Add a record to Salesforce when a webinar registration is created in Zoom

■Overview

Managing attendee lists after hosting a webinar can take a significant amount of time when done through manual entry and data transfer. In particular, registering attendee information in a customer management tool such as Salesforce is time-consuming and prone to data entry errors. With this workflow, whenever someone registers to attend a webinar in Zoom, a record is automatically added to Salesforce, eliminating these challenges. By automating webinar operations, you can eliminate manual tasks and create an environment where you can focus on more important work.

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■Who should use this template

• Those who want to integrate Zoom with Salesforce and streamline webinar attendee information management
• Marketing professionals who want to prevent manual data entry errors and omissions and automate webinar operations
• Sales teams who want to speed up post-webinar follow-ups and improve the quality of their sales activities

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■Benefits of using this template

• When someone registers for a webinar in Zoom, a record is automatically added to Salesforce, reducing the time required for manual data entry
• Eliminating manual data transfer helps prevent human errors such as data entry mistakes and missed registrations, helping maintain data accuracy

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■Flowbot steps

1. First, connect Zoom and Salesforce to Yoom
2. Next, select Zoom as the trigger and set the “When a webinar registration is created” action
3. Finally, select Salesforce as the operation and set the “Add a record” action to automatically register the attendee information retrieved from Zoom

※“Trigger”: An action that initiates the flow. “Operation”: An action that processes data within the flow after the trigger starts.

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■Customizing this workflow

• In the Salesforce operation settings, specify any My Domain URL for the connection destination
• You can also specify the API name of the object where you want to add records, such as Lead or Contact

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■Notes

• Connect both Zoom and Salesforce to Yoom.
• 【Salesforce】 is available only on the Team and Success plans. Please note that operations and data connections for configured Flowbots will result in errors on the Free and Mini plans.
• Paid plans, such as the Team and Success plans, include a 2-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.