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Send RecordJoy Video Events to Salesforce with Zapier

When you finish this guide, every RecordJoy event will find the matching Salesforce Contact by email and log a completed Task (activity) with the video link on their record.

flowchart LR
    A[RecordJoy] -->|"event JSON"| B["Zapier Catch Hook"]
    B --> C["Find Record: Contact"]
    C --> D["Create Record: Task"]
    D --> E[(Salesforce)]

Prerequisites

• Zapier account on a paid plan (webhooks are a premium trigger)
• Salesforce account with permission to read Contacts and create Tasks
• RecordJoy account (any plan)

Estimated time

20 minutes

Steps

Part A — the webhook trigger

1. In Zapier, click + Create → Zaps.
2. Click the Trigger step, search webhooks, select Webhooks by Zapier.
3. Set Trigger event to Catch Hook and click Continue twice.
4. Copy the URL shown under Your webhook URL.

🖥️ What you should see: a URL like https://hooks.zapier.com/hooks/catch/1234567/abcdef/.

5. In another tab, open recordjoy.ai → dashboard sidebar → CRM Integration.
6. Paste the URL into Your webhook URL, tick the events you want, click Save, then click Send test event.
7. Back in Zapier, click Test trigger and confirm request A shows event: recording.test.

Part B — find the Salesforce contact

8. Click + to add an action step.
9. Search salesforce and select Salesforce.
10. Set Action event to Find Record.
11. Connect your Salesforce account when prompted.
12. Configure:
    • Salesforce Object: Contact
    • Field to Search By: Email
    • Search Value: select Recording Sent To (recording__sentTo) from the webhook data
    • Create Salesforce Contact if it doesn't exist yet?: True — set Last Name to recording__sentTo as a placeholder

Contact rule: for most events the contact is recording__sentTo. For inbound recording.received events, build a second Zap mapping recording__sentBy (and consider creating a Lead instead of a Contact).

13. Click Continue, then Test step.

🖥️ What you should see: a found (or created) record with an Id like 003....

Part C — log the Task

14. Click + to add another action.
15. Select Salesforce; set Action event to Create Record.
16. Configure:
    • Salesforce Object: Task
    • Subject: RecordJoy {{event}} — {{recording__description}}
    • Comments (Description): Watch: {{recording__viewUrl}} — watched {{recording__watchedTimes}}x
    • Status: Completed
    • Name ID (WhoId): select the Id output of the Find Record step
17. Click Continue, then Test step.
18. Click Publish.

Verification

19. In RecordJoy → CRM Integration, click Send test event.
20. In Salesforce, open the Contact matching your account email → Activity timeline.

🖥️ What you should see: a completed Task titled RecordJoy recording.test — ... with the view link in its comments.

For a real end-to-end check: record a short video, open its share link, and watch recording.created / recording.watched Tasks appear.

Troubleshooting