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

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■Overview

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

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

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■Recommended for

1. Those who use Salesforce for customer management and sales activities

・Those who manage customer information in Salesforce but struggle with scheduling meetings

・Those who want to streamline meeting setup and facilitate smooth communication with customers

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2. Those who use Zoom as a communication tool

・Those who hold meetings regularly on Zoom and want to easily create and share meeting URLs

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■Benefits of using this template

By integrating Salesforce and Zoom, meeting setup can be done smoothly.
With this flow, you can automatically create a Zoom meeting URL just by selecting a meeting partner from Salesforce.
This reduces the preparation time for meetings and enables efficient schedule management.

Additionally, since there is no need to manually create URLs, the risk of human error is reduced.
By achieving quick and accurate meeting setup, team productivity is improved, allowing more time to focus on core tasks.

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■Notes

・Please integrate Yoom with both Salesforce and Zoom.

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

・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 of the flow bot you set 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.

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Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
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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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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.

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