How to Create Salesforce Events from New Zoom Meetings Using Pabbly Connect

Learn how to automate Salesforce event creation from new Zoom meetings using Pabbly Connect with this step-by-step guide. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Zoom and Salesforce Integration

In this section, we will explore how to set up Pabbly Connect to automate the creation of Salesforce events from new Zoom meetings. First, access the Pabbly Connect dashboard by signing up for a free account. Once logged in, click on the ‘Create Workflow’ button to start the integration process.

After naming your workflow, you will be directed to a page featuring two main modules: Trigger and Action. The Trigger module will initiate the workflow when a new meeting is created in Zoom, while the Action module will create a corresponding event in Salesforce.

2. Configuring Zoom as the Trigger Application in Pabbly Connect

To set up Zoom as your trigger application in Pabbly Connect, click on the Trigger window and search for Zoom. Select Zoom and then choose the trigger event ‘Configure Webhook’. This will allow Pabbly Connect to listen for new meeting events from Zoom.

• Select ‘Add New Connection’ and paste the secret token from your Zoom account.
• Follow the instructions to generate the token, which is essential for connecting Zoom with Pabbly Connect.
• Once you have pasted the token, click on ‘Save’ to establish the connection.

With the connection established, you will receive a webhook URL that you need to add to your Zoom account. This URL will enable Zoom to send data to your Pabbly Connect workflow whenever a new meeting is created.

3. Adding the Webhook URL to Your Zoom Account

In this step, we will add the webhook URL from Pabbly Connect to your Zoom account. Navigate to the Zoom App Marketplace and create a new app. You will need to enable Event Subscriptions and toggle it on.

• Paste the webhook URL into the Event Notification Endpoint URL field.
• Validate the URL to ensure it is correctly set up.
• Select the events you want to trigger the workflow, such as ‘Meeting Created’.

After setting this up, click on ‘Save’ and then select ‘Continue’ in Pabbly Connect to finalize the integration. Your Zoom account is now ready to send meeting data to Pabbly Connect.

4. Testing the Integration by Scheduling a New Zoom Meeting

To ensure that the integration is functioning correctly, create a test meeting in your Zoom account. Click on the ‘Schedule a Meeting’ option and fill in the meeting details, such as the title, description, date, and time.

After saving the meeting, return to Pabbly Connect to check if the meeting data has been successfully captured. You should see the meeting title, start time, duration, and other details in the response section of your workflow.

5. Creating a Salesforce Event from Zoom Meeting Data

Now that the meeting data is captured, we will proceed to create an event in Salesforce using Pabbly Connect. In the Action step, search for Salesforce and select the action event ‘Create Record’. This action will allow you to create a new event in Salesforce based on the Zoom meeting details.

Connect your Salesforce account by clicking on ‘Connect with Salesforce’. Once connected, select the object type as ‘Event’ and map the fields from the Zoom meeting data to the respective Salesforce event fields, such as subject, location, and start date/time.

Finally, click on ‘Save and Send Test Request’ to create the event in Salesforce. If successful, you will see the new event listed in your Salesforce dashboard, confirming that the integration is complete.

Conclusion

By following these steps, you can easily automate the creation of Salesforce events from new Zoom meetings using Pabbly Connect. This integration streamlines your workflow, ensuring that you never miss an important meeting again. Set up this automation today to boost your productivity and efficiency.