An automated workflow using integromat
Connects Zoom + Salesforce
Create a Salesforce lead from a new Zoom meeting registrant
About this workflow template
This automation scenario allows you to connect Zoom and Salesforce
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Zoom and Salesforce can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Zoom
Watch Meetings in Zoom
Triggers when a meeting event occurs.
Then this action happens in Salesforce
Create a Record in an Object in Salesforce
Creates a new record in an object.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create a Salesforce lead from a new Zoom meeting registrant.
Part I
Configure Applications
First, we need to connect Zoom and Salesforce to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Zoom to Make.com.
Give Make.com access to your Zoom account, using Zoom credentials.
Connect Salesforce to Make.com.
Give Make.com access to your Salesforce account, using Salesforce credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Zoom
Choose the following trigger: Watch Meetings (Triggers when a meeting event occurs.).
Then set up an Action for Salesforce
Choose this action: Create a Record in an Object (Creates a new record in an object.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoom and Salesforce.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create a Salesforce lead from a new Zoom meeting registrant!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
triggerbyzapierUpdated field on record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
triggerbyzapierpabbly-connectUpdated record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
triggerbyzapierWatch records in an object
Triggers when a record in an object is created or updated.
triggerbyintegromatNew outbound message
Triggers when a new outbound message is received in Salesforce.
triggerbyzapierOpportunity was won
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
triggerbyifttt
Create webinar registrant
Creates a new webinar registrant.
actionbyzapierintegratelyCreate meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
actionbyzapierintegratelypipedreamalbatoCreate meeting registrant
Creates a new meeting registrant.
actionbyzapierintegratelyCreate a meeting
This action will create a new meeting.
actionbyiftttintegromatpabbly-connectAdd meeting registrant
Adds a new meeting registrant.
actionbypabbly-connectpipedreamalbatoAdd webinar registrant
Add webinar registrant
actionbypipedreamalbato
Apps you need
Zoom
A cloud platform for video and web conferencing, webinars, chat, and virtual events
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
