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Salesforce + Zoom

Create Zoom meeting registrants from updated Salesforce records

Improve your efficiency by setting up this workflow that connects Salesforce and Zoom. When there's an update to a record in Salesforce, this process will instantly create a meeting registrant in Zoom. It's an automatic system to keep things smooth and swift, saving your precious time and preventing potential oversights. Be assured that your meetings keep pace with changes within your Salesforce data.

Improve your efficiency by setting up this workflow that connects Salesforce and Zoom. When there's an update to a record in Salesforce, this process will instantly create a meeting registrant in Zoom. It's an automatic system to keep things smooth and swift, saving your precious time and preventing potential oversights. Be assured that your meetings keep pace with changes within your Salesforce data.

  1. When this happens...
    SalesforceSalesforce
    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.).

    TriggerScheduled
  2. automatically do this!
    ZoomZoom
    Create Meeting Registrant

    Creates a new meeting registrant.

    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
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    • 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
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    • 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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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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