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

■Overview

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

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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 Google Sheets

・Those who register information by dividing client companies by status on each sheet

・Those who manage detailed information of leads

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■Benefits of using this template

Zoom is a tool that allows easy communication by setting up meetings.
However, manually creating a meeting in Zoom from registered lead information and contacting the other party each time poses a risk of human error.

This flow automatically creates a meeting in Zoom from the registered lead information and sends the generated link to the other party, avoiding human errors from manual work.
Avoiding human errors helps maintain the accuracy of registered information and streamlines operations.
Additionally, automating the series of tasks reduces the manual effort and time, making the overall team operations smoother.

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■Notes‍

・Please integrate Google Sheets, 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.