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

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■Overview

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

With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.

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‍■Recommended for

1. Those who manage leads with Airtable

・Marketing personnel who register and share lead information

・Those who want to streamline by integrating Airtable information with other tools

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2. Those who use Zoom for business

・Those who create and share Zoom meetings every time a lead is registered

・Those who want to create meetings in Zoom in a timely manner

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■Benefits of using this template

Creating a meeting in Zoom for each lead added to Airtable can be cumbersome.
Moreover, missing the creation of a meeting in Zoom may lead to a loss of trust from customers.

In this flow, when a lead is registered in Airtable, a meeting is created in Zoom, and the meeting information is sent via email.
By automating the creation of Zoom meetings and the sending of meeting information via email, you can respond to leads quickly and streamline your operations.

You can take prompt action on leads, thereby enhancing customer satisfaction.

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■Notes

・Please integrate Yoom with both Airtable and Zoom.

・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.

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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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Zoom

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Airtable

Yoom allows you to integrate with Airtable's API without code, enabling the automation of various tasks. For example, you can automatically add data to Airtable or retrieve information from Airtable to integrate with various SaaS platforms.

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Airtable