Salesforce and Zoom integration + automation

Salesforce and Zoom integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Zoom connectors, which can connect to any service without the need for separate integration tools.

Popular Salesforce and Zoom integrations

Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all

Operations

Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all

See documentation >

Uses

All

Category

Collaboration

Connector type

Tray Connector

Triggers

WebhookShow all

Operations

List authentication options DDL, List call logs, List meetings DDL, List users DDL, Update user status, Add meeting registrants, Create meeting, Create users, Create webinar, Create webinar registrantShow all

See documentation >
sean-passanisi

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
Salesforce logoZoom

Salesforce + Zoom

Integrate Salesforce + Zoom to win more

Streamline virtual customer engagement and build winning sales strategies with quick and easy Salesforce + Zoom integrations. With our low-code, 100% visual interface, any business user can rapidly stand up custom Salesforce + Zoom integrations, without relying on IT support. You can bi-directionally sync Salesforce + Zoom with any data source, including flat files (such as CSVs), webhooks, email, FTP, spreadsheets, and all your go-to tools (even using data within custom fields).

Need Salesforce + Zoom connectors to supercharge your sales and customer support teams? Our drag-and-drop builder makes it easy for you to connect your entire tech stack and flow data across all of your tools and teams. Take full control of your data to drive higher retention and conversion rates, boost virtual event attendance, and make your virtual engagement processes hyper-efficient.

Drive higher win rates, craft targeted virtual experiences, and boost customer satisfaction with powerful Salesforce + Zoom automation. You can design multi-step, automated workflows that prompt meetings with key prospects and customers, promote personalized customer interactions, and facilitate winning virtual engagement at scale.

Popular Customer Relationship Management (CRM) and Collaboration Connectors

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Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.

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The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

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