1.Captures new meeting joiner
Integrate Zoom to capture join event and attendee metadata, including email and join time, for activity logging.
Update campaign member attendance from meeting join events
Automatically monitor meeting join events across Zoom and Salesforce. Create and update campaign attendance in your CRM when attendee email joins, join time changes, or meeting ID matchesβso you can keep lists accurate, log engagement, and reduce manual attendance tracking.
How this automation updates campaign attendance with meeting join events
When new meeting joiners come in, manual attendance updates can break follow up timing and distort campaign reporting. This automation captures join events and attendee metadata, then finds and updates the matching Salesforce campaign member recordβso your team can reflect real engagement.
Zoomor swap with your favorite app
2.Finds the matching campaign member
Integrate Salesforce and CRM lookups to search Campaign Member records by attendee email to identify qualifying matches.
Salesforceor swap with your favorite app
3.Updates campaign attendance record
Integrate Salesforce and CRM records to update campaign attendance status and map the join timestamp to the interaction date.
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