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.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
- Free forever for core features
- 14 day trial for premium features & apps
