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

■Overview

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

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■Recommended for‍

1. Those who use Zoom for business

・Those who want to set up meetings with leads to drive business deals

・Those who efficiently communicate with multiple companies through remote meetings

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2. Those who utilize Notion's database

・Those who use it to register information about client companies

・Those who manage detailed information for meetings

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■Benefits of using this template

Zoom is a tool that allows for efficient communication with multiple people by enabling conversations online.
However, manually creating Zoom meetings and contacting the other party when setting up meetings with leads can waste valuable time.

By using this flow, you can automatically create meetings and send issued links when a lead is registered, significantly reducing manual work.
This helps avoid human errors and saves time, leading to improved work efficiency.
Quick meeting setups and communications can also help gain trust from client companies.

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■Notes‍

・Please integrate Notion, Zoom, and Outlook 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.

・Microsoft365 (formerly Office365) has both home and business plans (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail.