・
When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.
In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!
By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!
In this article, we will introduce the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve it.
You can start right away using the template below, so please give it a try!
Taking the next action while customer interest is high is one of the crucial tasks after lead registration. By integrating Airtable information with Zoom and Outlook, and improving the speed and efficiency of lead response, it may positively impact subsequent business negotiations. This article introduces a flow where a Zoom meeting is automatically set up when lead information is registered in Airtable, and meeting information is sent via Outlook.
・Those who use Airtable for lead management and want to streamline their sales process
・Those who use Zoom and Outlook regularly and find manual meeting setup cumbersome
・Sales team members aiming to speed up from lead registration to customer response
・Teams that divide lead management and response among multiple members but face challenges in task transparency
・Company representatives interested in IT tool integration using APIs and considering automation
By automating the setup of the initial contact from lead registration, you can improve response speed and create business opportunities while customer interest is high.
For example, by automating the entire meeting process from creating a Zoom meeting after lead registration to sending the initial meeting URL via Outlook, you can hear detailed information from lead customers faster than competitors, potentially increasing the chance of closing deals. Especially in highly competitive industries, improving initial response speed can positively impact acquiring business negotiations.
By automating data integration from Airtable to Zoom and Outlook, you can eliminate the hassle of manual input and smoothly proceed with the process from lead registration to the initial meeting setup.
For example, representatives can reduce the time spent manually copying lead information for registration tasks or setting up meetings and sending detailed emails. This results in a decrease in human errors such as input mistakes or communication omissions. Additionally, by dedicating the saved time to core tasks, you may be able to focus more on lead management and follow-up.
By centrally managing lead information in Airtable and linking it with Zoom meeting history and Outlook sending records, you can clarify guidelines for assigning future lead responses to team members. Especially in large sales teams involving multiple representatives, clarifying the process from lead registration to the initial meeting may provide hints for future response strategies.
Moreover, clarifying business processes can prevent task duplication and lead to more efficient business progression.
Now, let's use Yoom to actually perform the integration.
[What is Yoom]
This time, we will set up a flowbot that "creates a Zoom meeting and sends meeting information via Outlook when a lead is registered in Airtable"!
By copying and using the template below, you can automate the process by simply setting up the necessary parts.
When you click, an image like the one below will appear, so press OK.
When the following screen is displayed, please check the "Title" and "Description".
If changes are necessary, you can click on the relevant part to make changes.
To first set up Airtable, click "When a record is registered".
Once clicked, proceed with the following settings.
・"Title" → Can be changed as needed
・"Account information to link with Airtable" → Check if the account is correct
・"Trigger action" → When a record is registered
Let's also set up the Airtable base to be used.
This time, we set up the items as follows.
【Point】
・"Created Time" is required when setting the trigger, so be sure to set this item.
・When setting up a Zoom meeting, set "Date", "Start Time", and "Meeting Duration" in the following formats.
Date → 2024-11-11
Start Time → 13:00
Meeting Duration → 90
You will need the Airtable URL when setting up Yoom, so please keep this screen open!
Return to Yoom and proceed with the settings.
Read the following setup method and scroll to proceed.
Set up to activate the flow.
・Trigger activation time: Please set it.
・Base ID: Obtain and set from the Airtable URL
・Table ID: Obtain and set from the Airtable URL
・Field name for Created Time: Display the pull-down next to the "Created Time" item set in Airtable to get the details screen, then obtain and set from there
Once all settings are complete, click "Test".
When the test is successful, a screen like the one below will appear, and you will add the items obtained in the test to the output.
Click "+ Add value to obtain" in the "Output" section.
Then a screen like the one below will appear, and you will add the necessary items for future settings to the output.
Click the "+" next to the item name to add it to the right side of the screen.
Once all necessary items are added, press the "Add" button at the bottom right to complete.
Once you press complete, you will return to the original screen.
Check the output section, and the items you added earlier will be displayed, so press "Save" to complete.
※ For more about output, please see here.
Let's set up each action.
First, set up Zoom's "Create Meeting".
When you click the action, a screen like the one below will appear, so please check the settings.
・"Title" → Can be changed as needed
・"Account information to link with Zoom" → Check if the account is correct
・"Action" → Create Meeting
Proceed with the screen to set the details.
・Email Address: The email address of the account creating the meeting
・Topic: Set as desired. You can also set using output as shown in the image.
・Date: Set output
・Start Time: Set output
・Meeting Duration: Set output
Click "Test", and if successful, click "Save" to complete.
Next, set up Outlook's "Send Email".
When you click the action, a screen like the one below will appear, so please check the settings.
・"Title" → Can be changed as needed
・"Account information to link with Outlook" → Check if the account is correct
Scroll to proceed with the screen and set the "Email Content".
Set the standard content and use output for the variable parts.
Click Next to check the content of the email that will actually be sent.
In reality, the output will be displayed as text, and an email like the one below will be sent!
Click "Test", and if successful, click "Save" to complete.
Finally, set up Airtable's "Update Record".
When you click the action, a screen like the one below will appear, so please check the settings.
・"Title" → Can be changed as needed
・"Account information to link with Airtable" → Check if the account is correct
・"Action" → Update Record
Click "Next" to proceed.
Read the notes and scroll to proceed.
Enter the same "Base ID" and "Table ID" as set in the trigger here.
Additionally, "Record ID" is required, so enter the output of "Record ID" obtained in the "Register Record" trigger.
Proceed further to set the "Field Information".
Since we created columns in Airtable where we can add the Meeting ID and invitation link, we will add values there.
・Field Name: Display the pull-down next to each item name of "Meeting ID" and "Invitation Link" set in Airtable to get the details screen, then obtain and set from there
・Value: Add the output for each "Meeting ID" and "Invitation Link"
Finally, execute "Test" and click "Save" to complete.
Finally, click "Turn on Trigger" to complete the automation setup.
Make sure the flow bot is activated correctly.
Thank you for setting up!
There are many other examples of automation using Airtable at Yoom, so here are a few.
1.Add business card information to Airtable when updated in Sansan
This is a flow bot that automatically registers business card information in Airtable when it is registered in Sansan.
By avoiding manual transcription, you can maintain the accuracy of shared information and facilitate smooth business operations.
2.Register events in Google Calendar using information recorded in Airtable
The next flow bot introduced is a flow that can register events recorded in Airtable into Google Calendar. If meetings and other events are automatically registered in Google Calendar, it might streamline schedule management within the team.
3.Send Contracts from Airtable via CloudSign
The last flowbot introduced is one that creates a contract based on the information registered in Airtable and sends it via CloudSign. By using a Chrome extension, you can initiate the flow from the details page in Airtable.
By leveraging the integration of Airtable, Zoom, and Outlook, you can significantly improve the speed of lead response. Utilizing this automation can enhance the speed from lead registration to initial contact, allowing you to respond while customer interest is high, which can lead to increased deal acquisition and success rates. It also promises to streamline business processes, making it a valuable tool for those looking to maximize their sales team's performance.
Experience the positive changes in your actual operations by utilizing Yoom for automation!
.avif)
.png)
.avif)
