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

■Overview

This flow creates a meeting in Zoom when a lead is registered in Notion and sends the meeting information to the other party via Gmail.

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■Recommended for‍

1. Those who use Zoom for business

・Those who use it for meetings with client companies

・Those who set up multiple meetings in a day

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2. Those who utilize Notion's database

・Those who register client company information by status

・Those who register information to set up meetings

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■Benefits of using this template

Zoom is a tool that facilitates smooth information sharing within a team by recording meetings.
However, manually creating a meeting in Zoom from lead information registered in Notion and contacting the other party each time can be time-consuming and may lead to decreased customer satisfaction.

This flow significantly reduces manual work by automatically creating a meeting in Zoom when a lead is registered and automatically sending the generated link to the other party.
By eliminating manual work, you can avoid the risk of human error and accurately complete meeting setups and email sending.
Additionally, using the time saved from these tasks for other work can lead to smoother overall operations.

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■Notes‍

・Please integrate Notion, 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.