Salesforce + Zoom

Create Salesforce records for new Zoom recordings

Effortlessly manage your Zoom recordings and Salesforce records with this seamless workflow. Whenever a new recording is created in Zoom, this automation will also create a record in Salesforce, keeping your data organized and readily available. Stay on top of your sales process and ensure vital information is never missed.

Effortlessly manage your Zoom recordings and Salesforce records with this seamless workflow. Whenever a new recording is created in Zoom, this automation will also create a record in Salesforce, keeping your data organized and readily available. Stay on top of your sales process and ensure vital information is never missed.

  1. When this happens...
    ZoomZoom
    New Cloud Recording

    Triggers when a new Cloud Recording is completed for a Meeting or Webinar.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

  • 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
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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
Learn more

Related categories

  • Video Conferencing

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