Salesforce + Zoom

Create Salesforce records from new Zoom audio transcripts

Elevate your record-keeping process with this efficient workflow that connects Zoom and Salesforce. When a new audio transcript is generated in Zoom, a corresponding record is instantly created in Salesforce. This seamless integration minimizes data entry tasks, enhances productivity, and helps you maintain an updated database effortlessly. Connect Zoom and Salesforce today for an efficient and systematic documentation process.

Elevate your record-keeping process with this efficient workflow that connects Zoom and Salesforce. When a new audio transcript is generated in Zoom, a corresponding record is instantly created in Salesforce. This seamless integration minimizes data entry tasks, enhances productivity, and helps you maintain an updated database effortlessly. Connect Zoom and Salesforce today for an efficient and systematic documentation process.

  1. When this happens...
    ZoomZoom
    New Audio Transcript

    Triggers when a new audio transcript has been completed after a meeting or webinar you hosted completes.

    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
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    • Upcoming Meeting

    Trigger
    Instant
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    • 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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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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