Connect Zoom to Salesforce

Use 12 documented Zoom triggers to run 24 documented Salesforce actions.

12 source triggers

24 target actions

Reverse direction supported

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Why Connect Zoom & Salesforce?

Start with a Zoom event

Choose from 12 documented triggers, including Meeting Created (Instant), Meeting Started (Instant), Recording Completed (Instant).

Run a Salesforce action

Send the event into one of 24 documented actions, such as Add Contact to Campaign, Add Lead to Campaign, Convert SOAP XML Object to JSON.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Zoom

Triggers (12)

Meeting Created (Instant)

Emit new event each time a meeting is created where you're the host

webhook

Meeting Started (Instant)

Emit new event each time a meeting starts where you're the host

webhook

Recording Completed (Instant)

Emit new event each time a new recording completes for a meeting or webinar where you're the host

webhook

Meeting Ended (Instant)

Emit new event each time a meeting ends where you're the host

webhook

Meeting Updated (Instant)

Emit new event each time a meeting is updated where you're the host

webhook

Webinar Started (Instant)

Emit new event each time a webinar starts where you're the host

webhook

Webinar Created (Instant)

Emit new event each time a webinar is created where you're the host

webhook

Custom Events (Instant)

Emit new events tied to your Zoom user or resources you own

webhook

Meeting Deleted (Instant)

Emit new event each time a meeting is deleted where you're the host

webhook

New Recording Transcript Completed (Instant)

Emit new event each time a recording transcript is completed

webhook

Webinar Deleted (Instant)

Emit new event each time a webinar is deleted where you're the host

webhook

Webinar Ended (Instant)

Emit new event each time a webinar ends where you're the host

webhook

Actions (24)

Add Meeting Registrant

Registers a participant or multiple participants for a meeting. See the documentation

Add Webinar Registrant

Registers a participant for a webinar. See the docs here.

Create Meeting

Creates a meeting for a user. A maximum of 100 meetings can be created for a user in a day.

Create User

Creates a new user in your account.

Delete Meeting

Delete a meeting. See the documentation

Delete User

Disassociates (unlinks) a user from the associated account or permanently deletes a user.

Get Current User

Returns the authenticated Zoom user's ID, name, email, account ID, and timezone. Call this first when the user says 'my meetings', 'my recordings', or needs their Zoom identity. Use id with **Create Meeting**, account_id to scope queries, and email to match participants in **List Past Meeting Participants**. See the documentation.

Get Meeting Details

Retrieves the details of a meeting.

Get Meeting Recordings

Get the recordings of a meeting. See the documentation

Get Meeting Summary

Retrieve the summary of a meeting or webinar. See the documentation

Get Meeting Transcript

Get the transcript of a past meeting. Fetches the VTT file server-side using your OAuth token and returns speaker-attributed plain text alongside the original authenticated URL. See the documentation

Get Webinar Details

Gets details of a scheduled webinar. See the docs here.

List All Recordings

List all cloud recordings for a user. See the documentation

List Call Recordings

Get your account's call recordings. See the documentation

List Channels

List a user's chat channels.

List Meetings

List meetings for a user. See the documentation

List Past Meeting Participants

Retrieve information on participants from a past meeting. See the docs here.

List Past Webinar Q&A

The feature for Webinars allows attendees to ask questions during the Webinar and for the panelists, co-hosts and host to answer their questions. Use this API to list Q&A of a specific Webinar.

List User's Call Logs

Gets a user's Zoom phone call logs. See the documentation

List Webinar Participants Report

Retrieves detailed report on each webinar attendee. You can get webinar participant reports for the last 6 months. See the docs here.

Send Chat Message

Send chat messages on Zoom to either an individual user who is in your contact list or to a of which you are a member.

Update Meeting

Updates an existing Zoom meeting

Update Webinar

Update a webinar's topic, start time, or other settings

View User

View your user information

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation