Salesforce + Zoom

Create Zoom meetings for new Salesforce records

This workflow activates whenever there's a new record on Salesforce, setting up a meeting on Zoom right away. It simplifies your process by directly connecting your Salesforce updates into your Zoom account, reducing manual work and ensuring you never miss setting up a crucial meeting. Experience seamless management of your records and meetings by implementing this efficient automated workflow.

This workflow activates whenever there's a new record on Salesforce, setting up a meeting on Zoom right away. It simplifies your process by directly connecting your Salesforce updates into your Zoom account, reducing manual work and ensuring you never miss setting up a crucial meeting. Experience seamless management of your records and meetings by implementing this efficient automated workflow.

  1. When this happens...
    SalesforceSalesforce
    New Record

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

    TriggerPolling
  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

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    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
    Polling
    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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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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