--- title: "Connect Salesforce and Zoom - APIANT.ai" description: "When \"New object record\" fires in Salesforce, your agent runs \"Update user settings\" in Zoom." canonical: "https://apiant.ai/connect/salesforce-to-zoom" --- # Connect Salesforce and Zoom When **New object record** fires in [Salesforce](https://apiant.ai/connections/salesforce), your agent runs **Update user settings** in [Zoom](https://apiant.ai/connections/zoom), or **Meeting ended** in Zoom to **Create object record** in Salesforce. Describe the whole flow and it is built, tested on every scenario and kept running. Salesforce **2** triggers Salesforce **9** actions Zoom **15** triggers Zoom **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesforce and Zoom to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Connecting Salesforce and Zoom lets calls and webinars show up as records your team can work from. A new Opportunity in Salesforce can schedule a Zoom meeting, a Zoom webinar registrant can become a Salesforce Lead, and a finished meeting or recording can be logged against the right account or contact. Both sides stay readable from the CRM. Example flows ## What Salesforce and Zoom can do together ### From Salesforce to Zoom - When **New object record** in Salesforce then **Update user settings** in Zoom - When **New or updated object record** in Salesforce then **Add meeting registrant** in Zoom ### From Zoom to Salesforce - When **Meeting ended** in Zoom then **Create object record** in Salesforce - When **New recording completed** in Zoom then **Update object record** in Salesforce Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Salesforce and Zoom ## Triggers and actions 17 triggers · 26 actions - Trigger **New object record** Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending. - Trigger **New or updated object record** Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending. - Action **Create object record** Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values. - Action **Delete object record** Deletes an existing SObject record by object type and record ID. - Action **Describe object** Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names. - Action **Find most recent created or updated record** Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1). - Action **Find object records** Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches. - Action **Get object record** Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list. - Action **List objects** Lists all available SObject types (standard and custom) on the org. - Action **SOQL query** Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY. - Action **Update object record** Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204). - Trigger **Meeting ended** Triggered when a meeting ends. - Trigger **Meeting participant joined** Triggers when a participant joins a meeting. - Trigger **Meeting registration cancelled** Triggered when a meeting registration is cancelled. - Trigger **Meeting started** Triggered when a meeting starts. - Trigger **New recording completed** Triggered when a cloud recording is completed. - Trigger **New recording completed (all active licensed accounts)** Triggered when a cloud recording is completed in any licensed active account. - Trigger **New recording completed (specified account)** Triggered when a cloud recording is completed for the specified account. - Trigger **New webinar registrant** Triggers when a new registrant is added to a Webinar. - Trigger **Recording completed** Triggered when a recording completes. - Trigger **Upcoming meeting** Triggered when a meeting is upcoming in the specified amount of time. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered. - Trigger **Upcoming meeting (all active licensed accounts)** Triggered when a meeting is upcoming in the specified amount of time for any active licensed account. NOTE: this trigger only fetches up to 300 meetings at a time for each account. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered. - Trigger **Upcoming meeting (specified account)** Triggered when a meeting is upcoming in the specified amount of time for the specified account. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered. - Trigger **Upcoming meeting via integration setting (all active licensed accounts)** Triggered when a meeting is upcoming in the amount of time given by the specified integration setting stored in a lookup table. The default is 30 minutes if the setting is not found. - Trigger **Webinar ended** Triggered when a webinar ends. - Trigger **Webinar started** Triggered when a webinar starts. - Action **Add meeting registrant** Adds a registrant to the specified meeting. The meeting must have been created with an approval_type of "0" or "1", in which registrants are either automatically or manually approved. - Action **Create meeting** Creates a new meeting. - Action **Delete meeting** Deletes the specified meeting. - Action **End meeting** Immediately ends a meeting. - Action **Find meeting by agenda** Finds a meeting that matches the provided agenda. An error occurs if zero or multiple meetings match. - Action **Get approved meeting registrants** Returns approved registrants (up to 300 max) registrants for the specified meeting. - Action **Get connection mode** Returns the mode of the named Zoom connection, either Individual or Admin. - Action **Get meeting** Outputs details for the specified meeting. - Action **Get meeting registrant** Returns details for the specified registrant in the specified meeting. - Action **Get user** Returns a Zoom user's profile and settings by user ID or email. - Action **Get user settings** Outputs all settings for the specified user. - Action **List cloud recordings** Lists cloud recordings for a Zoom user within a date range. - Action **List meetings** Lists a Zoom user's scheduled, live, or upcoming meetings. - Action **List users** Lists the users on the Zoom account. - Action **Update meeting** Updates an existing meeting. - Action **Update meeting registrant status** Updates a registrant's status for the specified meeting. - Action **Update user settings** Updates the specified user's settings. ## Each app on its own - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) - [ **Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connections/zoom) Reviews ## What our customers say ## More from Salesforce - [ **Salesforce to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesforce-to-slack) - [ **Salesforce to Google Sheets** Google Sheets](https://apiant.ai/connect/salesforce-to-google-sheets) - [ **Salesforce to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesforce-to-stripe) - [ **Salesforce to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesforce-to-shopify) - [ **Salesforce to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/salesforce-to-notion) - [ **Salesforce to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/salesforce-to-trello) ## More into Zoom - [ **HubSpot to Zoom** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoom) - [ **Gmail to Zoom** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoom) - [ **Google Calendar to Zoom** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoom) - [ **Google Drive to Zoom** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-zoom) - [ **Mailchimp to Zoom** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-zoom) - [ **Stripe to Zoom** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-zoom) Questions ## Salesforce and Zoom, answered ### ### Can the agent find the right Salesforce record for a Zoom meeting? Yes, it can use Find object records or a SOQL query to match a contact, lead or opportunity by a field such as the participant's email. If nothing matches, the flow can stop instead of creating a stray record. ### ### Which Zoom events can start a Salesforce update? Triggers include meeting started, meeting participant joined, meeting ended, webinar started and ended, new webinar registrant, registration cancelled and completed cloud recordings. Each one can create, update or look up a Salesforce record afterwards. ### ### What can start an automation from Salesforce? Any of Salesforce's 2 triggers in the catalog, including New object record and New or updated object record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoom when something happens in Salesforce? Any of Zoom's 17 actions, including Add meeting registrant, Create meeting, Get meeting and Update meeting. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoom to Salesforce? Yes. When something happens in Zoom, your agent can act in Salesforce too. This page covers both directions: Zoom's triggers and Salesforce's actions are listed here as well. ### ### Do I have to build a connector for Salesforce or Zoom? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Salesforce and Zoom without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.