Integrate Salesforce with Zoom

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Zoom

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About Zoom

Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.

Zoom Integrations
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Best Salesforce and Zoom Integrations

  • Salesforce Integration Zoom Integration

    Salesforce + Zoom

    Create Meeting to Zoom from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Zoom Integration Create Meeting
  • Salesforce Integration Zoom Integration

    Salesforce + Zoom

    Create Registrant to Zoom from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Zoom Integration Create Registrant
  • Salesforce Integration Zoom Integration

    Salesforce + Zoom

    Create Meeting Registrant to Zoom from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Zoom Integration Create Meeting Registrant
  • Salesforce Integration Zoom Integration

    Salesforce + Zoom

    Create Meeting Registration Custom Question to Zoom from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Zoom Integration Create Meeting Registration Custom Question
  • Salesforce Integration Zoom Integration

    Salesforce + Zoom

    Create Meeting to Zoom from New Contact in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    Zoom Integration Create Meeting
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Salesforce + Zoom in easier way

It's easy to connect Salesforce + Zoom without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

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

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

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

  • New Meeting

    Triggers when a new Meeting or Webinar is created.

  • New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

  • New Registrant

    Triggers when a new registrant is added to a Webinar.

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Meeting

    Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.

  • Create Meeting Registrant

    Add a new meeting registrant.

  • Create Meeting Registration Custom Question

    Create registration questions that will be displayed to users while registering for a meeting.

  • Create Registrant

    Creates a new webinar registrant.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & Zoom Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoom as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to Zoom.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Zoom

Salesforce?

Salesforce is a cloud-based software company founded in 1999 by Marc Benioff. It is an American multinational corporation that develops commercial enterprise software and provides customer relationship management services. The company has its corporate headquarters in San Francisco, California.

Salesforce operates some of the largest instances of customer relationship management software, with more than 100,000 customers and 28 million users. As of April 30, 2018, it was valued at $110 billion.

Zoom?

Zoom is a multi-platform video conferencing software that enables users to create meeting sessions using voice chat, screen sharing, and video chat. The technpogy behind Zoom was built on the foundations of WebRTC, peer-to-peer networking, Web API, and open source contributions from the community.

Integration of Salesforce and Zoom

Salesforce created its own video calling service called Salesforce Video (formerly “Salesforce Chatter Video”. that works with other Salesforce products, including Sales Cloud, Service Cloud, Marketing Cloud, and Community Cloud. Salesforce Video uses both GoToMeeting and Join.me for audio and video calling, but not with third-party services.

Integration of Salesforce and Zoom can be accomplished through integration with Zoom for Salesforce. With Zoom for Salesforce, companies can use Zoom as their Salesforce meeting room without having to learn a new system or switch between multiple applications during the meeting. It allows Salesforce users to initiate a Zoom video call from within a Salesforce page or record the meeting directly within Salesforce. This integration also works with existing Salesforce features such as Lightning Communities and Lightning Components. For example, you can launch the Zoom meeting from within a Lightning Community or Lightning Component.

Benefits of Integration of Salesforce and Zoom

The primary benefit of integrating Salesforce and Zoom is that you can use one system for all your meetings instead of using two separate systems that require different login credentials each time you want to join or leave a meeting. You also do not need to worry about missing out on important information because it’s all in one place.

Another benefit is that you can use the functionality native to Salesforce to easily record meetings or take notes during a meeting. Zoom provides a detailed recording of who said what during the meeting so that you have access to this information later if needed.

In conclusion, Integration of Salesforce and Zoom can be done through integration with Zoom for Salesforce. It will allow you to use one system for all your meetings instead of using two separate systems that require different login credentials each time you want to join or leave a meeting. You also do not need to worry about missing out on important information because it’s all in one place. The benefits of integrating Salesforce and Zoom provide a powerful combination allowing users to achieve their business goals efficiently while saving valuable time and money.

The process to integrate Salesforce and Zoom may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.