Universal Automation Cloud

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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.

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Integrations

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.

Automation

Automate Salesforce + Zoom to drive retention

Build swift, seamless, and reliable virtual engagement processes with powerful Salesforce + Zoom automation. You can build flexible, custom automation that meets your exact needs with our library of pre-built connectors, data helpers, and custom logic operators.

Whether you work in sales, customer support, revenue, business operations, marketing, or any other team within your company, you can build powerful Salesforce + Zoom automation that boosts sales engagement and increases customer happiness. Connect your other systems with Salesforce + Zoom at the API level to flow customer data across your whole stack, build engagement based on key data insights, and kick off limitless operations on any custom trigger.

Automate to solve any business challenge by connecting Salesforce + Zoom with all of your cloud-based tools, including your ERP, marketing automation platform, customer support tools, email, analytics tools, data warehouse, internal chat tools, customer data platform, and web-chat tools. Drive retention, streamline virtual engagement, and foster competitive sales practices with Zoom, Salesforce, and the Tray Platform.

Use cases

Virtual customer engagement at scale

You can build scalable, sophisticated workflows that meet the needs of any use case by connecting Salesforce + Zoom with a host of popular tools, including HubSpot, Pardot, SAP ERP, Marketo, Zendesk, NetSuite, Salesloft, ActiveCampaign, Calendly, and Mailchimp. Our elastic, serverless architecture ensures that all of your processes will automatically scale as your data needs evolve.

Business users can use the Tray Platform to rapidly stand up custom integrations, while power users can reliably execute heavy-duty jobs that process huge amounts of data. Need to auto-schedule one-on-one meetings with top prospects to boost win rates? Need to host targeted virtual events that communicate key messages to top customers and drive greater conversion? Need to build consistent engagement with existing customers to increase expansion and retention? Whatever your needs might be, you can solve them with Salesforce, Zoom, and the Tray Platform.

Security experts across industries trust us to handle even their most sensitive data. The Tray Platform is SOC 2 Type 2-certified and compliant with data privacy regulations such as HIPAA, CCPA, and GDPR.

Popular Salesforce and Zoom integrations

Salesforce and Microsoft Teams

Salesforce and Salesforce Pardot

Salesforce and HubSpot

Salesforce and Microsoft Sharepoint

Salesforce and Zoom Connector Details

Salesforce

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UsesSales, Marketing

CategoryCustomer Relationship Management (CRM), AI/ML

Triggers

On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update

Connector TypeTray Connector

Operations

Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...

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Zoom

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UsesAll

CategoryCollaboration

Triggers

Webhook

Connector TypeTray Connector

Operations

List call logsUpdate user statusGet meeting reportGet webinar polls reportGet webinar reportAdd meeting registrantsCreate meetingCreate usersCreate webinarCreate webinar registrantDelete userGet account call logsand 20 more...

View documentation

The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
Vice President, Business Systems