When a lead is registered in Salesforce, create a meeting in Zoom and send the meeting information to the client via email.

No items found.

■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 Salesforce.

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

‍

‍■Recommended for

1. Those who use Salesforce

・Those who centrally manage lead information

‍

2. Those who hold meetings with leads via Zoom

・Those who manually create meetings and share information

‍

■Benefits of using this template

If you feel that creating Zoom meetings and sending meeting information via email to leads involves many steps and is cumbersome, this flow can help.
Additionally, using multiple tools can take time for each task, potentially reducing work efficiency.

In this flow, when a lead is registered in Salesforce, a meeting is created in Zoom, and the meeting information is sent via email.
You can automate the creation of Zoom meetings and the sending of meeting information via email with just Salesforce operations, improving work efficiency.

You can also reduce the number of steps involved with leads, thereby reducing the risk of errors.

‍

■Notes

・Please integrate Yoom with both Salesforce and Zoom.

・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.

・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.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

After finishing a meeting with a company on Zoom, create a new board on Miro.

Once the meeting with the company on Zoom is finished, you can create a new board on Miro. By creating a board for the company on Miro, it becomes easier for the team to discuss future sales strategies.

See details

When the meeting ends on Zoom, retrieve the recording information and add it to Google Sheets.

When a meeting ends on Zoom, this flow retrieves the recording information and adds it to a Google Spreadsheet. By consolidating information into the Google Spreadsheet as the main database, it reduces the effort required for data sharing.

See details

When the meeting on Zoom ends, save the transcription data of the meeting to Notion.

When a meeting ends on Zoom, the meeting content is automatically transcribed, and the transcription data is saved to Notion. Please modify the settings for each action as needed.‍

See details

When the meeting on Zoom ends, transcribe and summarize the minutes, and notify on Microsoft Teams.

When a meeting on Zoom ends, this flow automatically transcribes and summarizes the meeting content, then notifies the transcription results to Microsoft Teams. By using AI operations to automatically transcribe and summarize, it is possible to accurately record the discussions and decisions made during the meeting.

See details

Once the meeting on Zoom ends, transcribe and summarize the meeting and add it to Jooto.

When a meeting on Zoom ends, this flow automatically transcribes and summarizes the meeting content, and adds the transcription results as tasks in Jooto. By using AI-generated summaries, there is no need to manually summarize the text.

See details

When the meeting on Zoom ends, save the transcription of the meeting to Google Docs.

Once the meeting on Zoom ends, the content of the meeting will be automatically transcribed, and the transcription data will be saved to Google Docs. Please modify the settings of each action as needed.‍

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

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.

Related apps

Zoom

Templates using

View all related templates

Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

Related apps

Salesforce