Salesforce integration. Schedule a zoom meeting from an event in Salesforce

Hi there!

I am using the Zoom-Salesforce app https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000qEuqEAE

We are scheduling a zoom meeting from a Salesforce Contact of two different ways:
OPTION 1:

  1. From the Contact page layout
  2. Create Event, Save
  3. Edit Event, check “Schedule a Zoom Meeting” field, Save. (This option will schedule a zoom meeting)
  4. An email with the invite link is sent automatically to the contact email address (cc Salesforce user).
    This works fine.

OPTION 2:

  1. From the Contact Page Layout
  2. Create Event, Save
  3. Make it Zoom meeting action. (see the image below)
  4. The email with the invite link is NOT sent automatically.

We need your help with the OPTION @ to understand why an email is not sent automatically after executing the Make it Zoom meeting action. Is this an error or is it an expected behaviour?


Thanks a lot!
Maria

Hi @MEF,

Can you share an example Meeting ID with me to developersupport@zoom.us, for which you’re not seeing emails being automatically generated?

Thanks,
Will

This topic was automatically closed 30 days after the last reply. New replies are no longer allowed.