When a meeting is scheduled with a customer in Zoho CRM, register it in Google Calendar and send the meeting URL via Gmail.

■Overview

This flow registers a meeting scheduled with a customer in Zoho CRM to Google Calendar and sends the meeting URL via Gmail.

By using Yoom, you can easily integrate apps without the need for programming.

‍

‍■Recommended for

1. Those who use Zoho CRM for sales activities

・Those who want to use registered meeting information with other tools

2. Those who use Google Calendar for business

・Those who aim to improve the accuracy of schedule management by preventing registration errors or omissions of meeting schedules

3. Those who communicate with customers via Gmail

・Those who want to streamline operations by automatically sending template emails such as meeting invitations

‍

■Benefits of using this template

When you register an online meeting schedule in Zoho CRM, you can automate everything from calendar registration to sending the meeting URL via email, minimizing the risk of transcription errors and missed communications.

Additionally, the communication process with customers is standardized, enabling quick and consistent responses.

‍

■Notes

・Please integrate Yoom with Zoho CRM, Google Calendar, and Gmail respectively.

・The branching feature is available on the Mini plan or higher, and the AI feature is available on the Team plan or higher. If you are on a plan that does not include these features, the operations of the flow bot you have set up will result in an error, so please be careful.

・Paid plans offer a two-week free trial. During the free trial, you can use restricted apps and features (operations).