Salesforce + Zoom Integrations
Appy Pie Connect allows you to automate multiple workflows between Salesforce and Zoom
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 IntegrationsConnect the apps you use everyday and find your productivity super-powers.
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![Microsoft Teams]()
Microsoft Teams
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![Crowdcast]()
Crowdcast
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![GoToMeeting]()
GoToMeeting
Best Salesforce and Zoom Integrations
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When this happens...
New Event
Then do this...
Create Detailed Event
You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.How It Works- Triggers when a new event is created in Salesforce
- Appy Pie Connect automatically adds that event to Google Calendar
What You Need- A Salesforce account
- A Google Calendar account
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![Salesforce]()
![Google Calendar]()
Salesforce + Google Calendar
Add new Salesforce events to Google Calendar as detailed events Read More...When this happens...
New Event
Then do this...
Create Detailed Event
With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.How It Works- Triggers when a new event is created in Salesforce
- Appy Pie Connect adds that same event to a Google Calendar in details
What You Need for this Integration- A Salesforce account
- A Google Calendar account
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When this happens...
New Lead
Then do this...
Send Channel Message
If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.How This Integration Works- Triggers when a new lead is created on Salesforce
- Appy Pie Connect sends a message to your chosen slack channel
What You Need- A Salesforce account
- A Slack account
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![Salesforce]()
![Slack]()
Salesforce + Slack
Get Slack notifications for new Salesforce opportunities Read More...When this happens...
New Opportunity
Then do this...
Send Channel Message
Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.How This Integration Works- Triggers when a new opportunity is created in Salesforce
- Appy Pie Connect sends a message about it on your chosen Slack channel
What You Need- A Salesforce account
- A Slack account
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When this happens...
New Task
Then do this...
Create Card
Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.How This Connect Works- Whenever a new task is added on Salesforce
- Appy Pie Connect adds a new card in Trello
What You Need- A Salesforce account
- A Trello account
It's easy to connect Salesforce + Zoom without coding knowledge. Start creating your own business flow.
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New Account
Triggers the moment a new account is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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New MeetingTriggers when a new Meeting or Webinar is created.
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New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
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New Registrant
Triggers when a new registrant is added to a Webinar.
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Custom Object
Modify an existing custom object (of the type you choose).
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Update Record
Updates a existing record.
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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.
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Create Meeting Registrant
Add a new meeting registrant.
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Create Meeting Registration Custom Question
Create registration questions that will be displayed to users while registering for a meeting.
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Create Registrant
Creates a new webinar registrant.
How Salesforce & Zoom Integrations Work
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Step 1: Choose Salesforce as a trigger app and Select "Trigger" from the Triggers List.
(30 seconds)
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Step 2: Authenticate Salesforce with Appy Pie Connect.
(10 seconds)
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Step 3: Select Zoom as an action app.
(30 seconds)
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Step 4: Pick desired action for the selected trigger.
(10 seconds)
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Step 5: Authenticate Zoom with Appy Pie Connect.
(2 minutes)
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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.
