Salesforce + Zoom

Create Salesforce leads each time new participants join a Zoom webinar or meeting

Boost your Salesforce efficiency with this seamless workflow. When a new participant joins a meeting or webinar in Zoom, it instantly creates a lead in Salesforce. This is perfect for businesses that frequently host virtual meetings or webinars to drive potential customers and want to quickly capture and manage these opportunities in Salesforce. It's a fast and efficient way to streamline your lead management process.

Boost your Salesforce efficiency with this seamless workflow. When a new participant joins a meeting or webinar in Zoom, it instantly creates a lead in Salesforce. This is perfect for businesses that frequently host virtual meetings or webinars to drive potential customers and want to quickly capture and manage these opportunities in Salesforce. It's a fast and efficient way to streamline your lead management process.

  1. When this happens...
    ZoomZoom
    New Participant Joined Webinar or Meeting

    Triggers when a new participant joins a webinar or meeting.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    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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