■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 Salesforce.
■Recommended for
1. Those using Zoom
・Those using it for business negotiations with client companies
2. Those consolidating information in Salesforce
・Those using it for registering lead information
■Benefits of using this template
Zoom is a tool that allows for efficient face-to-face communication.
However, manually creating meetings in Zoom using lead information registered in Salesforce hinders work efficiency.
By utilizing this flow, you can automatically complete a series of tasks and significantly reduce manual work.
You can allocate the time previously spent on manual tasks to preparing for meetings, which leads to increased productivity by ensuring adequate preparation before meetings.
■Notes
・Please integrate Salesforce, Zoom, and Outlook with Yoom.
・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
・Microsoft 365 (formerly Office 365) has a Home Plan and a General Business Plan (Microsoft 365 Business), and if you are not subscribed to the General Business Plan, authentication may fail.
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