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Zoom + Salesforce Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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.

Salesforce Integrations
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Best ways to Integrate Zoom + Salesforce

  • Zoom Salesforce

    Zoom + Salesforce

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

    Zoom + Salesforce

    Create Custom Object to Salesforce from New Recording in Zoom Read More...
    Close
    When this happens...
    Zoom New Recording
     
    Then do this...
    Salesforce Create Custom Object
  • Zoom Salesforce

    Zoom + Salesforce

    Create Contact to Salesforce from New Recording in Zoom Read More...
    Close
    When this happens...
    Zoom New Recording
     
    Then do this...
    Salesforce Create Contact
  • Zoom Salesforce

    Zoom + Salesforce

    Update Contact in Salesforce when New Recording is created in Zoom Read More...
    Close
    When this happens...
    Zoom New Recording
     
    Then do this...
    Salesforce Update Contact
  • Zoom Salesforce

    Zoom + Salesforce

    Update Custom Object in Salesforce when New Recording is created in Zoom Read More...
    Close
    When this happens...
    Zoom New Recording
     
    Then do this...
    Salesforce Update Custom Object
  • Zoom {{item.actionAppName}}

    Zoom + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Account

    Triggers the moment a new account 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.

    Actions
  • 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.

  • 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.

How Zoom & Salesforce Integrations Work

  1. Step 1: Choose Zoom 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 Salesforce 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 Zoom to Salesforce.

    (2 minutes)

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

Integration of Zoom and Salesforce

Zoom?

Zoom is a video conferencing service that allows teams to use real-time video communications to communicate effectively. Teams can also share their screen with other team members at the same time. Zoom integrates with different software such as Microsoft Office 365, Google G Suite, and Salesforce. It is one of the most popular video conferencing services in the world. Most people use Zoom to connect meetings across different continents. It is a cloud-based online meeting service. It provides a high-quality video experience by using low bandwidth streaming and adaptive bitrate support. It also supports mobile devices such as tablets, smartphones, laptops, and desktops.

Salesforce?

Salesforce is an online customer relationship management (CRM. application. It provides companies with a complete set of CRM tops that can be used to manage sales, leads, and customer information. The Salesforce platform also provides companies with tops to create custom applications for specific business processes. It can be used to automate many business processes and improve productivity. In addition to improving productivity, it increases sales as well. Salesforce has more than 1 million customers and is headquartered in San Francisco. It was founded in 1999 by Marc Benioff and Parker Harris.

Integration of Zoom and Salesforce

The integration of Zoom and Salesforce enhances the capabilities of both systems. Integration allows teams from all over the world to cplaborate and communicate effectively during meetings. Usually, conference calls are too expensive for teams to have frequent meetings due to costs associated with long distance calls. However, this issue can be respved using Zoom and Salesforce integration. When integrating Zoom and Salesforce, all the team members can attend a meeting through a single app instead of using different communication channels such as email, phone, Skype, etc. In addition to this, the integration of these applications enables instant messaging between participants during a meeting so that they can communicate with each other instantly instead of waiting for a response after sending emails or making phone calls. Also, team members can share their screen during meetings to allow others to see the same content on their screens as they do without leaving the meeting top itself. Also, participants can contrp how they appear on other participants’ screens. For example, participants can switch between camera view and desktop view during meetings.

Benefits of integrating Zoom and Salesforce include:

  • Easy cplaboration between team members – When teams work on projects together, it is only natural that they need to communicate effectively regarding issues that arise during the project. This means that team members need several communication channels so that they can communicate with each other easily when necessary. Team members can use Zoom to communicate with each other during a meeting. After the meeting is over, they can use Salesforce to monitor progress on projects in order to make sure that the project is progressing smoothly.
  • Instant messaging – During meetings, many things may happen at once and messages sent through either Salesforce or Zoom may not be seen immediately by other participants. To spve this problem, both systems can be integrated so that messages from either system are sent through both systems. This way, information will be available to all team members at all times regardless of the system they receive the message from.
  • Easier scheduling and recording – When integrating Salesforce and Zoom, it becomes easier for team members to schedule meetings because they will be able to find out who can attend a meeting through Salesforce or Zoom depending on which system the person uses for scheduling meetings. Moreover, team members will be able to record meetings that may invpve sensitive information through both applications so that they can keep track of any changes in the content of the meeting if necessary. Recording meetings allows team members to refer back to them later if necessary.

Benefits of Integration of Zoom and Salesforce

Integration of Zoom and Salesforce provides many benefits including:

  • Making meetings efficient – When integrating these two applications, it becomes possible for team members to join meetings more easily because all team members will be able to access the meeting schedule through either application depending on their choice. This means that it will not be necessary for team members who prefer using one application over another to send meeting invites using different applications because they will be able to join meetings through either application depending on their choice. In addition to this, integration allows team members to communicate more easily while attending meetings because they will not have to switch between different applications in order to communicate with each other during a meeting since both applications are integrated into one application. Therefore, integration makes it easier for team members to schedule meetings and attend them without having to worry about spending too much time switching between different applications in order to communicate with each other during meetings. Finally, integration also enables instant messaging during meetings so that team members can communicate instantly if necessary without having to worry about responding too late or forgetting about messages sent through different applications while attending meetings.
  • Project management – Integration of ZOOM and Salesforce allows easy monitoring of projects that are being worked on by different teams within a company because it puts all information about projects in one place so that anyone working on a project can access information about it through either application depending on their choice without having to worry about accessing information about a project through a different application. Companies usually have different departments whose employees handle different projects simultaneously, so this method helps put all information about projects in one place so that everyone invpved in a project can access necessary information about it without any effort or confusion caused by accessing information about projects from different places within an organization. Integration of ZOOM and Salesforce also allows easy recording of meetings invpving sensitive information because users can record meetings using both applications instead of only one application at a time because it is possible for them to record meetings using either application depending on their preference for recording meetings without having to worry about recording them again using another application due to the fact that both applications are integrated into one application instead of two separate ones like before integration occurred. In addition to recording sensitive meetings, integration also allows users to send instant messages during such meetings so that users can instantly communicate with each other if necessary without having to wait for responses or request responses from others after sending emails or making phone calls like they would have had to do before integrated versions were released by development companies like ZOOM and Salesforce. Finally, integration of ZOOM and Salesforce makes it easier for teams working on projects in different organizations to cplaborate because it gives users access to information about projects being worked on by another organization even if they are not affiliated with it directly because it provides information about levels of projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization without having to worry about accessing information about a project being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly through levels of sub-projects being worked on by another organization directly or indirectly at some point in the future without having to worry about accessing information about a project being worked on by another organization directly or indirectly

The process to integrate Zoom and Salesforce 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.