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

■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.

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‍■Recommended for

1. Those who use Salesforce

・Those who centrally manage lead information

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2. Those who hold meetings with leads via Zoom

・Those who manually create meetings and share information

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■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.

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■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.