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Integration options between Zoom & Email Clients

JohnM85
Newcomer
Newcomer

My company is transitioning from On24 to Zoom Events. One of the features we utilized was the ability to forward all questions submitted in a webinar to an email account. That email account was integrated with Salesforce, which would automatically create a new opportunity in our CRM. Is there a similar type of workflow that we can implement with Zoom Events, specifically SimuLive Sessions Q&As, that can achieve the same or similar results?

1 ACCEPTED SOLUTION

mgstark
Community Champion | Employee
Community Champion | Employee

Hi @JohnM85 there is a Salesforce integration for Zoom Events "Zoom for Salesforce Lightning" which can be installed by your admin you can see more info on that here  https://marketplace.zoom.us/apps/ozGm-qsFRBqBkYYzJg4Y6g

Once that is setup you;re able to see each event you create which will sync from Zoom Events > Salesforce, it will also sync the Q&As that are submitted. So from that point you can create a workflow.

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2 REPLIES 2

meriment
Contributor III
Contributor III

You could use APIs to extract the submitted questions to an email account in order to save new opportunities in your CRM. If you are not a developer there is a Zoom app, Salepager, that can do this for you.

mgstark
Community Champion | Employee
Community Champion | Employee

Hi @JohnM85 there is a Salesforce integration for Zoom Events "Zoom for Salesforce Lightning" which can be installed by your admin you can see more info on that here  https://marketplace.zoom.us/apps/ozGm-qsFRBqBkYYzJg4Y6g

Once that is setup you;re able to see each event you create which will sync from Zoom Events > Salesforce, it will also sync the Q&As that are submitted. So from that point you can create a workflow.