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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.

Trigger app
Salesforce as the trigger

Workflows fire when something happens in Salesforce.

  • Salesforce has no triggers yet. Use the catalog's universal Webhook trigger as the upstream.
Action app
Zoom as the action

Workflows do something in Zoom, instantly.

Both directions

Pick the way that fits your stack.

Pair pages are mirrored. Each direction gets its own dedicated page.

SalesforceZoom

When something happens in Salesforce, do it in Zoom.

0 Salesforce triggers wired to 7 Zoom actions.

    ZoomSalesforce

    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.
    See ZoomSalesforce
    Popular pairings

    Common Salesforce → Zoom workflows.

    Pick a pairing to set it up in two minutes. Each one is a fully editable recipe.

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    How it works

    Connect Salesforce and Zoom in five steps.

    No code, no glue, no half-day setup. Each step is one click.

    1. 1
      Connect
      Authorize Salesforce and Zoom

      Open Tiny Command, authorize Salesforce and Zoom once each. Both connections are available to every workflow on your account.

    2. 2
      Trigger
      Pick a Salesforce trigger

      Drop the Salesforce → New event trigger onto the canvas. Tiny Command auto-registers the webhook.

      POST /v1/webhooks/salesforce.event
    3. 3
      Transform
      Add a filter or AI step

      Optionally add a Filter node ("subject contains URGENT") or an AI step ("classify intent") between trigger and action.

    4. 4
      Action
      Add the Zoom action

      Drop the Zoom → Create Meeting action below it. Map fields from the Salesforce payload into the Zoom inputs.

      zoom.create-meeting
    5. 5
      Publish
      Publish and forget

      Hit Publish. Tiny Command runs it in production from second one. Watch the run-log fill up.

    FAQ

    Questions about Salesforce + Zoom.

    How do I log Zoom meetings as Salesforce Events?
    Zoom Meeting Ended → for each attendee, Salesforce Find Lead/Contact by email → Salesforce Create Event (type=Meeting) with duration, recording URL, topic. Activity logged.
    Can I attach Zoom recordings to Salesforce Opportunities?
    Yes. Zoom Recording Completed → look up linked Opportunity (by attendee match) → Salesforce Create Note with recording URL + AI summary. Reps replay calls inside SFDC.
    How do I create SFDC Tasks from Zoom action items?
    Zoom Recording Completed → Whisper transcribes → AI parses action items → for each, Salesforce Create Task assigned to owner. Meeting decisions become accountable work.
    Can I trigger SFDC workflows from Zoom events?
    Yes. Zoom Meeting Ended → Salesforce Update Contact with "last_meeting_date" custom field. SFDC workflows can enroll into post-meeting follow-up sequences.
    How do I avoid logging internal Zoom meetings to SFDC?
    Filter Zoom triggers where any attendee has external email domain. Internal Zoom calls skip SFDC to keep activity timeline clean.
    Can I create SFDC Opportunities from Zoom-scheduled meetings?
    Yes. Zoom Meeting Created with sales-prefix topic → Salesforce Find or Create Contact → Salesforce Create Opportunity in early stage. Captures early-funnel touchpoints.
    Related

    Other apps that pair well with Salesforce.


    Wire Salesforce to Zoom in 2 minutes.

    Free tier available. No credit card. No onboarding call.