Salesforce + Zoom
Create Salesforce contacts for new Zoom meeting registrants
Create a seamless connection between your virtual meeting platform and customer relationship management tool with this automated workflow. When a new registrant joins a meeting in Zoom, it kicks off a process that results in the creation of a new contact record in Salesforce. This streamlining eliminates manual data entry and ensures accurate, up-to-date information on your Salesforce contact list. Enhance contact management and improve your relationship with clients, making your business processes more efficient.
Create a seamless connection between your virtual meeting platform and customer relationship management tool with this automated workflow. When a new registrant joins a meeting in Zoom, it kicks off a process that results in the creation of a new contact record in Salesforce. This streamlining eliminates manual data entry and ensures accurate, up-to-date information on your Salesforce contact list. Enhance contact management and improve your relationship with clients, making your business processes more efficient.
- When this happens...New Meeting Registrant
Triggers when a new registrant is added to a meeting.
- automatically do this!Create Contact
Creates a new contact in Salesforce.
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