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Dynamically select Zoom event based on Salesforce event name

  • 30 September 2021
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Hello-

 

Currently, I create about ten zaps a month that does the same exact thing.

The user registers for an event in SalesForce, the Zap filters the Event by Name hat I add manually, then creates a registration in Zoom for the user.  Again, I do this separately for each event… about ten per month.

What I’d like to do is create a single Zap that uses dynamic filter. So, where <salesForce Event Name> = <Zoom Event Name> 

This way, I create one zap that looks for matching names on both platforms. If they exist, create user registration in Zoom.

 

Does this make sense?

 

Many thanks,

Seth

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Best answer by robschmidt 30 September 2021, 03:49

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Hi @justSeth 

For that you need to use Lookup Table from Formatter: https://zapier.com/help/create/format/create-lookup-tables-in-zaps

Then in the lookup table configuration you need to set up which salesforce event corresponds to which zoom event. You can’t use Zoom name there, you need to use Zoom meeting ID as the pair.