Integrate Zoom with Salesforce to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Zoom with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Zoom

A trigger is an event that starts your Zap and runs the workflow. For example, with Zoom, a trigger could be "New Meeting Ended."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Zoom to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Zoom to Salesforce with a Zapier template.

Our most popular template

Add new Zoom webinar registrants to Salesforce as leads
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Zoom + Salesforce
Create Zoom webinar registrants from new Salesforce records
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Salesforce + Zoom
Create Salesforce events from new Zoom meetings
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Zoom + Salesforce
Create webinar registrants in Zoom from updated Salesforce records
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Salesforce + Zoom
Create Salesforce records when new participants join a Zoom meeting or webinar
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Zoom + Salesforce
Create Salesforce leads from new Zoom registrants
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Zoom + Salesforce

Add new Zoom webinar registrants to Salesforce as leads

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Zoom + Salesforce

Create Zoom webinar registrants from new Salesforce records

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Salesforce + Zoom

Create Salesforce events from new Zoom meetings

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Zoom + Salesforce

Create webinar registrants in Zoom from updated Salesforce records

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Salesforce + Zoom

Create Salesforce records when new participants join a Zoom meeting or webinar

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Zoom + Salesforce

Create Salesforce leads from new Zoom registrants

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Zoom + Salesforce

Create Salesforce leads from new Zoom meeting registrants
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Zoom + Salesforce
Add new Zoom meeting registrants to Salesforce as records
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Zoom + Salesforce

Make work flow with AI

Level up your Zoom to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Zoom + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Zoom and Salesforce

How can I start integrating Salesforce with Zoom?

To begin integrating Salesforce with Zoom, you need to create an account with us and choose the apps you want to connect. Then, set up the triggers and actions. For instance, when a new lead is created in Salesforce (trigger), you can automatically register them for a Zoom webinar (action).

Do I need any technical skills to integrate Salesforce and Zoom using your platform?

No technical skills are required to integrate Salesforce and Zoom on our platform. Our user-friendly interface allows you to set up triggers like 'New Event in Zoom' or actions such as 'Create Case in Salesforce' without needing coding knowledge.

What types of triggers can I use from Salesforce?

You can use various triggers from Salesforce such as 'New Contact', 'New Opportunity', or 'Updated Record'. These triggers then initiate actions in Zoom or other connected apps based on your configuration.

Can I customize the data that gets transferred between Salesforce and Zoom?

Absolutely! You have full control over customizing what data is transferred. When setting up an action, for example, sending a follow-up email through Zoom Webinar after a Salesforce trigger, you can map specific data fields accordingly.

Are there any limitations on the number of integrations between these apps?

There are no strict limitations on the number of integrations you can create between Salesforce and Zoom. You can set multiple workflows involving different triggers and actions as per your requirements.

Does my integration automatically sync data between both platforms?

While our integrations allow for automated workflows triggered by events in either platform, ongoing sync of all data isn't inherently automatic. You would need to configure specific triggers like 'Record Updated' in Salesforce if continuous syncing is required.

What happens if there's an error during an integration task execution?

If an error occurs during the execution of an integration task, we provide detailed logs that help identify the issue. You'll receive notifications about any errors so they can be addressed promptly without disrupting your workflow.

Connect Zoom and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Zoom and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Meeting Type
  Required
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Meeting Type
  Required
Trigger
Instant
Try It
New Cloud Recording
Triggers when a new Cloud Recording is completed for a Meeting or Webinar.
Trigger
Instant
Try It
- Meeting Type
  Required
Action
Write

- Upcoming Webinar
- Email
  Required
- First Name
  Required
- Send Confirmation Email to Registrants
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Meeting Type
  Required
- Info
- ID
- Topic
- Exact Match
Action
Search
- Meeting UUID
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

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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- Meeting Type
  Required
Trigger
Instant
Try It
- Upcoming Meeting
Trigger
Instant
Try It
- Upcoming Webinar
Trigger
Instant
Try It
- Upcoming Meeting
- Email
  Required
- First Name
  Required
- Last Name
- Address
- City
- State
- Zip
- Country
- Phone
- Comments
- Industry
- Job Title
- Number of Employees
- Organization Name
- Purchasing Time Frame
- Role In Purchase Process
- Language
- Auto Approval
Action
Write
- Meeting ID
  Required
- Deletion Type
  Required
Action
Write
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.
Action
Write
- Meeting_uuid
  Required
Action
Search
- Meeting Type
  Required
- Meeting ID
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Body
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

Learn how to automate Zoom on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

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