Integrate zoom webinar with Salesforce to create A lead in salesforce on custom logic build around Email as a key. How to call Salesforce custom REST API from zoom post webinar end.
Current Standard Salesforce and zoom integration not able to provide custom logic build around email as a key for lead creation or finding duplicate lead or account in the salesforce system.
Expected Solution:
Use Case 1) If webinar participants Email doesn’t exist in the Salesforce as a lead or account, create New lead in Salesforce.
User Case 2) If Webinar participants email exist as lead , create a new task on top of the lead.
Use Case 3) If Webinar participants email exist as Account , create a new task on top of the Account.
Hi @tanishak.maheshwari we do not have official guidance on utilisation with external APIs like Salesforce, but if you share the documentation for the specific Salesforce and Zoom API endpoints you’re looking to use, I’m happy to look into it further.
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hi @gianni.zoom there is no such standard document for salesforce custom API.
In general, to integrate any external system with salesforce we required to follow below steps:
1)Authenticate Salesforce API (REST API) using username/password based flow or refresh toke based flow, which will return authorisation token (oauth token) in response.
2)capture the oauth token and push along with custom Salesforce API (REST API)
Hi @tanishak.maheshwari ,
I see! You would have to build your own logic with event listeners to then programmatically perform the lead creations in Salesforce.