To integrate Salesforce with Zoom, create a meeting in Zoom when a lead is registered in Salesforce and send the meeting information to the other party via email.

When creating Zoom meetings and sending meeting information emails for new leads, it can take time to handle multiple steps, so sales representatives and support staff may want to allocate more preparation time for meetings than they currently do. By integrating Salesforce and Zoom through Yoom, you can automatically create Zoom meetings based on lead information registered in Salesforce and automatically send emails to the other party. This allows you to streamline the process from meeting creation to email sending, saving time and allowing you to allocate freed-up resources to other important tasks. This article explains how to set up an automated flow that creates a Zoom meeting and sends meeting information via email when a lead is registered in Salesforce, as well as the benefits of implementing it. By incorporating this into your operations, you can improve work speed and reduce the burden on staff, so please take a look.

Recommended for

Those who are using Salesforce and Zoom separately
Sales representatives who want to increase the speed of lead response
Those who feel burdened by manually setting up meetings and sending emails
IT administrators aiming to prevent human error and improve operational efficiency

Benefits and Examples of Integrating Salesforce and Zoom

1. Improved Response Speed

By implementing this automated flow, a Zoom meeting is automatically created after registering a lead in Salesforce, and an email is automatically sent to the other party, eliminating time lags during work and improving response speed. For example, when a sales representative acquires a new lead, they can quickly create a Zoom meeting and send an email after registering the lead information, allowing negotiations and inquiries to proceed smoothly. Quick responses in sales activities can be a significant advantage in building relationships with customers.

2. Reduction of Manual Work

By simply registering lead information in Salesforce, you can set up Zoom meetings and send emails, minimizing manual work for staff. For example, sales support staff previously needed to check lead information in Salesforce, create meetings on Zoom, and send emails manually. Automating such routine tasks can eliminate manual work, allowing sales representatives and support teams to focus on other tasks, potentially increasing the overall productivity of the team.

3. Prevention of Human Error

When creating meetings and sending emails manually, there is a possibility of human errors such as incorrect links or delayed sending. If Zoom meetings are automatically created by reflecting Salesforce lead information, manual work can be minimized, preventing such errors in advance. Additionally, since the process from lead registration to email sending can be completed consistently, work can be completed without delays. Automation improves the accuracy of information, which can also enhance the quality of customer service.

Now, let's create a flow bot using the template "Create a Zoom meeting and send meeting information via email when a lead is registered in Salesforce".

[What is Yoom]

How to Create a Zoom Meeting and Send Meeting Information via Email When a Lead is Registered in Salesforce

This can be achieved by receiving the lead registration in Salesforce using Salesforce's API, creating invitation codes for the meeting using Zoom's API, and sending meeting information to the other party using Yoom's email function. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.

The work until the flow is completed will proceed as follows.

Integration of Salesforce and Zoom My Apps
Copy the template
Set up Salesforce triggers and Zoom settings, and configure each operation of the subsequent email sending process
Turn on the trigger

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

・Connect Salesforce and Zoom to My Apps

(1) First, connect Salesforce to My Apps.
After logging into your Yoom account, click "My Apps" on the left panel and search for Salesforce from "New Connection".

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(2) The Salesforce app icon will appear, click on it.

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(3) You will be redirected to the Salesforce login screen, enter your "Username" and "Password" and click [Login].
This completes the Salesforce connection.

※ Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in Flowbot will result in errors, so please be careful.
※ Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.

(4) Next, connect the Zoom app.
Select Zoom (OAuth) in the same way as registering Salesforce to My Apps.

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(5) Enter the "Client ID" and "Client secret" of the Zoom you want to connect.
For detailed steps on how to register Zoom (OAuth) to My Apps, please refer to this page.
After entering the information, click [Add].

After clicking, you will be redirected to the My Apps screen of your Yoom account with the two apps added.
This completes the connection of the two apps to your Yoom account.

・Copy the Template

After confirming that the new connection of the target app to your Yoom account is complete, click the icon for "Try this template" in the template below.

The template will be copied, so click the "OK" button.

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Move to the "My Projects" screen of your Yoom account and check the template content.

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There are four setup flows.

・Salesforce Trigger Settings

(1) First, set the Salesforce app trigger.

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From "My Projects" on the left side of your Yoom account screen, click "【Copy】Create a meeting in Zoom when a lead is registered in Salesforce and send the meeting information to the other party via email".

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After clicking, the template content will be displayed as shown in the screen below.

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(2) Click on "When a new record is registered in the lead object" as the trigger.

(3) Enter the account information to be linked and click [Next].

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(4) Enter the "Trigger Activation Interval" on the next screen.
Select any of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes for the "Trigger Activation Interval".
*Note that the trigger activation interval varies depending on the plan.

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(5) For "My Domain URL", go to "Settings > My Domain" in Salesforce and enter the domain information such as "yoom.my.salesforce.com" listed in the current [My Domain] URL.

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(6) After entering, click [Test], and if there are no problems, click [Save].
In this step, you can obtain information as output as shown below.
The output information can be quoted and utilized in the subsequent steps, as noted in "This value can be used in other operations."

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(7) Next, click on the second action "Retrieve Record".

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(8) On the next screen, confirm that the account information to be linked is entered, and enter the information according to the annotation in "Database Integration".
After entering information in "My Domain URL", click the input bar for "Object API Reference Name" to quote information based on the URL.
Select information from 'Candidates' or enter information arbitrarily, then click [Add].

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(9) On the next screen, set up to retrieve record information from the database.
As an example, specify 'Lead ID (Id)' for "Conditions for the record you want to retrieve", set the condition to 'Equal', and set the information that matches the condition to 'Lead ID' (utilizing output).

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(10) After entering, click [Test], and if there are no problems, click [Save].

・Zoom Settings

(1) Next, click on the third action "Create Meeting".

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(2) Enter the information of the account to be linked and click [Next].

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(3) On the next screen, enter the information corresponding to items such as "Email Address" and "Topic".
As shown in the screen below, you can quote the output obtained from the previous step.
(As an example, the email address information from the first step is quoted.)

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(4) For items such as "Date", click the input bar to quote the output.
Quote the custom items of the date and time set in advance.
(The image below is an example.)

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(5) After entering information in the required fields, click [Test], and if there are no problems, click [Save].

・Email Settings

(1) Finally, click on the third action "Send Email".

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(2) By setting "Send Email" from Yoom in this process, emails will be sent from 'no-reply@yoom.fun'.
Make sure that 【Yoom】 is set in 'App'.
For how to set "Send Email", please also check this page.

(3) In the "To" of the email content, utilize the output obtained from the previous step.
(The following quotes the output 【Email Address】 obtained in the first action.)

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(4) In the "Body", enter the message to the recipient to whom you want to send the email.
In this flow, since you want to send a meeting invitation link to the recipient, include 'Invitation Link', 'Meeting ID', and 'Passcode' in the "Body".
As shown in the image below, utilize the output obtained in the previous step.

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Click "+ Add Attachment" to attach any file.
Set it according to your operation.

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(5) After entering the information, click [Next].

(6) You can check the content of the email you created on the next screen.
If there are no problems with the content, click [Test], and then click [Save].
This completes the setup.

・Turn on Trigger

By clicking "Turn on Trigger" in the red frame part of the screen below, the flow bot will start automatically.

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Here is the template used this time

Other Automation Examples Using Salesforce and Zoom

There are other examples of automation using Salesforce and Zoom on Yoom, so here are a few.

Register a Meeting in Zoom When Activity Information (Activity) is Registered in Salesforce

This flow automatically registers a meeting in Zoom when activity information (activity) is registered in the activity fields of Salesforce's opportunity or account objects.
By registering a planned activity in Salesforce, a meeting schedule is automatically registered in Zoom, eliminating the need for double entry.

Create a Zoom meeting when a lead is registered in Salesforce and send the meeting information to the client via Gmail

For each lead registered in Salesforce, you can automatically create a meeting in Zoom and automatically send the generated link via Gmail.
By automating a series of tasks related to meeting setup, you can reduce the time it takes to set up meetings and improve customer satisfaction.

Create a Zoom meeting and send meeting details via Outlook when a lead is registered in Salesforce

This flow is recommended for those who consolidate information in Salesforce.
The entire process from lead registration to sending meeting details is completed automatically, reducing manual work. This allows you to allocate the saved time to prepare for the meeting.

Summary

By integrating Salesforce and Zoom into your daily operations, you can expect improved response times to leads.
Additionally, you can benefit from reduced manual work for staff and prevention of human errors.
Improving the work process will allow for thorough preparation for business meetings.
You will be able to present more refined content to leads, which can also enhance the company's productivity.

Please take advantage of Yoom to experience automation through app integration.