How to create a meeting in Zoom and send the meeting information to the other party via email when a lead is registered in Airtable

Step 1: Connect My App with Airtable and Zoom

Before setting up the Flowbot, let's connect Yoom with the app!

1. Register My App in Airtable

Once logged into the Yoom workspace, click on My Apps and select New Connection.

Search for Airtable in the app list and click on it.

Enter your email address.

Enter your password.

Select the workspace you want to access with Add a base and click Grant access.

You have now registered My App in Airtable.

2. Register My App in Zoom

Similarly, click on My Apps and select New Connection.

Search for Zoom in the app list and click on it.

Enter the Client ID and Client secret.
For instructions on registering My App in Zoom, click here.

You have now registered My App in Zoom.

Step 2: Copy the Template

Next, copy the template you will use to My Projects in Yoom.
Click on the banner below.

Click to switch to the Yoom template site.
Click "Try this template" on that screen.

Then move to the Yoom workspace and click "OK" when it shows that the copy is complete.

Now the template has been copied.

Step 3: Set Airtable Trigger

Next, configure the Flowbot.
Click "When a record is registered" on the template you just copied.

1. Select Linked Account and Action

The title is pre-filled but can be changed.
Check the account information linked with Airtable.
Select "When a record is registered" as the trigger action.
Once set, click "Next".

2. API Connection Settings for App Trigger

Select the trigger activation interval.
The shortest time available for setting varies depending on the subscription plan.
Enter the Base ID, Table ID, and the field name for Created Time.
After entering, run the test.

If the test is successful and you can get the output from Airtable, save it.

Step 4: Set Zoom Action

Next, click "Create Meeting" and proceed with the settings.

1. Select Linked Account and Action

The title is pre-filled but can be changed.
Check the account information linked with Zoom.
Select "Create Meeting" as the action.
Once entered, click "Next".

2. API Connection Settings

For the email address, select the email address from the output obtained from Airtable.
For the topic, either enter a desired title or select an item like "Meeting Name" from the Airtable output.

For the date, start time, and meeting duration, select from the Airtable output as shown in the attached image.
Once entered, click "Test".

If the test is successful and you can get the output from Zoom, save it.

Step 5: Email Settings

This is the final step!
Click "Send Email" to proceed with the settings.

1. Email Settings

The title is pre-filled but can be changed.

Select "To" from the Airtable output.
For the subject, either select "Meeting Name" from the Airtable output or enter it.

In the body, select and enter the necessary items from the Airtable and Zoom outputs as shown in the attached image.
Once entered, click "Next".

2. Email Content

Review the email content, run the test, and if the email is sent successfully, save it.

Once saved, it will show that the settings are complete, so click "Turn on Trigger".
Now the Flowbot setup is complete!

Other Automation Examples Using Airtable and Zoom

Yoom offers a wide variety of templates.
This time, we will introduce three templates that utilize Airtable and Zoom.

1. This template creates a meeting in Zoom when a lead is registered in Airtable and sends the meeting information to the other party via Outlook.

By using this template, you can automate the meeting preparation process.
Manually, it can be time-consuming and labor-intensive, increasing the burden of administrative tasks.
By automating, you can reduce the time spent on meeting setup and improve work efficiency.

2. This is a template for creating a meeting in Zoom and sending the meeting information to the other party via Gmail when a lead is registered in Airtable.

In manual operations, there is a risk of setting errors or omissions in meetings and emails.
By utilizing this template, it is expected that such human errors can be prevented.

3. This is a template for creating a Zoom meeting when information is submitted via Google Forms.

When an interview appointment is made through Google Forms, a Zoom meeting is automatically created.
This reduces manual work, allowing you to utilize your time for other important tasks.

Summary

By integrating Airtable with Zoom, you can reduce manual work and prevent human errors.
This will decrease the burden of administrative tasks, allowing you to spend more time on important activities such as sales.
Additionally, you will be able to respond quickly to leads, enhancing trust with your customers.
With Yoom, you can integrate apps and create flow bots without the need for programming.
Using templates makes it easy to set up, so even beginners can try it with confidence.
Why not take this opportunity to integrate Airtable and Zoom to automate your meeting setup flow?