Integration options between Zoom & Email Clients

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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?

Integrations

mgstarkAnswer

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.

M

meriment

Newcomer

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.

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mgstarkAnswer

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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