Connect Salesforce to Zoom

Add contact to campaign

Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.

Add lead to campaign

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...

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.

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. Allow a brief propagation delay before querying updated ownership or field values after ru...

Associate contact to account

Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.

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.

Add a meeting registrant

Registers a participant for a Zoom meeting that has registration enabled. **Prerequisites:** - The meeting host must have a **licensed (paid) Zoom account** - this will NOT work with free/basic accounts - The meeting must have registrati...

Add a webinar registrant

Registers a participant for a Zoom webinar that has registration enabled. **Prerequisites:** - The webinar host must have a **Pro or higher plan with Webinar add-on** - this will NOT work with basic/free accounts - The webinar must have...

Add project collaborators

Adds one or more collaborators to a whiteboard project. Use this action when you want to invite team members or external users to collaborate on a specific whiteboard project. Project owners or authorized users can add collaborators with...

Add whiteboard collaborator

Adds one or more collaborators to a whiteboard. Use this action when you need to invite users or team chat channels to collaborate on a specific whiteboard. Supports individual user invites (via email) and team chat channel invites (via...

Apply classification to whiteboard

Applies or updates a classification label on a whiteboard. Use this action when you need to assign or change a security classification label on an existing whiteboard. Each whiteboard can only have one classification label at a time — if...

Create a meeting

Enable Zoom meeting creation via user-level apps with "me". "Start_url" for hosts expires in 2 hours, or 90 days for "custCreate" users. Renew via API, capped at 100 requests/day. Requires "meeting:write" permission, subject to medium ra...