Connect #ZOOM with #Salesforce using #Zapier | Salesforce Tutorials



In this blog I will share steps to connect the most usable business video conferencing application ZOOM with our salesforce org.

We will create a custom object to store the ZOOM data.

Please follow steps below : 
  1. In your salesforce org create a object and some custom fields as shown in below image.


2. Go to https://zapier.com/ and log in to your account or create a new one.

3. On the dashboard click on Make a Zap button as shown below : 


4. Create zap page will appear. On the top left corner you can edit your zap name. Select the ZOOM application on "When this happens..." section and select the action "New Meeting" as we are running our trigger when a new meeting is getting scheduled.


5. Select your ZOOM account in choose account section and select a demo meeting from customize new meeting section. Then hit "Continue" --> "Test Trigger" --> "Continue". It will test the dummy data from demo meeting in Zapier.


6. Select Salesforce as your target application in "Do this..." section and choose "Create a Record" action as we are going the save ZOOM data by creating a new record in our salesforce org.


7. Hit continue and then add your salesforce account in the "Choose Account" section and hit continue again.


8. Select your object and map fields by clicking on it in "Customize Records" section and hit Continue button.


9. Verify the data and hit "Test & Continue" button, it will create a new record in your salesforce org.


10. Just turn on the zap and enjoy the show. Now it will create a record in your custom object whenever a new meeting will be scheduled in your zoom account.


Checkout below video for complete configuration and live demo !



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Thanks
Keep Coding 



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