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

■Overview

This flow creates a meeting in Zoom and sends the meeting information via email to the other party when a lead is registered in Google Sheets.

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

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‍■Recommended for

1. Those who use Google Sheets for work

・Those who manage lead information in Google Sheets

・Those who want to streamline processes by integrating Google Sheets data with other tools

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2. Those who use Zoom

・Those who conduct meetings with leads via Zoom

・Those who send registered Zoom meeting information individually via email

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■Benefits of using this template

When conducting meetings with leads via Zoom as a follow-up, creating meetings and sharing meeting information each time can be time-consuming.
Additionally, using multiple tools increases the number of steps, which can lead to human errors.

With this flow, when a lead is registered in Google Sheets, a meeting is created in Zoom, and the meeting information is sent via email.
By adding leads to Google Sheets, you eliminate the need to operate Zoom and email, simplifying your workflow.

Reducing manual tasks also helps prevent human errors such as input mistakes, registration omissions, and incorrect email recipients.

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■Notes

・Please integrate Google Sheets and Zoom with Yoom.

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.