When a lead is registered in Salesforce, create a meeting in Zoom and send the meeting information to the other party via Gmail.

■Overview

This is a flow where a meeting is created in Zoom and the meeting information is sent to the other party via Gmail when a lead is registered in Salesforce.

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■Recommended for‍

1. Those who use Zoom for business

・Those who use it for meetings with client companies

・Those who improve efficiency by conducting meetings remotely

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2. Those who utilize Salesforce's database

・Those who use it for registering lead information

・Those who register information to set up meetings

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■Benefits of using this template

Zoom is a tool that allows for efficient meetings.
By setting up meetings with companies whose leads have been registered in Zoom, you can achieve quick meetings and potentially lead to the start of business transactions.
However, manually creating meetings in Zoom using lead information registered in Salesforce is time-consuming and not considered a quick response.

This flow allows you to automatically create a meeting for each registered lead and automatically send the issued link to the other party.
By automating the series of tasks related to setting up meetings, you can shorten the time to set up meetings and improve customer satisfaction.
Additionally, eliminating manual work facilitates smooth business operations.

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■Notes‍

・Please integrate Salesforce, Zoom, and Gmail with Yoom.

・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest trigger 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.