure every registrant is acknowledged efficiently.

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

    Triggers when a new registrant is added to a Webinar.

    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?
  • 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
    • Webinar or Meeting?Required

    Trigger
    Instant
    Try It
    • Upcoming Meeting

    Trigger
    Instant
    Try It
    • Upcoming Webinar

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

    New Audio Transcript

    Triggers when a new audio transcript has been completed after a meeting or webinar completes.

    Trigger
    Instant
    Try It
    • 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
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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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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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