If you manage user information with Google Sheets and Zoom, the more users you have, the more effort it takes to input data. In this article, we will introduce how to set up "automatically adding users to Zoom when a row is added in Google Sheets." By utilizing this automation, you should be able to save the trouble of user registration and prevent forgetting or missing additions.
Even beginners in programming can easily set it up, so if you are interested in automation flows, please read to the end!
Recommended for
Those who use Google Sheets and Zoom
Those who are considering streamlining operations by integrating Google Sheets and Zoom
Those who want to reduce human error by integrating Google Sheets and Zoom
Those who want to reduce the effort of user registration by integrating Google Sheets and Zoom
For those who want to try it immediately
In this article, we will introduce how to integrate 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 from the template below, so please give it a try!
Add a user to Zoom when a row is added in Google Sheets.
How to Create a Workflow Connecting Google Sheets and Zoom
This time, we will introduce how to set up the following template: "Add a user to Zoom when a row is added in Google Sheets." By using this template, you can conveniently automate the process without setting it up from scratch.
The process consists of only 3 steps, so you can set it up in 10-15 minutes.
Set up a flow bot that triggers when a row is added
Set up the action to add a user
Set up the action to update the record
If you are not using Yoom, please register for free here. If you are already using Yoom, please log in.
How to Connect Google Sheets and Zoom with Yoom
Register Google Sheets and Zoom as My Apps in Yoom. By registering My Apps first, subsequent automation settings become easier.
First, let's register Google Sheets as a My App. Click "My Apps" → "+ Add" on the left side of the Yoom screen. Search for Google Sheets from "Search by App Name" or find it from the app list.
You will be redirected to the following screen, so please log in to Google Sheets.
Next, register Zoom as a My App, but refer to the Yoom Help Page for instructions.
If Google Sheets and Zoom are displayed in your My Apps section, you are all set.
How to Add a User to Zoom When a Row is Added in Google Sheets
To set up automation, click "Try it" on the banner below.
Read the following screen display and click "OK".
Add a user to Zoom when a row is added in Google Sheets.
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".
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
Once you move to the following screen, check the setup method.
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.
"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".
Next, set up Zoom by clicking "Add User".
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
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".
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
Scroll and click "Database Integration". Read the description and make the settings.
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.
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".
Finally, click "Turn on Trigger" to complete the automation setup!
Add a user to Zoom when a row is added in Google Sheets.
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.
Automatically send follow-up emails by retrieving addresses from Google Sheets after the Zoom meeting ends.
■Overview This is a flow to send an email after retrieving data from Google Sheets post-Zoom meeting. By using Yoom, you can easily connect apps without programming.
■Recommended for 1. Those who manage data using Google Sheets ・Those who want to streamline the process of sending follow-up emails to participants after meetings ・Those who want to eliminate the hassle of manually retrieving participant addresses and sending emails
2. Companies or organizations that hold online meetings using Zoom ・Those who want to automate the sending of follow-up emails for online meetings ・Those who want to conduct follow-ups quickly and reliably after meetings
■Notes ・Please connect both Zoom and Google Sheets with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
This is a flow to create a meeting in Zoom and send the meeting information to the other party via email when a lead is registered in Google Spreadsheet.
■Overview The "Translate posts made on Google Chat and add to Google Spreadsheet" flow streamlines team communication and supports international operations. By automatically translating exchanges on Google Chat into English and recording them in a specified Google Spreadsheet, it significantly reduces the effort of information sharing. In today's business environment that demands multilingual support, it enables smooth collaboration.
■Recommended for ・Team leaders who regularly use Google Chat and need to translate information into English ・Representatives of global companies where communication in multiple languages is required ・Business administrators who spend time on manual translation and input into spreadsheets ・Owners of small and medium-sized enterprises aiming for efficient information sharing and data management ・IT personnel who wish to improve business processes through automation
■Notes ・Please link each of Google Chat, Google Spreadsheet, and Yoom. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Integration with Google Chat is only possible with Google Workspace. Please see below for details. https://intercom.help/yoom/ja/articles/6647336
■Overview The "Translate text posted to Microsoft Teams channel to English, reply, and store in Google Spreadsheet" flow is a business workflow that assists in improving team communication efficiency and data management. By automatically translating and replying to interactions on Microsoft Teams and organizing the content in a spreadsheet, centralized information management becomes possible.
■Recommended for ・Team leaders who use Microsoft Teams daily and need multilingual support ・Project managers who want to organize and share communication content ・IT personnel managing data using Google Spreadsheets ・Executives aiming to improve work efficiency through process automation ・Business users who want to smoothly integrate Microsoft Teams and Google Spreadsheet
■Notes ・Please integrate both Microsoft Teams and Google Spreadsheet with Yoom. ・Trigger intervals can be set at 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and you may fail authentication if you are not subscribed to the general business plan.
■Overview The 'When a specific labeled email is received in Gmail, translate it into English and add it to Google Sheets' workflow is a business workflow that streamlines email management and data organization. Processing a large volume of emails daily can be challenging, but by assigning specific labels, necessary information can automatically be translated into English and written to Google Sheets. This enables accurate data management while reducing manual effort.
■Recommended for - Business users who want to efficiently manage emails received in Gmail - Individuals who want to organize received emails in languages other than English through automatic translation - Team leaders who want to centralize data management using Google Sheets - Office personnel who spend time on manual data entry - Company executives who want to promote business automation and improve productivity
■Notes - Please connect Gmail and Google Sheets respectively with Yoom. - Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the minimum activation interval may differ depending on the plan.
■Overview This is a flow to automatically send follow-up emails in Outlook after a Zoom webinar ends. By using Yoom, you can easily connect apps without programming.
■Recommended for 1. Companies or individuals using Zoom webinars ・Those who manually send follow-up emails to participants after the webinar ends but feel it is time-consuming and labor-intensive ・Those who want to automate follow-up emails to participants and efficiently conduct aftercare
2. Companies or individuals using Outlook ・Those who send and receive emails daily in Outlook and wish to automate follow-up emails ・Those who want to quickly send follow-up emails after a webinar and easily respond to participants
■Notes ・Please connect Yoom with both Zoom and Outlook. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
■Overview This is a flow to send an email after retrieving data from Google Sheets post-Zoom meeting. By using Yoom, you can easily connect apps without programming.
■Recommended for 1. Those who manage data using Google Sheets ・Those who want to streamline the process of sending follow-up emails to participants after meetings ・Those who want to eliminate the hassle of manually retrieving participant addresses and sending emails
2. Companies or organizations that hold online meetings using Zoom ・Those who want to automate the sending of follow-up emails for online meetings ・Those who want to conduct follow-ups quickly and reliably after meetings
■Notes ・Please connect both Zoom and Google Sheets with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
■Overview This is a flow to automatically send follow-up emails via Gmail after a Zoom webinar ends. By using Yoom, you can easily connect apps without the need for programming.
■Recommended for 1. Those who frequently host webinars on Zoom ・Those who want to ensure follow-up emails are sent to participants after the webinar ends but find manual work cumbersome ・Those who want to send follow-up emails to webinar participants quickly and efficiently
2. Those who use Gmail as a primary means of communication ・Those who use Gmail daily and want to improve work efficiency by automating template emails ・Those who want to avoid the hassle of sending individual emails to all participants
■Notes ・Please connect both Zoom and Gmail with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
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.
When a business card is registered in Sansan, add it as a registrant to the Zoom webinar.
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.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
Having transitioned from a career in child welfare to working as a writer, I am currently blogging for Yoom. I am continually amazed by the efficiency improvements Yoom enables and am eager to share this excitement with others to contribute to society. I will be sharing insights on app integrations and automation that even someone like me, with zero programming knowledge, can accomplish.
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