Salesforce + Zoom
Add new Zoom webinar registrants to Salesforce as leads
Capture Zoom webinar registrants in your CRM by adding them to Salesforce as new leads. Use Zapier to start automatically adding new Zoom webinar registrants to Salesforce, and never worry about needing to do that manually ever again.
Capture Zoom webinar registrants in your CRM by adding them to Salesforce as new leads. Use Zapier to start automatically adding new Zoom webinar registrants to Salesforce, and never worry about needing to do that manually ever again.
- When this happens...
New Webinar RegistrantTriggers when a new registrant is added to a Webinar.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWriteCreate a new record or update an existing record in your app.
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New Cloud Recording
Triggers when a new Cloud Recording is completed for a Meeting or Webinar.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Workspace Reservation
Triggers when you reserve a room or device-enabled desk.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Upcoming MeetingRequired
EmailRequired
First NameRequired
Language
Auto Approval
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Meeting IDRequired
Deletion TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Zoom Meeting
This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Meeting TypeRequired
Meeting or Webinar IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMeeting UUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Webinar or Meeting?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Meeting TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Upcoming WebinarRequired
EmailRequired
First NameRequired
Send Confirmation Email to Registrants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Meeting TypeRequired
Info
ID
Topic
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appMeeting UuidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Salesforce
Related categories
About Zoom
Related categories
Related Zap Templates
- Create Salesforce events from new Zoom meetings
- Create webinar registrants in Zoom from updated Salesforce records
- Create Zoom webinar registrants from new Salesforce records
- Create Salesforce leads from new Zoom registrants
- Create Salesforce leads from new Zoom meeting registrants
- Add new Zoom meeting registrants to Salesforce as records
- Create Zoom webinar registrants from new Salesforce outbound messages
- Create Salesforce records for new Zoom recordings
- Add new Zoom meeting registrants to Salesforce campaigns as leads
- Add new Zoom webinar registrants to Salesforce as records
- Add new Zoom webinar registrants to Salesforce campaigns as leads
- Add new Zoom webinar registrants as Salesforce records for seamless management
- Create Salesforce leads from new Zoom webinar registrants
- Create Salesforce records for new Zoom meeting registrants
- Create new Zoom webinar registrants from Salesforce outbound messages
- Create Zoom meetings for new Salesforce records
- Create Salesforce contacts for new Zoom meeting registrants
- Create new Salesforce contacts from new Zoom meetings
- Create Salesforce leads each time new participants join a Zoom webinar or meeting
- Create Salesforce records when new participants join a Zoom meeting or webinar
- Update Salesforce leads when new Zoom meetings occur
- Create Salesforce records from new Zoom audio transcripts
Related Zap Templates
- Create Zoom webinar registrants from new Salesforce records
- Add new Zoom meeting registrants to Salesforce as records
- Add new Zoom meeting registrants to Salesforce campaigns as leads
- Add new Zoom webinar registrants as Salesforce records for seamless management
- Create new Zoom webinar registrants from Salesforce outbound messages