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"Honestly, it's a hassle to manually share participant information after every Zoom webinar ends..."
"I often forget to send the meeting recording URL to the team, and they ask for it later..."
Do you have these concerns? You can solve them by integrating Zoom with Microsoft Teams! By utilizing API integration, you can automatically send Zoom data to Microsoft Teams. For example, you can automatically share participant information when a webinar ends or notify the recording URL of a meeting, preventing information transmission errors without any manual work.
In this article, we will introduce in detail what you can do by integrating Zoom with Microsoft Teams and the specific setup methods. The setup is simple and can be tried immediately, so please experience it for yourself!
By using Yoom, you can easily integrate Zoom and Microsoft Teams without any coding. Yoom provides templates for integrating Zoom and Microsoft Teams in advance, so you can achieve integration immediately just by registering, even without API knowledge.
■Overview
The "Notify Microsoft Teams of Participant Information When a Zoom Webinar Ends" workflow is a business workflow that automatically shares post-webinar participant data with Microsoft Teams. Manually transferring participant information from a Zoom webinar to Microsoft Teams is time-consuming and labor-intensive.
By automatically notifying Microsoft Teams of participant information after the webinar ends, information can be shared smoothly.
This is expected to improve work efficiency and prevent errors.
■Recommended for
■Benefits of Using This Template
Since participant information is automatically notified to Microsoft Teams when a Zoom webinar ends, the hassle of manually transferring information is eliminated.
With participant information from Zoom webinars being notified to Microsoft Teams, quick sharing is possible while maintaining information accuracy.
Automation prevents human errors in manual information transfer, ensuring accurate information sharing.
By integrating the APIs of Zoom and Microsoft Teams, you can automatically transfer Zoom data to Microsoft Teams!
For example, you can automatically perform data transfers like the ones below without any manual intervention.
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience the integration of Zoom and Microsoft Teams. Registration takes just 30 seconds, so feel free to give it a try!
You can automatically notify Microsoft Teams of participant information after a webinar ends, facilitating smooth information sharing.
This flow is recommended for those who want to achieve quick sharing while maintaining information accuracy!
■Overview
The "Notify Microsoft Teams of Participant Information When a Zoom Webinar Ends" workflow is a business workflow that automatically shares post-webinar participant data with Microsoft Teams. Manually transferring participant information from a Zoom webinar to Microsoft Teams is time-consuming and labor-intensive.
By automatically notifying Microsoft Teams of participant information after the webinar ends, information can be shared smoothly.
This is expected to improve work efficiency and prevent errors.
■Recommended for
■Benefits of Using This Template
Since participant information is automatically notified to Microsoft Teams when a Zoom webinar ends, the hassle of manually transferring information is eliminated.
With participant information from Zoom webinars being notified to Microsoft Teams, quick sharing is possible while maintaining information accuracy.
Automation prevents human errors in manual information transfer, ensuring accurate information sharing.
By utilizing this flow, you can seamlessly share recordings with the entire team without any omissions.
■Overview
This flow notifies the recording URL to Microsoft Teams once a Zoom meeting has ended.
With this flow, you can seamlessly share recordings with the entire team without any omissions.
You can freely arrange the notification recipients and message.
■Notes
・Account integration with each app and Zoom is required.
・Please note that an error will occur if the meeting did not have a recording.
・Microsoft365 (formerly Office365) has a personal plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
Now, let's create a flow that integrates Zoom and Microsoft Teams!
We will use Yoom to proceed with the integration of Zoom and Microsoft Teams without any coding. If you do not have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we will create a flow bot that notifies Microsoft Teams with participant information once a Zoom webinar ends!
The creation process is broadly divided into the following steps.
■Overview
The "Notify Microsoft Teams of Participant Information When a Zoom Webinar Ends" workflow is a business workflow that automatically shares post-webinar participant data with Microsoft Teams. Manually transferring participant information from a Zoom webinar to Microsoft Teams is time-consuming and labor-intensive.
By automatically notifying Microsoft Teams of participant information after the webinar ends, information can be shared smoothly.
This is expected to improve work efficiency and prevent errors.
■Recommended for
■Benefits of Using This Template
Since participant information is automatically notified to Microsoft Teams when a Zoom webinar ends, the hassle of manually transferring information is eliminated.
With participant information from Zoom webinars being notified to Microsoft Teams, quick sharing is possible while maintaining information accuracy.
Automation prevents human errors in manual information transfer, ensuring accurate information sharing.
1. How to Register Zoom
Click on "My Apps" in the left column and then click "Add".
A search window will appear, so please search for Zoom.
After entering the Client ID and Client secret, click "Add".
※Reference: For detailed setup instructions, please check How to Register My Apps for Zoom (OAuth).
※Note: The above integration method is within the scope of Zoom's Admin-managed permissions. If you want to integrate within the scope of User-managed permissions, please refer to here.
This completes the integration of My Apps with Zoom!
2. How to Register Microsoft Teams
Return to the My Apps screen and press "New Connection", then enter Microsoft Teams.
The following screen will appear, so if you have a Microsoft Teams account, please log in.
※Note: Microsoft 365 has both personal and business plans, and if you are not subscribed to a business plan, authentication may fail.
This completes the integration of My Apps with Microsoft Teams!
From here, we will explain how to create the flow.
Please copy the template we will use this time from the "Try this template" banner below.
■Overview
The "Notify Microsoft Teams of Participant Information When a Zoom Webinar Ends" workflow is a business workflow that automatically shares post-webinar participant data with Microsoft Teams. Manually transferring participant information from a Zoom webinar to Microsoft Teams is time-consuming and labor-intensive.
By automatically notifying Microsoft Teams of participant information after the webinar ends, information can be shared smoothly.
This is expected to improve work efficiency and prevent errors.
■Recommended for
■Benefits of Using This Template
Since participant information is automatically notified to Microsoft Teams when a Zoom webinar ends, the hassle of manually transferring information is eliminated.
With participant information from Zoom webinars being notified to Microsoft Teams, quick sharing is possible while maintaining information accuracy.
Automation prevents human errors in manual information transfer, ensuring accurate information sharing.
When the template Yoom is copied to the management screen, the following screen will be displayed.
Click "OK" to start setting it up!
First, click on the Zoom icon that says "When meeting ends".
Once you have confirmed that there are no errors in the required fields on the displayed screen, click "Next".
Next, set how many minutes later the trigger will activate.
You can select the trigger interval from the dropdown menu with options of 5 minutes/10 minutes/15 minutes/30 minutes/60 minutes.
Note: The shortest interval varies depending on the plan, so please be careful.
Reference: For detailed explanations of Yoom's plans, please check here.
Enter the email address used with your Zoom account.
Once you have set this up, switch to the Zoom screen and start and end a test meeting.
(Please add some participants to the meeting for the test that follows!)
Now, return to the Yoom screen and click the "Test" button.
If the test is successful, you can retrieve values.
The retrieved values can be utilized in the subsequent settings!
Click "Save" to complete the app trigger.
Reference: For more information about retrieved value, please check here.
Next, click on the Zoom icon that says "Get list of webinar registrants" and set it up.
Once you have confirmed that there are no errors in the required fields on the displayed screen, click "Next".
Enter the user email address by referring to the explanation below the input field.
For the webinar ID, select "Meeting ID" from the retrieved value displayed when you click the input field.
Once the setup is complete, run the test and click "Save".
Next, let's set up the "Generate Text" item.
Clicking on the action allows you to select the number of characters for the text to be generated.
Once set, click "Next"!
The prompt can be set freely, but in this example, it is set as shown in the screen below.
By setting it this way, when a Zoom webinar ends, you can automatically retrieve the "list of last names", "list of first names", and "list of email addresses" of participants and generate text in the format "Last Name First Name: Address"!
Try setting it according to your needs.
Once the setup is complete, run the test and press "Save".
Finally, let's set up the Microsoft Teams icon item "Send message to channel".
Once you have confirmed that there are no errors in the required fields on the displayed screen, click "Next".
For the team ID and channel ID, click inside the box and select from the "candidates" that appear.
The message can be set freely.
By setting it as shown in the screen below, when a Zoom webinar ends, you can automatically retrieve the Zoom "topic" and the previously generated "result" and notify Microsoft Teams!
Similarly, you can set it to automatically retrieve information such as the Zoom "meeting ID" or "number of participants", so try setting it according to your needs.
Once the setup is complete, conduct a test and click "Save".
Click the "Turn on Trigger" button on the screen below to automatically start the flow bot.
Check whether the flow bot starts correctly.
This completes the setup of the flow "Notify participant information to Microsoft Teams when a Zoom webinar ends"!
This time, we introduced how to integrate data from Zoom to Microsoft Teams, but if you want to implement data integration from Microsoft Teams to Zoom, please also use the following template.
You can automate the creation of meetings and sharing of links in Zoom.
This flow is recommended for those who want to reduce the hassle of work and improve team collaboration more efficiently!
■Overview
The flow "Create a Zoom meeting and notify when a message with specific conditions is posted on Microsoft Teams" is a business workflow that streamlines communication and meeting integration. For example, when a message containing specific keywords is posted within Teams, a Zoom meeting is automatically created, and the meeting link is notified, enabling quick meeting setup.
This eliminates the hassle of manually setting up meetings and sharing links, allowing the team to collaborate more efficiently.
■Recommended for
■Benefits of using this template
When a message with specific conditions is posted on Microsoft Teams, a Zoom meeting is automatically created and the link is shared, eliminating the hassle of manual meeting setup and sharing tasks. By automating the integration of communication and meeting setup, team collaboration becomes smoother, and overall work efficiency improves.
Automation prevents human errors in meeting setup and sharing tasks, enabling accurate information provision.
By utilizing this flow, you can automatically create a Zoom meeting URL, allowing all participants to easily access it.
■Overview
This flow creates a new Zoom meeting URL when the content of a meeting is posted to a Microsoft Teams channel.
When a new chat message is posted in Microsoft Teams, a Zoom meeting URL is instantly created, allowing all attendees easy access.
By integrating Microsoft Teams and Zoom, you can reduce the hassle of work tasks.
■Notes
・Please integrate both Microsoft Teams and Zoom with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・AI features are available with the team plan or higher.
・Paid plans such as the team plan and success plan offer a two-week free trial. Please utilize this for testing AI features and more.
You can automatically notify the recording URL or save the recorded data to Dropbox once the meeting ends.
Additionally, you can automatically create meetings based on information from Google Sheets, Salesforce, or Google Forms!
■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
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 to add registrants to a Zoom webinar when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets in their work
・Companies that register tool account information by department
・Sales representatives who edit sheets while on the go
2. Those who use Zoom for communication
・HR personnel conducting group interviews online
・Customer service department staff responsible for planning and managing seminars
■Benefits of using this template
Google Sheets is a tool that can maintain high security of business information by granting access permissions.
However, manually adding information from Google Sheets to Zoom webinar registrants increases the risk of human error.
This flow is suitable for those who want to prevent manual input errors and data loss.
When information is registered in Google Sheets, it is automatically registered in Zoom based on the registered content, eliminating manual work.
Additionally, using the quoted content for registration ensures the accuracy of the information.
■Notes
・Please integrate both Google Sheets and Zoom with Yoom.
■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.
You can automatically notify survey form responses or information from Salesforce lead objects, and even set up automatic notifications at the end of the month!
Additionally, you can create folders in OneDrive based on Microsoft Teams posts or send emails via Outlook.
■Overview
This flow adds new responses from a survey form to Microsoft Excel and notifies Microsoft Teams.
By integrating the survey form with Microsoft Excel and Microsoft Teams, you can eliminate the need to operate each app individually or repeatedly enter data, allowing for smoother business operations.
Furthermore, since responses are automatically added to Microsoft Excel and notifications are sent to Microsoft Teams, you can prevent any information management oversights or omissions.
■Notes
・Please integrate both Microsoft Excel and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) offers both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
The workflow "Notify Microsoft Teams when a record is created in the Salesforce lead object" is designed to support the sales team in responding quickly.
Whenever a new lead is registered in Salesforce, a notification is automatically sent to Microsoft Teams, allowing the entire team to share information in real-time.
This ensures that you don't miss the timing for lead follow-up and enables efficient sales activities.
■Recommended for
■Benefits of using this template
■Overview
This is a flow bot that automatically activates at the end of each month and sends notifications via Microsoft Teams.
This flow bot can perform various automated processes through flows added after the right-side branch.
* For example, you can use it for various purposes such as monthly invoice processing, aggregation processing to spreadsheets, or regular data backup processing.
■Setup Method
・Use the flow bot's schedule trigger to activate the flow bot near the end of each month (28th, 29th, 30th, 31st).
・Use the "Manipulate and Transform Data" action to obtain the flow bot activation date, calculate the difference from the end-of-month date, and verify if it matches the last day of the month.
・If the flow bot activation date is not the last day of the month, the flow bot will terminate.
・If the flow bot activation date is the last day of the month, it will branch to the right and send a notification via Microsoft Teams.
・Specify the channel for the notification.
・Customize the flow added afterward freely according to your purpose and use.
■Notes
・Please modify the flow bot settings as needed.
・Replace the settings and content of the flow added to the right branch with any desired values.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・Branching is a feature (operation) available with a mini plan or higher. If you are on a free plan, the operation of the configured flow bot will result in an error, so please be cautious.
・Paid plans like the mini plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow that creates a folder in OneDrive based on the message content when a message is posted on Microsoft Teams.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Microsoft Teams to communicate with members
・Those who want to efficiently manage daily message content and have quick access to necessary information
・Those who want to organize interactions with members and prevent information sharing omissions
2. Those who use OneDrive for file management
・Those who want to eliminate the hassle of manually organizing files and improve work efficiency through automation
・Those who want to automatically create folders based on message content and ensure important information is saved without omission
■Benefits of using this template
By linking Microsoft Teams and OneDrive, there is the benefit of automatically creating a folder when a message is posted.
This allows for smooth communication on Microsoft Teams and eliminates the hassle of organizing related files and documents.
Furthermore, centralized management allows for quick access to necessary information, improving work efficiency.
Additionally, by sharing the created folders, a system is established where all team members can share the latest information.
◼️Overview
When a message is posted in a specific Microsoft Teams channel, it will be automatically forwarded via email using Outlook.
Feel free to modify the body and recipients of the Outlook email as needed.
By adding branching processes in between, you can also change the content and recipients of the email based on the content of the Microsoft Teams post.
◼️Notes
・It is necessary to configure the account information for integration in the operation of each app.
・Microsoft365 (formerly Office365) has both a personal plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
How was it? By integrating Zoom and Microsoft Teams, you can smoothly solve issues such as "wanting to reduce the hassle of information sharing," "wanting to automate the sending of recording URLs," and "wanting to improve work efficiency."
With the no-code tool Yoom, you can easily integrate Zoom and Microsoft Teams without any programming knowledge! If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration right away.
Why not reduce the hassle and achieve a more comfortable and efficient way of working?
