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Salesforce + Zoom

Create new Zoom meetings for every new record in Salesforce

Streamline your workflow between Salesforce and Zoom with this seamless automation. When a new record is added in your Salesforce platform, a corresponding meeting is created in Zoom. This saves valuable time and effort, promoting efficiency in managing your records and scheduling your meetings. For businesses that are invested in effective time management, this is an essential solution.

Streamline your workflow between Salesforce and Zoom with this seamless automation. When a new record is added in your Salesforce platform, a corresponding meeting is created in Zoom. This saves valuable time and effort, promoting efficiency in managing your records and scheduling your meetings. For businesses that are invested in effective time management, this is an essential solution.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    ZoomZoom
    Create Meeting

    Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)

    ActionWrite
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Supported triggers and actions

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    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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