■Overview
This is a flow where a meeting is created in Zoom when a lead is registered in Airtable, and the meeting information is sent to the other party via Outlook.
■Recommended for
1. Those who use Zoom for communication
・Those who use it for meetings with remote companies
・Those who utilize it to conduct meetings efficiently
2. Those who utilize Airtable's database
・Those who use it to accumulate information related to leads
・Those who record information for each meeting
■Benefits of using this template
Zoom is a communication tool that allows effective information sharing through screen sharing.
However, manually creating meetings in Zoom and sending notifications every time a lead is registered may affect the overall productivity of your operations.
This flow automatically sends a link after creating a meeting with a company registered as a lead.
By automating a series of tasks, it significantly reduces manual effort and leads to increased productivity by allowing you to focus on core tasks.
It also helps prevent human errors, thereby maintaining the accuracy of information.
■Notes
・Please integrate Airtable, Zoom, and Outlook 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.
・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.
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