Capture Zoom meeting participants in Salesforce
Turn participant details from past meeting reports into leads your team can review and follow up with.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Potential contacts can disappear into meeting reports when nobody has time to enter them into Salesforce.
- Reduce manual entry after meetings.
- Keep participant details available for follow-up.
- Use Salesforce lead review and routing processes.
Setup
Build it in a few focused steps.
- 1Connect Zoom and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis which meeting participants should become Salesforce leads and what to do when required lead details are missing.
- 4Choose New Meeting Participant as the trigger and select where run reports go.
- 5Test with one real participant report.
Questions about this workflow
Will every participant become a lead?
Set the qualification rule in your prompt. The event provides participant report information, but any qualification criteria must come from you.
What if a participant report lacks required lead details?
Salesforce requires the details needed to create a lead, including last name and company unless person accounts are enabled. Supply missing information or have Notis report the incomplete case.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Salesforce. A trigger fires from one place; an action lands in another.
Zoom triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Zoom and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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