When a lead is registered in Google Sheets, 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 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.