Salesforce + Zoom

Create Salesforce records for new Zoom meeting registrants

Keep your Salesforce records up-to-date and manage your Zoom meeting registrants seamlessly with this workflow. When a new participant registers for a Zoom meeting, their details are recorded in Salesforce, enhancing your CRM efficiency and ensuring real-time meeting management. This is an ideal solution for streamlining your Zoom-Salesforce interactions.

Keep your Salesforce records up-to-date and manage your Zoom meeting registrants seamlessly with this workflow. When a new participant registers for a Zoom meeting, their details are recorded in Salesforce, enhancing your CRM efficiency and ensuring real-time meeting management. This is an ideal solution for streamlining your Zoom-Salesforce interactions.

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

    Triggers when a new registrant is added to a meeting.

    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
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    • Webinar or Meeting?Required

    Trigger
    Instant
    Try It
    • Upcoming Meeting

    Trigger
    Instant
    Try It
    • Upcoming Webinar

    Trigger
    Instant
    Try It
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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

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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