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"Creating a Zoom meeting link at the last minute again..."
"Manually creating meetings is such a hassle..."
Haven't we all felt this way at least once?
When overwhelmed with daily tasks, creating Zoom meetings tends to be put on the back burner.
If you could automate these tasks, you could reduce the hassle of creating meetings.
For example, you can create Zoom meetings from HubSpot form contents or generate meeting URLs from database contents.
This way, the often-forgotten task of creating meetings is automated, and human errors can be prevented.
The automation we introduce this time can be set up using templates, allowing you to implement automation with minimal configuration.
Let automation handle meeting creation and lighten your load a bit.
Yoom offers templates to automate workflows using Zoom! If you want to try it right away, click the banner below to get started!
There are various ways to automatically write and transfer data to Zoom. Here are some methods we've picked out for you to check out!
By clicking "Try it out" on the automation example you're interested in and registering an account, you can immediately experience automatic writing and transferring to Zoom. Registration takes just 30 seconds, so feel free to give it a try!
This flow automatically creates Zoom meetings based on form information.
It streamlines the manual meeting creation process and prevents human errors such as input mistakes!
Starting with data from your database/CRM services, you can add registrants to webinars or create meeting URLs in Zoom. By using the information sourced from your database/CRM services for registration, you can maintain data accuracy and proceed with your tasks quickly and efficiently!
This flow automatically creates a meeting in Zoom starting from the data in the chat tool.
By eliminating the hassle of manually setting up meetings and sharing links, you can enhance team collaboration more efficiently!
Let's get started by creating a flow that automatically notifies Zoom data! This time, we will proceed with the setup using Yoom without any coding, so if you do not have a Yoom account yet, please issue an account from this registration form.
[What is Yoom]
This time, we will create a flow bot that creates a Zoom meeting based on the contents of a HubSpot form!
The creation process is broadly divided into the following steps.
1. How to Register with HubSpot
As shown in the screen below, click on My Apps → Add, and search for HubSpot.
The screen below will be displayed, so if you have an account, click "Sign in to your HubSpot account".
Enter your email address and click "to the next".
Next, enter your password.
Once entered, click "Log In".
This completes the HubSpot My App integration!
2. How to Register with Zoom
Similarly, click "Add" and search for Zoom. Refer to
this article to enter the Client ID and Client Secret.
Once entered, click "Add" to proceed.
When the screen below appears, click "Allow".
This completes the Zoom My App integration!
Now, let's start creating the flow!
There is a template available for easy setup, so let's copy it first.
Log in to Yoom and click "Try it" on the banner below.
Click "OK" to complete the copy.
First, set up the "When the form is submitted" item in the HubSpot icon.
The items on the screen below are pre-configured.
Once you confirm that the trigger action is set to "Form Submitted," proceed to the next page!
You can choose the trigger timing from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
We recommend using the shortest interval available in your plan!
Note: The shortest trigger interval you can set varies depending on your plan, so please be aware of this.
Please click within the frame to select a form ID from the displayed options.
Next, open the HubSpot screen and submit "Meeting Name," "Start Date and Time," and "Meeting Duration" using a HubSpot form for testing purposes. (It's okay to use fictional information for testing!)
Once you've set this up, return to the Yoom screen from earlier.
Click "Test," and if the test is successful, the retrieved value will be obtained.
If the retrieved value is correctly obtained, click "Save."
Note: For reference on the retrieved value, please check here.
Now, click on the "Create meeting" item in the Zoom icon to set it up.
The page below is also pre-configured!
Once you confirm that the action is set to "Create meeting," proceed to the next page.
Please manually set the email address by checking the annotation outside the frame.
The topic is set as shown in the image below.
By setting it this way, when new information is submitted in the HubSpot form, you can automatically retrieve the "Company Name" and reference it in the Zoom topic!
"Start Date and Time" and "Meeting Duration" are also pre-configured.
Let's proceed as is.
Run the test, and if it is successful, save the settings.
Once you've set everything up, click "Turn on Trigger."
This completes the setup for the flow "Create a Zoom meeting based on HubSpot form content"!
Let's run the flow immediately and confirm that it starts correctly.
Besides the flow introduced this time, you can automatically save to Dropbox when a Zoom meeting ends.
You can also automatically register with Zoom based on information from Salesforce or Google Calendar!
By using Zoom's API, you can automate various tasks, so if there's anything you're interested in, please give it a try!
To handle the task of creating Zoom meetings more smartly, an automation flow can be highly effective.
<span class="mark-yellow">By automatically creating meetings in Zoom based on form responses and database content, you can prevent omissions and errors.</span>
Additionally, you can automatically create Zoom meetings from the content of chat tools like Slack and Microsoft Teams, eliminating the need to access Zoom directly.
This automation is especially recommended for those who often postpone tasks because they are always busy.
If you are interested in automation using Yoom, please create a free account from here.
Registration is simple and can be completed in about 30 seconds, so you can set it up during your work!
Take this opportunity to try the templates and reduce the time spent on tedious tasks!
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