Automatically Create Salesforce Events from New Zoom Meetings Using Pabbly Connect

Learn how to automatically create Salesforce events from new Zoom meetings using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Salesforce events automatically from new Zoom meetings, start by accessing Pabbly Connect. Open your browser and visit Pabbly.com/n to reach the homepage of Pabbly Connect.

Once on the homepage, you have two options: sign in if you are an existing user or click on ‘Sign Up Free’ to create a new account. New users can explore the software with 100 free tasks every month.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Here, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow, for example, ‘Create Salesforce Events Automatically from New Zoom Meetings’.

• Click on ‘Create’ to proceed.
• Select the ‘Zoom’ application as your trigger app.
• Choose the event type as ‘New Meeting’.

After setting up the trigger, you will need to connect your Zoom account with Pabbly Connect. Follow the prompts to authenticate your Zoom account by providing the necessary permissions.

3. Configuring Zoom Settings in Pabbly Connect

With the Zoom trigger set, it’s time to configure the settings. In the Zoom application settings, you will find options to set up a webhook. This is crucial for connecting your Zoom account with Pabbly Connect.

Ensure that you copy the webhook URL provided by Pabbly Connect and paste it into the Zoom webhook settings. This allows Zoom to send meeting data to Pabbly Connect whenever a new meeting is created.

• Navigate to the Zoom admin panel.
• Go to ‘Advanced’ settings and select ‘App Marketplace’.
• Create a new app and select the user-managed option.

After saving your settings, a secret token will be generated. Copy this token and return to Pabbly Connect to complete the connection.

4. Setting Up Salesforce Action in Pabbly Connect

Next, you’ll add an action step to your workflow. Select Salesforce as your action application and choose the event ‘Create a Record’. This action will create a new event in Salesforce every time a new meeting is scheduled in Zoom.

You will need to connect your Salesforce account with Pabbly Connect. Similar to the Zoom connection, provide the necessary permissions to authenticate your Salesforce account.

Select the object type as ‘Event’. Map the fields from the Zoom meeting data to the Salesforce event fields. Ensure all required fields are filled before saving.

After mapping the data, click on ‘Save’ to finalize the action setup. With this, every new Zoom meeting will be reflected as an event in your Salesforce account automatically.

5. Testing the Integration with Pabbly Connect

After setting up both the trigger and action, it’s crucial to test the integration. Create a test meeting in Zoom to see if the event gets created in Salesforce via Pabbly Connect.

Once the test meeting is created, check your Salesforce account for the newly created event. If everything is set up correctly, you should see the event reflecting the details of your Zoom meeting.

In case the event does not appear, revisit the workflow in Pabbly Connect to ensure that all configurations are correct and that the webhook URL is properly set in Zoom.

Conclusion

By following this detailed tutorial, you can successfully use Pabbly Connect to automatically create Salesforce events from new Zoom meetings. This integration streamlines your workflow and enhances productivity by ensuring that important meeting details are captured in Salesforce without manual entry.