Zoom is one of the biggest online communication platforms that allows the users to connect with video, audio, phone, and chat over the internet. It became the most popular app for video conferences/meetings or webinars. While working with the Salesforce, if you want to store the Zoom meeting/webinar details into the Salesforce objects such as events, leads, contacts, etc, integration has to be done between Zoom and Salesforce. This way, time is reduced and productivity also increases. In this guide, we will discuss how to integrate Zoom with Salesforce using the third party product called Zapier.
Introducing and Setting Up Zapier
Zapier is a product which is used to allow the end users to integrate the web applications they use and automate (in our scenario, it is Zoom with Salesforce). It connects nearly 5000+ apps. Using Zapier is free and simple. No coding is required. We just need one Salesforce account, a Zoom account, and email (Gmail/Outlook etc.)
Go to this site – https://zapier.com/app/dashboard
In this scenario, we perform the action on the Salesforce data based on Zoom. So, the source is Zoom and the destination is the Salesforce Org.
1. Connect the Zoom app with Salesforce.
Choose Zoom for the “connect this app…” tab. Choose Salesforce on the “with this one!” tab.
2. Here, we have to specify the “Trigger” criteria under Zoom. This trigger specifies when we do anything in Zoom like after a meeting is scheduled or when a participant is registering, when the specified thing happens in Zoom, etc. Let’s see all the possible triggers.
3. Next, under Salesforce, we need to specify the action that has to be performed based on the specified trigger. The following actions are supported:
4. Next, we need to click on “Make a Zap!”.
The next steps are to be discussed in the examples in this guide only.
Example 1: Creating Events in Salesforce
In this scenario, a Salesforce Event (in Salesforce Org) is created if a new meeting is created in Zoom.
1. Specify the trigger as “New Meeting” and the action as “Create Record”. Click on “Try it”.
2. Now, we need to edit the trigger and action parts.
3. Now, click on the trigger part and add the Zoom account. You need to login to Zoom and do that. Click the “Continue” icon after Zoom is added.
4. Now, specify the trigger criteria (here, it is Meeting) and click on “Continue”.
5. Next, we need to schedule a meeting in Zoom. Go to the Zoom app and schedule the meeting with the following details:
6. This is the last specification that we need to specify in the trigger part. In this scenario, we test the trigger. Select the created meeting and continue with the selected record.
Finally, the trigger part is completed.
7. Now, go to the action component and add the Salesforce account. Click on “Continue”.
8. Next, we need to create a record for the event object. Add a Zoom meeting info for the following fields:
9. Now, we need to test the action. Just verify and click on “Test Action”.
10. Finally, publish it.
This is the final integration.
Testing:
Now, we schedule a meet in Zoom and check whether the event is created in Salesforce or not in the Salesforce event object.
We can see that the event is created as per the Zoom meeting details.
It’s reflected in the Salesforce Calendar too.
Example 2: Update the Record in Salesforce when there’s a New Recording in Zoom
In this scenario, we update the “Event Description” field to “Recording Available”. There is no need to worry because the [Recording=Link] is done when recording is made in the Zoom.
1. Specify the trigger as “New Meeting” and the action as “Create Record”. Click on “Try it”.
2. In the trigger part, after choosing your Zoom account, select your recording to test the trigger.
3. In the “Update Record in Salesforce” action, select the “Event” as the Salesforce Object and specify the Record ID to be updated. Specify the description as follows:
4. Test the action and click on “Publish”. Finally, you will see the following line:
Testing:
Previously, the description stores the Zoom meeting link. Let’s go to the same Salesforce event and check the record whether the description is updated with Zoom recording or not.
For the “Java Course” event, the description field is updated to a Zoom recording link along with the specified message.
Conclusion
We learned how to integrate Zoom with Salesforce to store the Zoom meetings/webinars into the Salesforce events. As part of this guide, we utilized the Zapier product that integrated Zoom and Salesforce. In the first example, we learned how to add an event in Salesforce when a new meeting is scheduled. After that, we discussed the approach that udpates the Salesforce events when the Zoom recording is done.
