Per-pair page

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.

Connect Zoom and Salesforce See reverse direction

Trigger app

Zoom as the trigger

Workflows fire when something happens in Zoom.

Zoom has no triggers yet. Use the catalog's universal Webhook trigger as the upstream.

Action app

Salesforce as the action

Workflows do something in Salesforce, instantly.

See all 13 actions →

Both directions

Pick the way that fits your stack.

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

Zoom → Salesforce

When something happens in Zoom, do it in Salesforce.

0 Zoom triggers wired to 13 Salesforce actions.

Salesforce → Zoom

Or fire it the other way around.

0 Salesforce triggers wired to 7 Zoom actions downstream.

Use any trigger in the catalog as the upstream.

See Salesforce → Zoom →

Popular pairings

Common Zoom → Salesforce workflows.

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

Showing 0 of 0 combinations

How it works

Connect Zoom and Salesforce in five steps.

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

1
Connect
Authorize Zoom and Salesforce
Open Tiny Command, authorize Zoom and Salesforce once each. Both connections are available to every workflow on your account.
2
Trigger
Pick a Zoom trigger
Drop the Zoom → New event trigger onto the canvas. Tiny Command auto-registers the webhook.
POST /v1/webhooks/zoom.event
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
Action
Add the Salesforce action
Drop the Salesforce → Convert Lead action below it. Map fields from the Zoom payload into the Salesforce inputs.
salesforce.convert-lead
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 Zoom + Salesforce.

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.

Other apps that pair well with Zoom.

Spreadsheets & Databases

Wire Zoom to Salesforce in 2 minutes.

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

Try for free Request a demo