- Integrations
- /
- Salesforce
- /
- with Zoom
Salesforce + Zoom: meetings logged as CRM activity.
Log Zoom meetings as Salesforce Events, attach recordings to Opportunity records, or trigger SFDC workflows from Zoom meeting events.
Workflows fire when something happens in Salesforce.
- Salesforce has no triggers yet. Use the catalog's universal Webhook trigger as the upstream.
Workflows do something in Zoom, instantly.
Pick the way that fits your stack.
Pair pages are mirrored. Each direction gets its own dedicated page.
When something happens in Salesforce, do it in Zoom.
0 Salesforce triggers wired to 7 Zoom actions.
Or fire it the other way around.
0 Zoom triggers wired to 13 Salesforce actions downstream.
- Use any trigger in the catalog as the upstream.
Common Salesforce → Zoom workflows.
Pick a pairing to set it up in two minutes. Each one is a fully editable recipe.
Connect Salesforce and Zoom in five steps.
No code, no glue, no half-day setup. Each step is one click.
- 1ConnectAuthorize Salesforce and Zoom
Open Tiny Command, authorize Salesforce and Zoom once each. Both connections are available to every workflow on your account.
- 2TriggerPick a Salesforce trigger
Drop the Salesforce → New event trigger onto the canvas. Tiny Command auto-registers the webhook.
POST /v1/webhooks/salesforce.event - 3TransformAdd a filter or AI step
Optionally add a Filter node ("subject contains URGENT") or an AI step ("classify intent") between trigger and action.
- 4ActionAdd the Zoom action
Drop the Zoom → Create Meeting action below it. Map fields from the Salesforce payload into the Zoom inputs.
zoom.create-meeting - 5PublishPublish and forget
Hit Publish. Tiny Command runs it in production from second one. Watch the run-log fill up.
Questions about Salesforce + Zoom.
How do I log Zoom meetings as Salesforce Events?
Can I attach Zoom recordings to Salesforce Opportunities?
How do I create SFDC Tasks from Zoom action items?
Can I trigger SFDC workflows from Zoom events?
How do I avoid logging internal Zoom meetings to SFDC?
Can I create SFDC Opportunities from Zoom-scheduled meetings?
Other apps that pair well with Salesforce.
Wire Salesforce to Zoom in 2 minutes.
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