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"It's such a hassle to manually set up Zoom meetings after lead registration..."
"Even though the deal is progressing, I ended up postponing the meeting setup again..."
Don't you want to resolve these frustrations?
By integrating Salesforce and Zoom, you can automate lead responses and sales activities.
For example, after registering a new lead in Salesforce, a Zoom meeting can be created and an email can be sent!
Additionally, you can create Zoom meetings according to the progress of the deal stage.
<span class="mark-yellow">Eliminate the hassle of manual setup and sharing, and respond more quickly!</span>
The automation we introduce this time can be easily set up with no code!
Since you only need to set up the automation once, the barrier to introduction is low.
Now, we will introduce the detailed setup method, so please stay with us until the end.
By using Yoom, you can easily integrate Salesforce and Zoom with no code.
Yoom provides templates for integrating Salesforce and Zoom in advance, so you can achieve integration immediately by simply registering, even without API knowledge.
By integrating the APIs of Salesforce and Zoom, you can automatically link Salesforce data to Zoom!
You can experience the integration of Salesforce and Zoom immediately by simply clicking "Try it out" on the automation example you're interested in and registering an account.
Registration takes just 30 seconds, so feel free to give it a try!
This flow is recommended for those who want to link the initial meeting setup on Zoom when registering a new customer as a lead, or for those managing webinar or event application information in Salesforce and want to automatically send Zoom links.
This flow is recommended for those who want to prevent missed follow-ups by quickly setting up meetings automatically according to the progress of the opportunity, or for those who want to reduce task management and improve work efficiency.
Let's get started by creating a flow that integrates Salesforce and Zoom!
This time, we will proceed with the integration of Salesforce and Zoom using Yoom without any coding. If you do not have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
This time, we will create a flow bot that creates a meeting in Zoom and sends a notification email when a lead is registered in Salesforce!
The creation process can be broadly divided as follows:
Click "Add" from "My Apps" in the left menu of the Yoom screen.
Enter the name of the app to connect in the search box.
When you search for Salesforce, the login page will appear.
After logging in and granting access, the connection is complete!
For detailed registration methods, please check here.
Salesforce is an app for users of the Team Plan and Success Plan. Please note that using it with the Free Plan or Mini Plan will result in errors in Flowbot operations and data connection.
Paid plans like the Team Plan and Success Plan offer a 2-week free trial. During the free trial period, you can try Salesforce, which is usually restricted, without any issues. Take this opportunity to experience various features!
When you search for Zoom (OAuth), the new registration screen will appear.
Enter the "Client ID" and "Client secret" to complete the connection!
For detailed registration methods, please check here.
Next, copy the template to be used this time.
When the template is copied to "My Project", a screen like this will be displayed.
Open the copied template from "My Project" in the menu on the left.
(※ If you set it immediately after copying the template, you do not need to open the template. If you interrupt the setting, open it from "My Project" and resume!)
Click "When a new record is registered in the lead object".
Enter the necessary parts.
"Title": Can be changed as needed
"Account information connected to Salesforce": Check if it is correct
"Trigger action": Select "When a new record is registered in the lead object"
Select the "Trigger interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
If you want to create a meeting on Zoom quickly, set it at a shorter interval!
※ Please note that the selection content of the trigger interval differs depending on the plan.
Enter "My Domain URL".
Check the annotation in the red frame and make the settings.
After entering, press "Test".
If the test is successful, the retrieved value will be displayed.
It will be the necessary information for the linkage setting, so check it and click "Save".
(Actually, specific values are displayed next to the items.)
※ For a detailed explanation of the retrieved value, please check here.
Click "Operate Database".
Enter the necessary parts.
"Title": Can be changed as needed
"Account information linked with Salesforce": Check if it is correct
"Action": Select "Retrieve Record"
Enter "My Domain URL" and "Object API Name".
※ If you do not know the object API name, please check here.
Enter "Search Conditions".
Select using the dropdown and retrieved value.
【How to use the retrieved value】
① Click the input field to display the retrieved value
② Click "When a new record is registered in the lead object"
③ Select "Lead ID"
After entering, press "Test", and if the test is successful, the retrieved value will be displayed.
(Actually, specific values are displayed next to the items, so check them.)
Click "Create Meeting".
Enter the necessary parts.
"Title": Can be changed as needed
"Linked Account": Check if it is correct
"Action": Select "Create Meeting"
First, enter "Email Address", "Topic", and "Password".
It is recommended to set the topic using the retrieved values!
The "Meeting Description" can also be easily set using the retrieved values, just like the topic.
The "Start Date and Time" can be selected from the date field.
On the template, it is set to "12:00 the next day", but you can also choose options like "End of this month" or "Beginning of next month", so change it as needed.
Finally, after entering "Time Zone" and "Meeting Duration", press "Test".
(※ The time zone is an optional field, so you don't have to enter it!)
If the test is successful, the retrieved data will be displayed.
After checking the displayed content, click "Save".
Just a little more to complete the setup!
Click "Send Email".
Set up the "Email Content" to be sent.
For the recipient (To), in this case set as below.
※ For detailed email sending settings, please check here.
The "Subject" and "Body" can also be easily entered using the retrieved values!
Press "Next" to display the email sending content.
Check the content, and if there are no issues, press "Test".
If the "Test" is successful, click "Save".
Finally, click "Turn on Trigger" to complete the automation settings.
Check if the flow bot is operating correctly.
Thank you for your hard work on the setup!
The above is the integration procedure to create a meeting in Zoom and notify by email when a lead is registered in Salesforce!
This time, we introduced how to integrate data from Salesforce to Zoom, but if you want to integrate data from Zoom to Salesforce, please also use the following template.
This flow is recommended for those who manually enter webinar participant data into Salesforce or want to measure the effectiveness of webinar events in Salesforce.
This flow is recommended for those who want to send follow-up emails after attending a webinar, or who are concerned about missed emails or transcription errors when sending emails.
It is possible to automate various tasks using Salesforce and Zoom APIs.
If you find something interesting, please give it a try!
Automatic storage and record updates in Salesforce are possible.
By integrating with other tools, you can also automate notifications and email sending, enabling smooth communication within the team and with customers.
You can automate the creation of Zoom meetings, transcription, saving of recorded data, and registration of participant information to other tools.
Additionally, notification tasks can also be automated, allowing you to streamline the entire process from setting up Zoom meetings to post-meeting tasks.
The integration of Salesforce and Zoom can eliminate the hassle and errors in sales operations.
<span class="mark-yellow">In particular, the automation that triggers a new lead registration in Salesforce to set up a Zoom meeting and send it via email can improve response speed and accuracy!</span>
Additionally, the automation that schedules Zoom meetings automatically according to the deal stage should allow for smooth sales activities.
Furthermore, the reverse integration from Zoom to Salesforce is also possible, ensuring follow-ups after webinars.
If you are considering implementation or want to try it out, please create a free account from here.
Registration takes only 30 seconds, so you can quickly register during your work!
We highly recommend it to those who want to easily implement automation without coding.
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