・
Are you spending too much time manually entering participant information from Zoom into Salesforce?
Even if you want to integrate Zoom with Salesforce, you might feel that "the setup seems difficult" or "I might need an engineer's help," which can make it hard to take the first step.
In such cases, we recommend using the no-code tool Yoom for data integration!
With Yoom, you can easily build a flow to automatically register Zoom webinar participant information into Salesforce without any specialized knowledge.
We also introduce templates that can be used in sales and marketing, so if you want to "increase work efficiency" or "prevent input errors," please read to the end.
By using Yoom, you can easily integrate Zoom and Salesforce without any code.
Yoom provides templates for integrating Zoom and Salesforce in advance, so you can achieve integration immediately just by registering, even without API knowledge.
■Overview
The flow "Register participant information as leads in Salesforce after a Zoom webinar ends" is a business workflow that automatically links participant data to Salesforce after a webinar, streamlining the preparation for sales activities.
It eliminates the need for manual data entry and enables efficient lead management.
■Recommended for
■Benefits of using this template
Are you finding the lead registration process after a Zoom webinar cumbersome?
This flow automatically registers the data of Zoom webinar registrants as leads in Salesforce, reducing the effort of manual entry and allowing for more effective use of time.
It also prevents registration errors and improves data accuracy.
You can expedite sales activities and avoid missing follow-up opportunities.
By integrating the APIs of Zoom and Salesforce, you can automatically link Zoom data to Salesforce!
For example, you can automatically perform data integration like the following without manual intervention.
If you are manually adding Zoom webinar participant information to Salesforce, try this template.
Especially when a large number of participants are expected, you can significantly reduce administrative tasks and save a lot of time.
■Overview
The flow "Register participant information as leads in Salesforce after a Zoom webinar ends" is a business workflow that automatically links participant data to Salesforce after a webinar, streamlining the preparation for sales activities.
It eliminates the need for manual data entry and enables efficient lead management.
■Recommended for
■Benefits of using this template
Are you finding the lead registration process after a Zoom webinar cumbersome?
This flow automatically registers the data of Zoom webinar registrants as leads in Salesforce, reducing the effort of manual entry and allowing for more effective use of time.
It also prevents registration errors and improves data accuracy.
You can expedite sales activities and avoid missing follow-up opportunities.
By automatically sending template emails, it is possible to reduce errors such as missed sends.
If you can notify via email immediately after the webinar ends, it seems likely to enhance the trust from customers.
■Overview
The workflow "Register participant information as leads in Salesforce and send follow-up emails after the Zoom webinar ends" streamlines post-webinar follow-up tasks. By implementing this workflow, you can smoothly manage leads and follow-ups after webinars, supporting business growth.
■Recommended for
■Benefits of using this template
Manually registering participant information in Salesforce and sending follow-up emails after a Zoom webinar is time-consuming and labor-intensive. By utilizing Yoom, participant information is automatically registered in Salesforce after the Zoom webinar ends, eliminating the need for manual input. Additionally, follow-up emails are automatically sent simultaneously with lead registration, enabling prompt responses. Automation helps prevent human errors common with manual input and allows for centralized management of participant data, among other benefits.
Only information not registered as leads in Salesforce can be added, allowing for highly accurate lead information management.
■Overview
The flow "Verify Zoom Webinar Participants and Register Unregistered Information as Leads in Salesforce" is a business workflow that leverages the integration of Zoom and Salesforce.
By automatically importing webinar participant data into Salesforce, it eliminates the need for manual data entry and enhances the accuracy of lead management.
This improves the efficiency of marketing and sales activities.
■Recommended for
■Benefits of Using This Template
Manually entering Zoom webinar participant information into Salesforce is time-consuming.
It also takes time to verify whether the information has been registered.
By utilizing this flow to automate the registration of information from Zoom to Salesforce, you can reduce the burden of manual work.
Additionally, by ensuring that unregistered information is captured as leads, you are less likely to miss business opportunities.
The integration of Salesforce and Zoom centralizes data management and facilitates smooth follow-up activities.
Let's dive right in and create a flow that integrates Zoom and Salesforce!
This time, we'll use Yoom to proceed with the integration of Zoom and Salesforce without any coding.
If you don't have a Yoom account yet, you can register here to create an account.
[What is Yoom]
This time, we will create a flow bot that "registers participant information as leads in Salesforce when a Zoom webinar ends."
The creation process is broadly divided into the following steps.
■Overview
The flow "Register participant information as leads in Salesforce after a Zoom webinar ends" is a business workflow that automatically links participant data to Salesforce after a webinar, streamlining the preparation for sales activities.
It eliminates the need for manual data entry and enables efficient lead management.
■Recommended for
■Benefits of using this template
Are you finding the lead registration process after a Zoom webinar cumbersome?
This flow automatically registers the data of Zoom webinar registrants as leads in Salesforce, reducing the effort of manual entry and allowing for more effective use of time.
It also prevents registration errors and improves data accuracy.
You can expedite sales activities and avoid missing follow-up opportunities.
Before setting up the flow bot, let's integrate Yoom with each app.
Once logged into Yoom, select My Apps and click on Add.
Use the search bar to find and select Zoom (OAuth) from the list of apps.
Enter the Client ID and Client Secret.
For detailed instructions on registering My Apps with Zoom, please check here.
You have now registered My Apps with Zoom.
Note: Salesforce is an app available with some paid plans.
For free and mini plans, operations and data connections set in the flow bot will result in errors.
Paid plans offer a 2-week free trial, during which you can use restricted apps.
Before integrating with Yoom, some settings are required on the Salesforce side.
Check the method for registering My Apps with Salesforce here.
Then, as before, click on My Apps → Add.
Use the search bar to find and select Salesforce from the list of apps.
Enter your email address and password to log in.
After logging in, click "Allow" on the access confirmation screen to complete the registration.
You have now registered My Apps with Salesforce.
Next, let's copy a template from Yoom!
While it's possible to create a flow bot from scratch in Yoom, we introduce a method using templates for easier setup.
Click on the banner below.
■Overview
The flow "Register participant information as leads in Salesforce after a Zoom webinar ends" is a business workflow that automatically links participant data to Salesforce after a webinar, streamlining the preparation for sales activities.
It eliminates the need for manual data entry and enables efficient lead management.
■Recommended for
■Benefits of using this template
Are you finding the lead registration process after a Zoom webinar cumbersome?
This flow automatically registers the data of Zoom webinar registrants as leads in Salesforce, reducing the effort of manual entry and allowing for more effective use of time.
It also prevents registration errors and improves data accuracy.
You can expedite sales activities and avoid missing follow-up opportunities.
Let's select "Try this template".
Please select "OK".
Now you have copied the template.
The copied template is saved in My Projects.
Once the preparations are complete, let's set up the flowbot!
Click on "After meeting ends" in the copied template.
The title is entered when copied, but you can change it.
Check the account information connected to Zoom.
Ensure that the trigger action "When a meeting ends" is selected, and click Next.
Set the trigger interval to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest interval you can set depends on your plan, so make sure to check that.
The trigger interval is the time to check whether the trigger action (when the meeting ends) is executed at the set time.
It is generally recommended to set it to the shortest interval for your plan.
Enter your email address by checking the annotations.
Once set, execute the Zoom trigger action (when a meeting ends), and click Test.
If the test is successful, you can obtain Zoom meeting information as retrieved value. (In practice, detailed values such as IDs will be reflected in the image below.)
Once done, save it.
Next, click on "Get list of webinar registrants".
The title can be changed!
Check that the linked account and the action "Get webinar registrants" is selected, and click Next.
By using the retrieved value from the Zoom trigger (After meeting ends), you can save the trouble of manually setting values each time.
If you enter without using the retrieved value, you will repeatedly obtain registrant information for the same webinar, so be sure to use the retrieved value!
For more information on retrieved value, refer to here.
Set the webinar ID from the retrieved value.
After setting, click Test.
Once you have obtained the Zoom webinar registrant information as retrieved value, save it.
▼Notes
・To use the "Repeat process" operation, you need a Team Plan or Success Plan. It will result in an error with the Free Plan or Mini Plan, so please be careful.
・Paid plans come with a 2-week free trial, and features that are restricted can be used during the trial period.
This item is set when the template is copied, but make sure there are no errors in the content.
Then click on "Command Operation".
By setting this, you can repeatedly obtain information registered in the webinar.
Select the webinar information you want to add to the Salesforce record here.
Select "Get list of webinar registrants" for the operation, and select the retrieved value from the dropdown.
You can set up to 15 items in total, so if you want to add more items, you can increase them from "Add Value".
Once set, save it.
This is the final setting item!
Click on "Operate on Database".
The title can be changed.
Check that the account information linked with Salesforce and the action is "Add Record".
Check the annotations for the My Domain URL and enter it.
Select the object API name from the options for the object to add records to.
After setting, click Next.
Select the values for the new records from the retrieved value of the command operation.
Once entered, execute the test.
If you can add information to the Salesforce record, save it, turn on the trigger, and check the operation.
Now the flowbot setup is complete!
This time, we introduced how to link data from Zoom to Salesforce, but you can also link data from Salesforce to Zoom!
Please also use the template below.
You can automate the process of creating meetings and notifying information by email, saving you time!
Recommended for sales teams looking to reduce administrative tasks.
■Overview
This is a flow where a meeting is created in Zoom and the meeting information is sent to the other party via email when a lead is registered in Salesforce.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who use Salesforce
・Those who centrally manage lead information
2. Those who hold meetings with leads via Zoom
・Those who manually create meetings and share information
■Benefits of using this template
If you feel that creating Zoom meetings and sending meeting information via email to leads involves many steps and is cumbersome, this flow can help.
Additionally, using multiple tools can take time for each task, potentially reducing work efficiency.
In this flow, when a lead is registered in Salesforce, a meeting is created in Zoom, and the meeting information is sent via email.
You can automate the creation of Zoom meetings and the sending of meeting information via email with just Salesforce operations, improving work efficiency.
You can also reduce the number of steps involved with leads, thereby reducing the risk of errors.
■Notes
・Please integrate Yoom with both Salesforce and Zoom.
・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.
・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 set in the flow bot 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.
By automatically creating meetings based on Salesforce opportunity stage information, you can expect to prevent mistakes and omissions.
Utilize this template to prevent human error and enhance trust from your customers.
■Overview
The flow "Automatically schedule a Zoom meeting when the Salesforce opportunity stage reaches a specific phase" is a business workflow designed to streamline the sales process.
By automatically setting up meetings using integration with Zoom when an opportunity advances to a certain stage, it reduces the workload on the sales team and enables prompt responses.
This is expected to speed up sales activities and improve the quality of customer interactions.
■Recommended for
■Benefits of using this template
Setting up meetings based on Salesforce opportunity stages can be time-consuming.
Additionally, doing it manually may decrease operational efficiency.
By utilizing this flow, Zoom meetings are automatically scheduled in response to changes in opportunity stages, eliminating the need for manual setup.
Consistent timing for meeting setups allows for standardization and quality improvement in sales activities.
Automatic scheduling enables quick meeting setups aligned with opportunity progress, leading to improved customer satisfaction.
In addition to integration with Salesforce, you can automate various tasks by utilizing Zoom's API. If any of these pique your interest, please feel free to give them a try!
You can automatically summarize meeting content and notify chat tools of recording URLs. It is also possible to create meetings in Zoom based on information received in forms, making it a recommended option for those who want to automate the meeting setup flow.
■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.
■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
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
■Benefits of Using This Template
■Overview
This is a flow that notifies the recording URL to Slack once a meeting on Zoom has ended.
With this flow, you can smoothly share recordings intended for the entire team without any omissions.
You can freely arrange the notification destination and message.
■Notes
・It is necessary to link accounts with each app and Yoom.
・Please note that an error will occur if the meeting was not recorded.
◼️Overview
After a meeting ends on Zoom, the meeting content is automatically transcribed and the transcription data is saved to Notion.
Please change the settings of each action as needed.
◼️Notes
・It is necessary to link accounts with both Zoom and Notion through Yoom.
・Please note that if a meeting is not recorded, it will result in an error.
・AI operations are only available with the Team Plan and Success Plan. For the Free Plan and Mini Plan, the operation of the set flowbot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
You can notify chat tools with Salesforce report information or automatically send emails from lead information.
Business card data can be automatically added to Salesforce, which seems to save the effort of manual entry.
■Overview
This is a flow to create a payment link from Salesforce to Stripe and send it via email.
By using Yoom, you can easily connect apps without programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Salesforce.
■Recommended for
1. Those who use Salesforce for customer and sales management
・Those who want to efficiently handle billing tasks and quickly complete payments
2. Those who use Stripe for payment processing
・Those who want to automate the process of generating payment links directly from Salesforce and sending them to customers
■Benefits of using this template
By utilizing an automated flow that creates a payment link from Salesforce to Stripe and sends it via email, you can eliminate the manual effort of generating links and sending emails.
This improves operational efficiency and enables quicker response to customers.
Additionally, reducing manual errors enhances reliability for customers.
In particular, speeding up and ensuring accuracy in billing tasks contributes to improved cash flow and supports smooth business operations overall.
■Notes
・Please integrate Yoom with both Salesforce and Stripe.
・Stripe and Salesforce are apps available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the Flowbot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. You can use restricted apps during the free trial period.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
■Overview
This is a flow that updates Salesforce records when a row is updated in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers who manage shared sheets and share information
・HR personnel who share sheets with multiple offices to share employee information
2. Companies managing deals with Salesforce
・Those who manage and share progress for each project within the team
・Sales managers who oversee all internal projects
■Benefits of using this template
Google Sheets helps to smoothly accumulate and share information, facilitating business operations.
However, manually entering updates in both Google Sheets and Salesforce is inefficient and time-consuming.
This flow is suitable for those who want to reflect updates without spending time.
By referencing updates in Google Sheets to edit Salesforce information, it prevents manual errors and saves effort.
■Notes
・Please integrate both Google Sheets and Salesforce with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are usually restricted.
◼️Overview
Integrate Salesforce with Gmail and use Yoom's Chrome extension to launch Yoom's Flowbot with one click from the Salesforce lead information page, automatically sending template emails via Gmail.
Feel free to modify the content of the template emails as needed.
You can also send attachments such as service documents.
◼️Notes
・Please integrate your Gmail and Salesforce accounts with Yoom for use.
・Please install and use Yoom's Chrome extension.
・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 set in Flowbot will result in errors, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
■Overview
When you upload a business card image to the input form, necessary information is automatically extracted from the business card using OCR and stored in the Salesforce lead object.
This can be utilized when registering business card information collected from exhibitions or events into Salesforce.
Business card images taken with a smartphone or similar device can be used without any issues.
■Setup Method
1. Set up a form to collect business card data. Configure the items you want to extract with the "Read text from business card data" action.
2. Automatically store the read data in the Salesforce lead object with the "Add lead information" action.
■Notes
・Please prepare the business card data.
・Integration settings between Salesforce and Yoom are required.
・Available with Yoom's team plan or higher.
・AI operations are features available only in the team plan and success plan. In the case of the free plan or mini plan, the operation of the configured flow bot will result in an error, so please be careful.
・Paid plans such as the team plan and success plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
For those who feel that integrating Zoom and Salesforce seems difficult, Yoom provides a clear solution.
Even without programming knowledge, you can easily get started using templates, which is a great advantage.
Why not reduce tedious manual tasks and work more smartly? First, register for Yoom for free and bring your "wants" to life!
