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

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■Overview

This flow creates a Zoom meeting when a lead is registered in Notion and sends the meeting information to the recipient via email.

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

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‍■Recommended for

1. Those who manage leads in Notion

・Those who use Notion for sales-related tasks

・Those who share and update lead information within the team

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2. Those who use Zoom as an online meeting tool

・Those who create individual Zoom meetings for leads

・Those who want to streamline the creation and sharing of Zoom meeting information

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■Benefits of using this template

Creating Zoom meetings for leads and sending meeting information via email can be a hassle.
Additionally, as the number of leads increases, the workload also increases, raising concerns about potential oversights.

With this flow, when a lead is registered in Notion, a Zoom meeting is created, and the meeting information is sent via email.
By automating the creation of Zoom meetings and the sending of emails based on the information registered in Notion, you can streamline manual tasks.

This eliminates the complexity of using multiple tools and allows for smooth business operations.

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■Notes

・Please integrate Notion and Zoom with Yoom.

・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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Notion

Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.

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