GoogleカレンダーとZoomの連携イメージ
How to Connect Google Calendar to Zoom: Automate Scheduling and Meeting Setup
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GoogleカレンダーとZoomの連携イメージ
Flowbot Usecases

2025-07-08

How to Connect Google Calendar to Zoom: Automate Scheduling and Meeting Setup

y.matsumoto
y.matsumoto

Are you spending time lots of time adjusting your schedule in Google Calendar, then opening Zoom to issue a new meeting URL to your participants? This can be a huge, time-consuming issue for many busy workers as they try to balance their priorities with their commitments. You’re not alone! But it’s essential to get meeting URL issuance right, otherwise you risk delayed meeting starts and wasted opportunities.

Manual settings are cumbersome and prone to errors, which can potentially disrupt your focus at work. In this article, we’ll introduce you to a smart solution, with specific steps to fully automate the creation of schedules and the sharing of Zoom meeting URLs by connecting your Google Calendar to Zoom.

You can start easily without any coding knowledge, so even beginners can solve the problem, starting today!

✔️ For Those Who Want to Try It Out Quickly

Yoom offers a template that automates "creating Google Calendar events and creating/sharing Zoom meetings.
If you're interested, click the banner below to check the template details.


■Overview
The flow "When an event is created in Google Calendar, automatically create a meeting in Zoom and add the meeting URL to the event" is a business workflow that streamlines meeting setup.
As remote work increases, it is important to quickly and reliably share Zoom meeting information.
By utilizing this workflow, a Zoom meeting is automatically created and the participation link is added to the event details simply by adding an event to Google Calendar.
This eliminates the need for manual setup work and allows for smooth meeting preparation.


■Recommended for

  • Business users who frequently use Google Calendar and Zoom meetings
  • Team leaders looking to automate repetitive meeting setup tasks to improve work efficiency
  • IT personnel in companies who want to facilitate smooth meeting operations in a remote work environment

■Benefits of using this template

  • Time-saving: By automatically generating Zoom meetings just by adding events to Google Calendar, you can reduce the time spent on setup.
  • Error prevention: Prevents mistakes and omissions when manually sharing meeting links, ensuring that all participants receive the link.
  • Consistent operation: Eliminates the hassle of setting up meetings with the same procedure each time, standardizing business workflows.

🙌 Various Ways to Automate the Integration of Google Calendar and Zoom

By integrating Google Calendar and Zoom, you can streamline various tasks related to meeting setup.
Below are some practical examples to get you started. So, find a template that suits you and try automating it today!

Automatically Create Zoom Meetings When Scheduling in Google Calendar

First, let's introduce the basic integration method. When an event is created in Google Calendar, a Zoom meeting is automatically created at the same time. This eliminates the need to manually set up meetings on each platform separately, significantly reducing the time spent on scheduling.
Additionally, the URL of the Zoom meeting is automatically added to the event details in Google Calendar, saving you the hassle of sharing it.


■Overview

With this flow, you can create a Zoom meeting whenever an event is created in Google Calendar. This automation reduces the hassle of setting up meetings and allows you to use your time more effectively.
By using Yoom, you can easily connect apps without the need for programming.

■Recommended for

  • Business professionals who frequently use Google Calendar and Zoom
  • Those who want to automate schedule management and online meeting setup tasks
  • IT personnel at companies looking to improve operational efficiency and reduce manual tasks
  • Leaders who want to reduce the time spent on team meeting setups

■Benefits of using this template

  • Time-saving
    ・A Zoom meeting is automatically created just by adding an event to Google Calendar, reducing the time spent on setup.
  • Error prevention
    ・Prevents omissions and errors in meeting links due to manual settings, ensuring meetings are scheduled accurately.
  • Consistent operation
    ・Zoom meetings are created in a uniform format for all events, maintaining operational consistency.

■Overview
The flow "When an event is created in Google Calendar, automatically create a meeting in Zoom and add the meeting URL to the event" is a business workflow that streamlines meeting setup.
As remote work increases, it is important to quickly and reliably share Zoom meeting information.
By utilizing this workflow, a Zoom meeting is automatically created and the participation link is added to the event details simply by adding an event to Google Calendar.
This eliminates the need for manual setup work and allows for smooth meeting preparation.


■Recommended for

  • Business users who frequently use Google Calendar and Zoom meetings
  • Team leaders looking to automate repetitive meeting setup tasks to improve work efficiency
  • IT personnel in companies who want to facilitate smooth meeting operations in a remote work environment

■Benefits of using this template

  • Time-saving: By automatically generating Zoom meetings just by adding events to Google Calendar, you can reduce the time spent on setup.
  • Error prevention: Prevents mistakes and omissions when manually sharing meeting links, ensuring that all participants receive the link.
  • Consistent operation: Eliminates the hassle of setting up meetings with the same procedure each time, standardizing business workflows.

Automatically Create Zoom Meetings When Creating Google Calendar Events Under Specific Conditions

It’s possible to automate the creation of Zoom meetings more flexibly, based on the information included in your Google Calendar (such as title, participants, time, etc.), and only when specific conditions are met.
For example, you can create Zoom meetings only for events that include the keyword "internal meeting" or execute it only when specific participants are included, preventing unnecessary meeting creation and achieving smarter operations.


■Overview

By using the workflow "Create a Zoom meeting when an event matching specific conditions is created in Google Calendar," you can easily create Zoom meetings based on events in Google Calendar.
This makes meeting setup and management more efficient.

■Recommended for

  • Those who manage schedules using Google Calendar
  • Those who find it cumbersome to manually set up Zoom meetings when creating events that meet specific conditions in Google Calendar
  • Those who want to quickly complete the setup of online meetings
  • Those who work remotely and frequently need online meetings
  • Those who want to streamline daily tasks by using automation tools
  • Those who want to quickly adjust dates and create events

■Benefits of using this template

By integrating Google Calendar with Zoom, you can quickly set up meetings.
This reduces the hassle of creating events and improves work efficiency.
Starting meetings smoothly will enhance the productivity of the entire team, ultimately accelerating project progress.

Additionally, it becomes easier to confirm and adjust schedules, facilitating smooth communication among members.
By reducing the time spent on setting up Zoom meetings, you can focus on other important tasks.

Create a Zoom Meeting When Scheduling an Event in Google Calendar and Notify Participants Via Email

In addition to creating a Zoom meeting, it’s also possible to automatically notify participants of the meeting information via email.

This is useful when you want to send an email with detailed meeting information or an agenda, separate from the Google Calendar invitation feature, allowing you to smoothly deliver information to participants while preventing any sharing omissions of the meeting URL.


■Overview

The workflow "Create a Zoom meeting and send an email when an event is created in Google Calendar" reduces the hassle of setting up meetings and notifications.
By integrating Google Calendar and Zoom, smooth schedule management is achieved.

■Recommended for

  • Those who manage their schedules using Google Calendar
  • Those who want to quickly set up Zoom meetings and notify everyone in the organization
  • Those who find it cumbersome to manually create Zoom meetings each time
  • Those who want to ensure the meeting participation link is shared without fail
  • Those who want to efficiently manage project or team meeting schedules
  • Those who use both Google Calendar and Zoom and want to integrate them

■Benefits of using this template

By integrating Google Calendar and Zoom, you can manage meeting schedules more smoothly.
Implementing this flow eliminates the need to manually email the details of each meeting.
Notifications are automatically sent via email, ensuring that even sudden meeting setups are communicated to all relevant parties.

Additionally, being able to quickly check meeting links and details reduces wasted time and allows for efficient work progress.
Especially in today's world where remote work is prevalent, managing online meeting schedules is extremely important, and this flow alleviates that burden.

Create Events in Google Calendar and Zoom Based on Form or Email Content

It’s also possible to automate event registration in Google Calendar and Zoom meeting creation using tools outside Google Calendar.

For example, integrating automatic meeting setup based on the content from inquiry or reservation forms, or specific emails could be used in a whole range of scenarios including reception work and customer support.


■Overview

By using the workflow "Create events in Google Calendar and Zoom based on email content," you can easily register schedules by extracting schedule information from emails.
It can reduce manual input in Google Calendar and Zoom, leading to more efficient time management.

■Recommended for

  • Those who receive many schedule notifications daily using email services like Gmail for work
  • Those who find it burdensome to manually register received schedule information into Google Calendar each time
  • Those who use Zoom for meetings and conferences
  • Those who want to reduce the hassle of creating schedules and proceed with scheduling and meeting setup quickly
  • Those who want to utilize Google Calendar and Zoom in an integrated manner
  • Those who want to efficiently manage multiple appointment information centrally

■Benefits of using this template

Manually transcribing scheduled or meeting information received via email into Google Calendar or Zoom can be surprisingly labor-intensive.
The appeal of this flow is that it can automatically register extracted schedule and meeting information from received emails into the calendar and Zoom.
This allows for speedy schedule management and reduces errors such as missed or duplicate registrations.
Additionally, by eliminating the need for manual input, you can reduce the time and effort required for schedule registration, making it easier to focus on other important tasks.


■Overview

Using the workflow "Create events in Google Calendar and Zoom based on form content" makes event creation easy.
The content of the form is automatically reflected in Google Calendar and Zoom, improving work efficiency.

■Recommended for

  • Those who manage their schedule using Google Calendar
  • Those who frequently hold meetings or conferences on Zoom
  • Those who want to eliminate the hassle of manually creating events in the calendar or Zoom
  • Those who want to efficiently adjust meeting schedules
  • Those who want to set up meetings or conferences quickly
  • Managers or team leaders who want to centrally manage the schedules of multiple members

■Benefits of using this template

By integrating Google Calendar and Zoom, you can quickly create events based on the content of the form.
This reduces the time required to create events and enables efficient schedule management.

Additionally, as manual input work decreases, input errors can be prevented, allowing for accurate schedule management.
As a result, work efficiency is improved, and you can increase the time to focus on other important tasks.
Furthermore, consistent information sharing through integration enhances communication and collaboration within the team.

🚀 Let's Create a Flow to Automatically Schedule Zoom Meetings When Creating Events in Google Calendar

In this example, we’ll introduce the process of creating a flow to ensure that when an event is created in Google Calendar, a Zoom meeting is automatically scheduled, and the meeting URL is added to the event. By simply adding an event to Google Calendar, a convenient flow is created where everything from creating a Zoom meeting to appending the URL to the calendar is done automatically.

If you don’t have a Yoom account, please sign up using this registration form.

What is Yoom?

Here, we’ll create your account using the standard process:

  • Link Google Calendar and Zoom accounts to Yoom
  • Copy the template
  • Set the trigger (Google Calendar event creation) and actions (Zoom meeting creation, calendar event update)
  • Enable and test the flow

■Overview
The flow "When an event is created in Google Calendar, automatically create a meeting in Zoom and add the meeting URL to the event" is a business workflow that streamlines meeting setup.
As remote work increases, it is important to quickly and reliably share Zoom meeting information.
By utilizing this workflow, a Zoom meeting is automatically created and the participation link is added to the event details simply by adding an event to Google Calendar.
This eliminates the need for manual setup work and allows for smooth meeting preparation.


■Recommended for

  • Business users who frequently use Google Calendar and Zoom meetings
  • Team leaders looking to automate repetitive meeting setup tasks to improve work efficiency
  • IT personnel in companies who want to facilitate smooth meeting operations in a remote work environment

■Benefits of using this template

  • Time-saving: By automatically generating Zoom meetings just by adding events to Google Calendar, you can reduce the time spent on setup.
  • Error prevention: Prevents mistakes and omissions when manually sharing meeting links, ensuring that all participants receive the link.
  • Consistent operation: Eliminates the hassle of setting up meetings with the same procedure each time, standardizing business workflows.

Step 1: Integrating Google Calendar and Zoom with My App

1. How to Register Google Calendar

Click the "+ Add" button from the My App screen.
Search for Google Calendar in the search box.

When the following screen appears, click "Sign in with Google".
Next, select the account you want to integrate.

Click "Next".

Click "Continue".

Google Calendar registration with My App is now complete!

2. How to Register Zoom

Similarly, click "+ New Connection" and search for Zoom.

Enter the client ID, client secret, and secret token.

📚 Reference:
For more details on how to find the Client Secret, and Secret Token for Zoom, refer to this help page.

Once entered, click "Add" to proceed to the next step.

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When the following screen appears, click "Allow".

Zoom integration with My App is now complete!

Step 2: Copy the Template

Now, we’ll walk through the procedure for creating the flow.
We’ve prepared a template to easily set the flow up for you.
Once you’re logged into Yoom, click "Try it" on the banner below.


■Overview
The flow "When an event is created in Google Calendar, automatically create a meeting in Zoom and add the meeting URL to the event" is a business workflow that streamlines meeting setup.
As remote work increases, it is important to quickly and reliably share Zoom meeting information.
By utilizing this workflow, a Zoom meeting is automatically created and the participation link is added to the event details simply by adding an event to Google Calendar.
This eliminates the need for manual setup work and allows for smooth meeting preparation.


■Recommended for

  • Business users who frequently use Google Calendar and Zoom meetings
  • Team leaders looking to automate repetitive meeting setup tasks to improve work efficiency
  • IT personnel in companies who want to facilitate smooth meeting operations in a remote work environment

■Benefits of using this template

  • Time-saving: By automatically generating Zoom meetings just by adding events to Google Calendar, you can reduce the time spent on setup.
  • Error prevention: Prevents mistakes and omissions when manually sharing meeting links, ensuring that all participants receive the link.
  • Consistent operation: Eliminates the hassle of setting up meetings with the same procedure each time, standardizing business workflows.

When the following screen is displayed, press "OK" to start the setup!

Step 3: Set the Trigger to Activate When an Event is Created in Google Calendar

First, set the item "When an event is created".

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The next page is set by default.
Make sure the trigger action is set to "When an event is created" and proceed to the next page.
You can then modify the title to something easier to understand.

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The trigger activation timing can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
It’s generally recommended to set it to the shortest activation interval of your plan.

⚠️ Note:
The trigger interval varies depending on your Yoom plan. Be sure to check your current plan’s limit.

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For the calendar ID, select the calendar you want to use from the options.

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Then, set the type and search keywords as desired. (If not needed, it’s okay to skip this step.)

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Once the settings are complete, create a tentative event in Google Calendar and click "Test" at the bottom of the screen.
As shown in the image below, the information from Google Calendar is retrieved. Once you’re confident that this is correct, press “Save” in the settings.

📚 Reference:
For more details on retrieved values and how to set it up, see the guide here.

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Step 4: Extract Data

Next, click on the item "Extract data from text".

⚠️ Note:
The AI Data Extraction used in this Flowbot is only available in Yoom's certain plans. If you're using the Free or Plus plan, the Flowbot may face errors due to limited access. But don't worry - all plans have a 2-week free trial! You can try all features without restrictions. For more details on Yoom and its plans, visit our Yoom Help Center.

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You can freely change the title. If you want to change the number of text characters, click the "Change" button.

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The following screen will be displayed, so set the maximum number of characters according to your needs.

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Here, we’ve set it up so that the "Meeting duration (minutes)" can be automatically obtained from the start and end times of meetings registered in the Google Calendar.

The target text has already been set as shown in the screen below.

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The items you want to extract are set by default, so proceed as is.

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Once confirmed, click the "Save" button after running the test.

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Step 5: Create a Meeting in Zoom

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The next page is set by default.
Make sure the action is set to "Create Meeting" before you proceed.

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Then manually enter the email address of the Zoom account you want to use.

The topic is set as shown in the screen below.
By setting it this way, you can automatically retrieve and quote the event title from the newly registered event in Google Calendar.

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The meeting description and start date, and time are also set, so please double-check them too.

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The meeting time is set from the "Extract data from text" tab.
This is already set, so just confirm it.

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After running the test, click the "Save" button.

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Step 6: Update the Event in Google Calendar

Next, click "Update Event" on the Google Calendar icon.

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This page is also set, so once you confirm that the action is to "Update Event", click "Next".

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Then select the calendar ID from the options.

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The event ID is set as shown in the screen below, so you can leave this as it is too.

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The event title, start date and time, and end time are already set.

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The Zoom invitation link that was automatically created earlier is set to be pasted into the event description.

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Once you’ve confirmed all the above settings, run the test.
If the test is successful, click the "Save" button.

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Step 7: Turn the Trigger ON

Once the setup is complete, click "Turn on the trigger" at the top right of the screen.

This completes the setup for the flow "When an event is created in Google Calendar, automatically create a Zoom meeting and add the meeting URL to the event".
Try creating a new event in Google Calendar and check if a Zoom meeting is automatically created and the URL is added to the event.

💡 Other Automation Template Examples Using Google Calendar and Zoom

Google Calendar and Zoom play a central role in many tasks.
Here are just some of the other automation templates that use Google Calendar and Zoom.

Convenient Automation Examples Using Google Calendar

By automating schedule notifications and event registrations, you can reduce sharing errors and tedious tasks, improving the overall efficiency of the team!<span class="mark-yellow">

For example, by simply selecting templates like "Notify Slack when an event is created" or "Add an event based on form content", you can start integration without any hassle.


■Overview

The workflow "Create events in Google Calendar based on Notion information" automates the task of creating events.
You can create events in Google Calendar with one click, linked with data on Notion.

■Recommended for

  • Those who use Notion to organize and manage information
  • Those who want to quickly grasp daily schedules
  • Those who want to improve work efficiency by integrating multiple tools
  • Those who manage schedules using Google Calendar
  • Those who find manual event entry cumbersome
  • Those who want to facilitate smooth information sharing within a team

■Benefits of using this template

By integrating Notion with Google Calendar, you can quickly check task and event information.
Using this flow makes task management more efficient and can lead to improved outcomes.

Additionally, the exchange of information between individual systems becomes seamless, making schedule management easier.
Information sharing among members is also promoted, which will enhance overall work efficiency.
This prevents overlooking important tasks and ensures smooth project progress.


■Overview

This flow creates an event in Google Calendar from form information and sends documents or links via Gmail.
It is a business workflow that facilitates smooth schedule management and information sharing in daily operations.

■Recommended for

  • Those who find schedule management cumbersome
    • Those who manage many regular events or meetings and want to manage schedules efficiently
  • Those who want to utilize form functions in their business
    • Team leaders or administrative staff who want to effectively use information gathered through forms and quickly share it with stakeholders
  • Those who use Google Calendar and Gmail regularly
    • Companies looking to automate business processes by integrating tools
  • Those who share documents via PDF or send links in bulk
    • Those aiming to streamline information transmission tasks and achieve unified information management

■Benefits of using this template

By utilizing this flow, information entered into the form is automatically added as an event in Google Calendar, and related documents or links can be sent to stakeholders via Gmail all at once. This eliminates the need for manual schedule entry and document distribution, enabling efficient business operations.
Additionally, since documents and links can be shared in bulk, it is expected to prevent information transmission errors that occur due to manual work.
By integrating tools like Google Calendar and Gmail, which are regularly used in business, it enhances the consistency and accuracy of tasks.


■Overview

The workflow "Add events created in Google Calendar to Google Sheets" streamlines schedule management.
By managing Google Calendar information as data, it becomes easier to search past records.

■Recommended for

  • Those who use Google Calendar for schedule management
  • Those who want to keep track of daily events and manage them in a spreadsheet
  • Those who want to share schedules with a team and respond quickly
  • Those who want to regularly reflect Google Calendar information in a spreadsheet
  • Those who find manual data entry cumbersome
  • Those who want to prevent missed appointments and input errors, and manage schedules efficiently

■Benefits of using this template

By linking Google Calendar and Google Sheets, adding events becomes smoother. This supports efficient schedule management and planned business execution.
Additionally, since events are automatically added to Google Sheets, cumbersome manual input tasks are eliminated, reducing the burden.

Furthermore, being able to check multiple events at once makes information sharing among members easier, strengthening the collaboration of the entire team.
Using this system increases work efficiency and provides more time to focus on other important tasks, thereby improving productivity.


■Overview

The "Notify Slack when an event is created in Google Calendar" flow is a business workflow that streamlines schedule management and team communication.

■Who should use this template

  • Teams that use Google Calendar and Slack on a daily basis
  • Business professionals who want to automate schedule sharing and notifications
  • Managers and team leaders looking to improve information sharing efficiency
  • Those who spend time on manual notification tasks

■Benefits of using this template

  • Faster schedule sharing: Events in Google Calendar are automatically notified in Slack, allowing you to smoothly keep up with the latest information.
  • Prevention of information sharing omissions: Eliminates the need for manual sharing, preventing information leaks due to human error.
  • Improved communication efficiency: Receiving schedule notifications on Slack makes it easier to coordinate with other tasks.

■Overview

The "Notify Discord when an event is created in Google Calendar" workflow is helpful for sharing schedules.
Once an event is created, notifications are automatically sent, making it effective for information sharing among team members.

■Recommended for

  • Those who manage their schedules with Google Calendar
  • Those who want to quickly check information on schedule changes or additions
  • Those looking to streamline task management and project progress
  • Those who use Discord as a communication tool
  • Those who want to instantly share Google Calendar schedules with team members
  • Those who find manual notification management cumbersome and are considering automation to prevent oversights

■Benefits of using this template

By integrating Google Calendar with Discord, schedule sharing becomes smoother.
This makes it easier to immediately grasp changes or new events, preventing delays in response.
Due to the integration, notifications are delivered quickly, ensuring more reliable schedule management.
This allows for swift responses to schedule changes and strengthens information sharing among members.
As a result, overall work efficiency improves, enabling smoother project progress.

Convenient Automation Examples Using Zoom

By automating tasks related to Zoom, you can efficiently handle everything from saving recorded data to issuing meeting URLs and notifying participants.

There are lots of different templates available for various purposes, such as "Save recordings to Dropbox after the meeting" and "Create a Zoom meeting upon form submission," allowing you to quickly apply them to your work to enhance efficiency and effectiveness.


■Overview

The "Create and Notify Zoom Meetings Based on Jotform Responses" workflow is a business workflow that smoothly handles everything from form input to the automatic setup of Zoom meetings.
Based on the information collected through Jotform during event registration or meeting scheduling, Zoom meetings are automatically generated and promptly notified to participants.
This enables efficient meeting management without hassle.

■Recommended for

  • Those who want to streamline meeting management by integrating Jotform and Zoom
  • Organizers who want to automatically set up Zoom meetings from event or seminar registrations
  • Business professionals who want to quickly create Zoom meetings based on form input
  • Team leaders who do not want to spend time on manual meeting setup
  • Marketing personnel who want to utilize data from entry forms for automatic notifications

■Benefits of Using This Template

Since Zoom meetings are automatically created and notified based on Jotform responses, it eliminates the hassle of manual meeting creation and notifications.  
From meeting creation to participant notification, everything is done automatically based on form responses, preventing information leaks and errors.
Automation prevents human errors in meeting creation and notification, enabling accurate meeting management.


■Overview
The "Automatically Save Zoom Meeting Recordings to Dropbox After Meeting Ends" workflow leverages the integration between Zoom and Dropbox to streamline the management of meeting recordings.
After the meeting ends, the recording data is automatically saved to Dropbox, reducing the need for manual transfer tasks and easing data management.

■Recommended for

  • Business professionals who frequently use Zoom and want to efficiently manage meeting recordings
  • Team leaders who spend a lot of time saving and sharing recording data
  • Companies that already use Dropbox and want to enhance integration with other tools
  • Administrators who want to automate post-meeting data organization to improve work efficiency
  • Individuals who wish to reduce manual data saving tasks and focus on more creative work

■Benefits of Using This Template

  • Time-saving through automation: After a Zoom meeting ends, the recording data is automatically saved to Dropbox, eliminating the need for manual transfer tasks.
  • Centralized data management: Integration with Dropbox allows you to consolidate recording data in one place, making it easily accessible when needed.
  • Reduction of errors: Provides a system that prevents mistakes from manual operations and ensures data is securely saved.
  • Improved efficiency in information sharing among teams: Automatic saving of recording data enables efficient information sharing with team members.

■Overview

The flow "Register participant information as contacts in HubSpot after a Zoom webinar ends" is a business workflow that automates post-webinar data management.
By utilizing Yoom, you can seamlessly integrate participant information gathered from Zoom into HubSpot, enabling hassle-free contact management.
This enhances the efficiency of marketing activities and follow-ups.

■Recommended for

  • Marketing professionals who regularly host Zoom webinars
  • Sales teams using HubSpot for customer management
  • Companies looking to efficiently manage webinar participant information
  • Administrative staff spending time on manual data entry

■Benefits of using this template

Since participant information is automatically registered as contacts in HubSpot after a Zoom webinar ends, it eliminates the need for manual data entry.
With Zoom webinar participant data consolidated in HubSpot, customer management becomes more efficient.
Automation helps prevent human errors in customer management and improves the accuracy of information.


■Overview

This is a flow to select a meeting partner from Salesforce and create a Zoom meeting URL.

By using Yoom, you can easily connect apps without programming.

■Recommended for

1. Those who use Salesforce for customer management and sales activities

・Those who manage customer information in Salesforce but struggle with scheduling meetings

・Those who want to streamline meeting setup and facilitate smooth communication with customers

2. Those who use Zoom as a communication tool

・Those who hold meetings regularly on Zoom and want to easily create and share meeting URLs

■Benefits of using this template

By integrating Salesforce and Zoom, meeting setup can be done smoothly.
With this flow, you can automatically create a Zoom meeting URL just by selecting a meeting partner from Salesforce.
This reduces the preparation time for meetings and enables efficient schedule management.

Additionally, since there is no need to manually create URLs, the risk of human error is reduced.
By achieving quick and accurate meeting setup, team productivity is improved, allowing more time to focus on core tasks.

■Notes

・Please integrate Yoom with both Salesforce and Zoom.

・For instructions on setting up triggers using the Chrome extension, please refer to here.

・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.


■Overview

This is a flow to create a Zoom meeting when information is submitted via Google Forms.

■Recommended for

1. Those who use Google Forms for business

・Those who use Google Forms as a tool for information gathering

2. Those who host meetings on Zoom

・Those who want to streamline manual operations on Zoom

■Benefits of using this template

When creating a Zoom meeting, if you need to manually register and input information collected via Google Forms, it may feel time-consuming and cumbersome.

By utilizing [Create a Zoom meeting when information is submitted via Google Forms], you can automatically create Zoom meetings and streamline manual input tasks.
Additionally, it helps prevent human errors such as input mistakes, thereby reducing management workload.

■Notes

・Please integrate both Google Forms and Zoom with Yoom.

・Refer to the following for how to obtain response content when using Google Forms as a trigger.

https://intercom.help/yoom/ja/articles/6807133

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

📖 Summary

In this article, we discussed how to automate the setup of online meetings by integrating Google Calendar with Zoom.

By automating tasks such as issuing and sharing meeting URLs, you can save time and prevent human errors, enabling smoother meeting management and allowing you to dedicate more time to tasks that require deeper focus.

By utilising automation templates like the ones introduced here, anyone can easily start integrating Google Calendar with Zoom without any programming knowledge!
If you find meeting setup to be a hassle, try automation and experience huge improvements in work efficiency.

With Yoom, you can start quickly and easily, so begin automating right away!

With Yoom, you can easily build the kind of collaboration
described here without programming knowledge.
Try Yoom for free
About the Author
y.matsumoto
y.matsumoto
I have previously gained experience in sales and sales administration within the human resources industry. Based on my past experience, I have realized that the challenges faced by various companies can be alleviated through "automation of operations." Through Yoom, I will continue to share information daily to help address your concerns as much as possible.
Tags
Automatic
Automation
Google Calendar
Integration
Zoom