How to Automatically Add Users to Zoom When User Information is Registered in Google Sheets

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Once you move to the following screen, check the "Title" and "Description".
If you want to change them, you can do so from the following page.
First, set up Google Sheets by clicking "When a row is added".

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Move to the following screen and check the settings.

• "Title" → Can be changed if necessary
• "Account information linked with Google Sheets" → Check if correct
• "Trigger action" → When a row is added
  

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Once you move to the following screen, check the setup method.

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Move to the Google Sheets screen and enter user information for testing.
As an example, it was set as follows.

Return to the Yoom screen and scroll to make the following settings.

• "Trigger interval" → Select from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes
• "Spreadsheet ID", "Sheet ID" → Select from candidates or read the description and enter
• "Table range (start)" → In this case, A
• "Table range (end)" → In this case, E
  ※ Specify the alphabet of the column where the items end
• "Column with unique values" → Specify a column where values do not duplicate within the column
  ※ Ensure there is a column with unique values. It may not work correctly if values are duplicated. In this case, the last name column A was specified.
  Set which column to specify as you like.

Click "Test" → "Test Successful" → "Save".

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Next, set up Zoom by clicking "Add User".

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Move to the following screen and check the settings.

• "Title" → Can be changed if necessary
• "Account information linked with Zoom (OAuth)" → Check if correct
• "Action" → Add User

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Once you move to the following screen, check the precautions.

Scroll and set "Email Address" and "User Type".
Use the output from Google Sheets to set the items.
※ You can use the output from Google Sheets by clicking the red frame.
{{Email Address}}← The output will be displayed like this.

Enter any other necessary items.
Click "Test" → "Test Successful" → "Save".

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Next, set up Google Sheets by clicking "Update Record".
Move to the following screen and check the settings.

• "Title" → Can be changed if necessary
• "Account information linked with Google Sheets" → Check if correct
• "Execution action" → Update Record
  

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Scroll and click "Database Integration".
Read the description and make the settings.

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The following screen will be displayed, so set the "Conditions for the record you want to update".
Here, use the unique value entered at the trigger point to search for the target record.
As an example, it was entered as follows.

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Scroll and read the description to set the "Value of the record after update".
Since the user ID obtained from Zoom will be updated, use Zoom's output for "User ID".
Click "Test" → "Test Successful" → "Save".

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Finally, click "Turn on Trigger" to complete the automation setup!

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Other Automation Examples Using Google Sheets and Zoom

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Google Sheets and Zoom.
All of these can be used with simple settings, so if you find something interesting, please give it a try!

Other Automation Examples with Google Sheets and Zoom

You can retrieve data from Google Sheets and send an email after a Zoom meeting ends, or create a meeting in Zoom when a row is added.
Furthermore, when a lead is registered in Google Sheets, you can create a meeting in Zoom and send the meeting information to the other party via email.

Automation Example Using Google Sheets

Translate the received content into English and add it to Google Sheets

By automating translation and writing to Google Sheets, you can reduce working time.

Register Customer Information When a Row is Added in Google Sheets

By registering customer information from Google Sheets, manual input errors can be reduced, enhancing the efficiency and accuracy of operations.

Create and Send Documents When a Row is Updated in Google Sheets

Every time a row is updated, documents can be automatically created and sent, allowing for quicker responses to clients.

Automation Example Using Zoom

Automatically send follow-up emails after a Zoom webinar ends

By automatically sending follow-up emails after a Zoom webinar ends, you can quickly and effectively follow up with participants.

Add to Zoom Webinar as a Registrant Upon Registration

When new information is registered, it should be automatically added as a Zoom webinar registrant using that information, which can help prevent transcription errors.

Notify the Recording URL After the Zoom Meeting Ends

You can seamlessly share the recording with the entire team without any omissions.

Benefits of Integrating Google Sheets with Zoom

Benefit 1: Centralized User Addition

Synchronizing user information entered in Google Sheets with Zoom involves entering data twice, which can be cumbersome.
By implementing Yoom's app integration, you can automatically add user information entered in Google Sheets to Zoom, potentially eliminating the hassle of double entry.
This is especially recommended if you manage members using Google Sheets and always use Zoom as your meeting tool, as it centralizes management.

Benefit 2: Prevent Forgetting or Omitting User Additions

Automatically adding user information from Google Sheets to Zoom should help prevent forgetting or omitting user additions.
As a result, even if you forget to add users to Zoom, they will be added automatically, ensuring smooth meetings.
Manual entry of user information may lead to omissions, but automation helps prevent such situations.

Summary

In this article, we introduced how to set up automation to "add users to Zoom when a row is added in Google Sheets."
By integrating Google Sheets with Zoom, user addition tasks can be automated, potentially reducing effort and work time!

Please also try the Google Sheets and Zoom templates introduced in "Other Automation Examples."
If you want to try operating Yoom yourself, please register for free here.