When a lead is registered in Google Sheets, create a meeting in Zoom and send the meeting information to the other party via Outlook.
When a lead is registered in Google Sheets, create a meeting in Zoom and send the meeting information to the other party via Outlook.
Launch this workflow to connect
Zoom &
Google Sheets &
Microsoft 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 Google Sheets.
■Recommended for
1. Those who use Zoom for communication
・Those who set up meetings with client companies
・Those who communicate face-to-face with people at a distance
2. Those who utilize Google Sheets
・Those who register information by stage for client companies
・Those who manage detailed information about leads
■Benefits of using this template
Zoom is a communication tool that can be used for smooth meeting creation.
However, manually entering information from Google Sheets to create a meeting in Zoom and contacting the other party poses a risk of human error.
This flow is effective for those who want to avoid human errors and provide accurate and prompt customer service.
By utilizing this flow, you can automate the creation of meetings and the sending of invitation links via email, avoiding potential errors that may occur manually.
Automation allows for quick responses, leading to improved customer satisfaction for the other party.
Additionally, it significantly reduces the effort and time of manual work, improving operational efficiency.
■Notes
・Please integrate Google Sheets, 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 a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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About the Apps
Templates using
Zoom
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Templates using
Google Sheets
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Templates using
Microsoft Outlook
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About the apps you use
Zoom
Yoom allows you to integrate with Zoom's API without any code, enabling the automation of various tasks. For example, you can automatically create meeting URLs and send them to participants via email, or retrieve participant information from webinars conducted on Zoom into Yoom's database via the API.
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Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
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Microsoft Outlook
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No-Code API Actions
Executable API actions
Flowbot triggers
When a meeting is created (Webhook)
When a meeting has ended
When a conversation is created
When a meeting is deleted (Webhook)
When a participant joins a meeting before the host (Webhook)
When recordings for the specified host are completed (Webhook)
When a recording transcript is completed (Webhook)
When a webinar is created (Webhook)
When a webinar ends (Webhook)
When a webinar attendee submits a survey response (Webhook)
When a webinar registration is created (Webhook)
When a webinar registration is canceled (Webhook)
When an attendee or participant joins a webinar (Webhook)
When all users' recordings have completed (Webhook)
When a meeting is created
When a message is posted in chat
When a file is posted in Team Chat
When a row is added
Flowbot operations
Create Meeting (Deprecated)
Edit Meeting Details (Deprecated)
Create Recurring Meeting (Daily) (Deprecated)
Create Recurring Meeting (Monthly) (Deprecated)
Create Recurring Meeting (Weekly) (Deprecated)
Edit Recurring Meeting (Daily) Details (Deprecated)
Edit Recurring Meeting (Monthly) Details (Deprecated)
Edit Recurring Meeting (Weekly) Details (Deprecated)
Get meeting list
Get webinar list
Get webinar registrant list
Get meeting recording information
Add webinar registrant
Download meeting recording files
Add user
Delete user
Assign or remove user licenses
Get user information
Flowbot triggers
When a meeting is created (Webhook)When a meeting has endedWhen a conversation is createdWhen a meeting is deleted (Webhook)When a participant joins a meeting before the host (Webhook)When recordings for the specified host are completed (Webhook)When a recording transcript is completed (Webhook)When a webinar is created (Webhook)When a webinar ends (Webhook)When a webinar attendee submits a survey response (Webhook)When a webinar registration is created (Webhook)When a webinar registration is canceled (Webhook)When an attendee or participant joins a webinar (Webhook)When all users' recordings have completed (Webhook)When a meeting is createdWhen a message is posted in chatWhen a file is posted in Team Chat
Flowbot operations
Create Meeting (Deprecated)Edit Meeting Details (Deprecated)Create Recurring Meeting (Daily) (Deprecated)Create Recurring Meeting (Monthly) (Deprecated)Create Recurring Meeting (Weekly) (Deprecated)Edit Recurring Meeting (Daily) Details (Deprecated)Edit Recurring Meeting (Monthly) Details (Deprecated)Edit Recurring Meeting (Weekly) Details (Deprecated)Get meeting listGet webinar listGet webinar registrant listGet meeting recording informationAdd webinar registrantDownload meeting recording filesAdd userDelete userAssign or remove user licensesGet user informationDelete meeting cloud recording dataGet conversation detailsGet meeting detailsEdit recurring meeting (monthly)Create recurring meeting (monthly)Create meetingEdit meetingCreate Recurring Meeting (Daily)Edit Recurring Meeting (Daily)Create Recurring Meeting (Weekly)Edit Recurring Meeting (Weekly)Delete Specific Cloud Recording Data of a MeetingEnable / Disable User Account and Change Working StatusList Team Chat channelsCreate a Team Chat channelCreate a Team Chat shared spaceInvite members to a Team Chat channelUpdate Team Chat channelCreate Team Chat mention groupAdd members to Team Chat mention groupSearch Team Chat messages and shared filesSend Team Chat messageDelete Team Chat messageUpload file to Team Chat
Flowbot triggers
When a row is addedWhen a row is updated
Flowbot operations
Set a value in a cellGet valuesClear valuesCreate a new spreadsheetCopy a sheet (tab)Add a new sheet (tab)Delete Sheet (Tab)Replace valuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet sheet namesApply a formula to a rangeEnter values in a rangeEmbed an image in a cellSort by specific columnHide a sheetAdd a note to the specified cellsInsert columnsDelete columnsWrite values to multiple columns
Flowbot triggers
When a specific subject email is receivedWhen an email is receivedWhen an event is registered in the calendarWhen a calendar event is added or updatedWhen a Task is CreatedWhen an email is received
Flowbot operations
Register Event in Own CalendarCreate CalendarRegister Event in Specified User's CalendarGet email attachment informationDownload email attachmentsDelete an event from a specified user's calendarUpdate an event in a specified user's calendarDelete an event from your calendarUpdate an event in your calendarタスクを作成する（リマインド設定対応）タスクを作成する（リマインド設定非対応）Search events in my calendarSearch events in a specified user’s calendarFind meeting timesGet calendar viewGet email messagesMove messageGet a specific messageMore inspiration for you
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