"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!
For those who want to try it quickly
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.
Notify Microsoft Teams with participant information once the Zoom webinar ends.
■Overview The "Notify Participant Information to Microsoft Teams When Zoom Webinar Ends" workflow is a business workflow that automatically shares participant data to Microsoft Teams after a webinar. Manually transferring participant information from a webinar held on Zoom to Microsoft Teams is time-consuming and tedious. By automatically notifying participant information to Microsoft Teams after the webinar ends, you can share information smoothly. This is expected to improve efficiency and prevent mistakes.
■Recommended for ・Personnel who frequently hold Zoom webinars and find it tedious to share participant information ・Businessmen who use Microsoft Teams regularly and want to strengthen integration with other tools ・Team leaders who want to reduce errors associated with manual information transfer and automate business processes
■Notes ・Please integrate with both Zoom and Microsoft Teams through Yoom. ・The trigger allows you to select an activation interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Be aware that the minimum activation interval may vary depending on the plan. ・Microsoft365 (formerly Office365) has both family and business plans (Microsoft365 Business). If you are not subscribed to the business plan, authentication may fail.
What You Can Do by Integrating Zoom and Microsoft Teams
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!
Notify Microsoft Teams of Participant Information When a Zoom Webinar Ends
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!
Notify Microsoft Teams with participant information once the Zoom webinar ends.
■Overview The "Notify Participant Information to Microsoft Teams When Zoom Webinar Ends" workflow is a business workflow that automatically shares participant data to Microsoft Teams after a webinar. Manually transferring participant information from a webinar held on Zoom to Microsoft Teams is time-consuming and tedious. By automatically notifying participant information to Microsoft Teams after the webinar ends, you can share information smoothly. This is expected to improve efficiency and prevent mistakes.
■Recommended for ・Personnel who frequently hold Zoom webinars and find it tedious to share participant information ・Businessmen who use Microsoft Teams regularly and want to strengthen integration with other tools ・Team leaders who want to reduce errors associated with manual information transfer and automate business processes
■Notes ・Please integrate with both Zoom and Microsoft Teams through Yoom. ・The trigger allows you to select an activation interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Be aware that the minimum activation interval may vary depending on the plan. ・Microsoft365 (formerly Office365) has both family and business plans (Microsoft365 Business). If you are not subscribed to the business plan, authentication may fail.
Let's Create a Flow to Integrate Zoom and Microsoft Teams
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.
Integrate Zoom and Microsoft Teams with My Apps
Copy the template
Set the Zoom trigger and Microsoft Teams action
Set the trigger to ON and complete the preparation for flow operation
Notify Microsoft Teams with participant information once the Zoom webinar ends.
■Overview The "Notify Participant Information to Microsoft Teams When Zoom Webinar Ends" workflow is a business workflow that automatically shares participant data to Microsoft Teams after a webinar. Manually transferring participant information from a webinar held on Zoom to Microsoft Teams is time-consuming and tedious. By automatically notifying participant information to Microsoft Teams after the webinar ends, you can share information smoothly. This is expected to improve efficiency and prevent mistakes.
■Recommended for ・Personnel who frequently hold Zoom webinars and find it tedious to share participant information ・Businessmen who use Microsoft Teams regularly and want to strengthen integration with other tools ・Team leaders who want to reduce errors associated with manual information transfer and automate business processes
■Notes ・Please integrate with both Zoom and Microsoft Teams through Yoom. ・The trigger allows you to select an activation interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Be aware that the minimum activation interval may vary depending on the plan. ・Microsoft365 (formerly Office365) has both family and business plans (Microsoft365 Business). If you are not subscribed to the business plan, authentication may fail.
Step 1: Integration of My Apps with Zoom and Microsoft Teams
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!
Step 2: Copy the Template
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.
Notify Microsoft Teams with participant information once the Zoom webinar ends.
■Overview The "Notify Participant Information to Microsoft Teams When Zoom Webinar Ends" workflow is a business workflow that automatically shares participant data to Microsoft Teams after a webinar. Manually transferring participant information from a webinar held on Zoom to Microsoft Teams is time-consuming and tedious. By automatically notifying participant information to Microsoft Teams after the webinar ends, you can share information smoothly. This is expected to improve efficiency and prevent mistakes.
■Recommended for ・Personnel who frequently hold Zoom webinars and find it tedious to share participant information ・Businessmen who use Microsoft Teams regularly and want to strengthen integration with other tools ・Team leaders who want to reduce errors associated with manual information transfer and automate business processes
■Notes ・Please integrate with both Zoom and Microsoft Teams through Yoom. ・The trigger allows you to select an activation interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Be aware that the minimum activation interval may vary depending on the plan. ・Microsoft365 (formerly Office365) has both family and business plans (Microsoft365 Business). If you are not subscribed to the business plan, authentication may fail.
When the template Yoom is copied to the management screen, the following screen will be displayed. Click "OK" to start setting it up!
Step 3: Setting the Trigger to Activate When a Zoom Meeting Ends
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.
Step 4: Retrieve the List of Zoom Webinar Registrants
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".
Step 5: Generate Text Using AI
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".
Step 6: Send a Message to a Microsoft Teams Channel
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".
Step 7: Turn on the Trigger
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"!
If You Want to Integrate Microsoft Teams with Zoom
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.
When a Message with Specific Conditions is Posted in Microsoft Teams, Create a Meeting in Zoom and Notify
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!
When a message with specific conditions is posted on Microsoft Teams, create a meeting on Zoom and send a notification.
■Overview The flow 'When a message with specific conditions is posted on Microsoft Teams, create a meeting on Zoom and notify' is a business workflow that streamlines communication and meeting coordination. 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 - Team leaders and administrators who regularly use Microsoft Teams and Zoom - Business users who want to quickly set up meetings in response to specific triggers in chat - Those who feel that manual meeting setup and link sharing take up time and want to improve work efficiency - Executives and project managers who want to smoothen team communication and promote quick decision-making
■Notes - Please integrate both Microsoft Teams and Zoom with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. - Branching is a feature (operation) available with the Mini Plan or higher. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be aware. - Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
Other Automation Examples Using Zoom and Microsoft Teams API
Convenient Automation Examples Using Zoom
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!
Once the Zoom meeting ends, automatically save the recording data to Dropbox.
■Overview The "Automatically save recording data to Dropbox after Zoom meeting ends" workflow leverages the integration of 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 time saving and sharing recording data ・Companies already using Dropbox and looking to strengthen integration with other tools ・Administrators who want to automate data organization after meetings to improve work efficiency ・Those who want to reduce manual data saving tasks and focus on more creative work
■Notes ・Please integrate Zoom and Dropbox with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・To obtain Zoom recording information, meeting data must be cloud recorded. ・Cloud recording is limited to specific Zoom plans, so please be aware. For details, please refer here. ・The maximum downloadable file size is 300MB. Depending on the app's specifications, it may be less than 300MB, so please be aware. ・For details on the file size that can be handled by triggers and each operation, please check below. https://intercom.help/yoom/en/articles/9413924
Convenient Automation Examples Using Microsoft Teams
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.
Activate the Flow Bot at the end of each month to notify Microsoft Teams.
■Overview This is a flow where a folder is created in OneDrive based on the message content when a message is posted on Microsoft Teams. Using Yoom, you can easily connect apps without programming.
■Recommended for: 1. Those who use Microsoft Teams to communicate with members ・People 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 shared information from being overlooked
2. Those who utilize OneDrive for file management ・People who want to reduce the hassle of manually organizing files and improve work efficiency through automation ・Those who want to automatically create folders based on message content to ensure important information is stored without omission
■Notes ・Please link both Microsoft Teams and OneDrive with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has home and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview The "Notify Microsoft Teams when a record is created in Salesforce Lead Object" workflow supports rapid response for sales teams. 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, enabling efficient sales activities.
■Recommended for ・Sales representatives managing leads using Salesforce ・Sales managers looking to enhance team communication with Microsoft Teams ・Business owners who wish to automate quick lead follow-ups and improve sales efficiency ・IT personnel looking to easily configure Salesforce and Microsoft Teams integration using Yoom
■Notes ・Please integrate Salesforce and Microsoft Teams with Yoom. ・Triggers can be set at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has personal and business plans (Microsoft365 Business). If you are not subscribed to the business plan, authentication may fail. ・Salesforce is available only with Team Plan and Success Plan. Operations and data connections of Flowbot set on Free Plan and Mini Plan may result in errors. ・Paid plans such as Team Plan and Success Plan offer a two-week free trial. You can use restricted apps during the free trial.
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.
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.
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