Select a meeting participant from HubSpot and create a Zoom meeting URL.

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■Overview

This is a flow to select a meeting partner from HubSpot and create a Zoom meeting URL.

By using Yoom, you can easily connect apps without the need for programming.

By using a trigger with the Chrome extension, you can directly activate the trigger from HubSpot.

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■Recommended for

1. Those who use HubSpot for sales activities

・Those who manage data on HubSpot but find it time-consuming to set up meetings

・Those who want to streamline daily sales activities and easily set up Zoom meetings

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2. Those who use Zoom for remote meetings

・Those who use Zoom regularly but find setting up meetings and sharing URLs cumbersome

・Those who have many meetings with sales or clients and want to automatically generate meeting URLs to save time

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■Benefits of using this template

The primary benefit of using this flow is the ability to quickly and smoothly set up meetings by easily selecting meeting partners from HubSpot.
This allows for quick meeting preparation and improved productivity.

Additionally, since Zoom meeting URLs are automatically generated, it prevents errors associated with manual URL creation and ensures that the correct URL is shared with all meeting participants.
Furthermore, by utilizing this flow, schedule management is centralized, allowing for efficient meeting operations.
As a result, you can expect smoother business communication and overall operational efficiency.

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■Notes

・Please connect Yoom with both HubSpot and Zoom.

・For instructions on setting up triggers using the Chrome extension, please refer to here.

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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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HubSpot

Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.

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