Follow up with webinar participants from Salesforce
Keep qualified webinar participants from getting lost after the event by capturing them in Salesforce.
Trigger
New Webinar Participant
Triggers when a new participant appears in a past webinar's participant list.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Webinar attendee reports take extra work to review and turn into useful follow-up records.
- Capture qualified webinar participants as leads.
- Use your own rules to decide who merits follow-up.
- Reduce repetitive work after webinars.
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 webinar participants to create as Salesforce leads and how to handle missing required details.
- 4Choose New Webinar Participant as the trigger and select where run reports go.
- 5Test with one real webinar participant report.
Questions about this workflow
Can I limit lead creation to specific webinar participants?
Yes. Describe your qualification criteria in the prompt. The event supplies participant information, while your instruction supplies the criteria.
Does this trigger run when someone registers?
The listed trigger is for a new participant appearing in a past webinar's participant list, not webinar registration.
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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