■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.
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
When a record is created or updated in the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
When an outbound message is received
When a file is uploaded
When a meeting is created (Webhook)
When a meeting ends
When a conversation is created
When a meeting is deleted (Webhook)
Get Lead Record
Update Lead Record
Create Lead Record
Search Lead Records
Get Latest Lead Record
Get Account Record
Update Account Record
Create Account Record
Search Account Records
Get Opportunity Record
Update Opportunity Record
Create Opportunity Record
Search Opportunity Records
Get Contact Record
Update Contact Record
Create Contact Record
Search Contact Records
Get Custom Object Record
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity objectWhen a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploaded
Get Lead RecordUpdate Lead RecordCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account RecordUpdate Account RecordCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity RecordCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact RecordCreate Contact RecordSearch Contact RecordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch Custom Object RecordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (excluding deleted records)Search Account records (excluding deleted records)Search Opportunity records (excluding deleted records)Search Contact records (excluding deleted records)Search Custom Object records (excluding deleted records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on OpportunityLog Activity on ContactCreate To-Do on LeadCreate Task on AccountCreate Task on OpportunityCreate Task on ContactCreate Event on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with a PersonCreate Email Message on a Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectCreate Event on a Custom ObjectGet Content Document IDs Associated with a RecordGet Latest ContentVersion IDDownload FileGet Contract RecordUpdate Contract RecordCreate Contract RecordDelete Contract RecordCreate Calendar EventSearch User RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet UsersGet AccountsGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListList ObjectsList Custom ObjectsList Chatter Group IDsPost to User on ChatterPost to Account on ChatterChatterを取引先責任者に投稿Chatterを商談に投稿Chatterをリードに投稿Chatterをケースに投稿Post to Campaign ChatterPost to Custom Object ChatterChatterをChatterグループに投稿Get Channel Listユーザーオブジェクトのレコードの更新Create User RoleAssign User Roleユーザーオブジェクトの権限セット割り当ての作成Associate a Contract record with an Opportunity recordユーザーオブジェクトの権限セット割り当てを削除ユーザーを指定グループに追加ユーザーを指定グループから削除Post to ChatterAdd User to Chatter Group
When a meeting is created (Webhook)When a meeting endsWhen a conversation is createdWhen a meeting is deleted (Webhook)When a participant joins before the host (Webhook)When recording is completed (Webhook)When recording transcription is completed (Webhook)When a webinar is created (Webhook)When a webinar ends (Webhook)When a webinar participant answers a survey (Webhook)When a webinar registration is created (Webhook)When a webinar registration is canceled (Webhook)When an attendee or participant joins a webinar (Webhook)When all user recordings are completed (Webhook)When a meeting is createdWhen a message is posted in chat
Create Meeting (Deprecated)Edit Meeting (Deprecated)Create Recurring Meeting (Daily) (Deprecated)Create Recurring Meeting (Monthly) (Deprecated)Create Recurring Meeting (Weekly) (Deprecated)Edit Recurring Meeting (Daily) Details (Deprecated)Edit Recurring Meeting (Monthly) Details (Deprecated)Edit Recurring Meeting (Weekly) Details (Deprecated)Get meeting listGet webinar listGet webinar registrantsGet meeting recording informationAdd a registrant to a webinarDownload meeting recording filesAdd UserDelete UserAssign or remove licenses for a userGet User InformationDelete Meeting Cloud RecordingsGet Conversation DetailsGet Meeting DetailsEdit Recurring Meeting (Monthly)Create Recurring Meeting (Monthly)Create MeetingEdit MeetingCreate Recurring Meeting (Daily)Edit Recurring Meeting (Daily)Create a recurring meeting (weekly)Edit recurring meeting (weekly)Delete a specific cloud recording for a meetingActivate/Deactivate a user account or change clock-in/out status
