■Overview
This is a flow that registers meeting schedules with customers from Zoho CRM to Google Calendar and sends the meeting URL via Outlook.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Users of Zoho CRM
・Those who manage meeting schedules with customers using Zoho CRM
・Those who utilize Zoho CRM for managing customer information and business negotiation information related to sales activities
2. Those who manage meeting schedules with multiple tools
・Those who add Zoho CRM meeting schedules to Google Calendar for team sharing
・Those who want to prevent omissions in registering meeting schedules to Google Calendar
■Benefits of using this template
When managing meeting schedules registered in Zoho CRM with Google Calendar, there is a risk of errors occurring in manual transcription work.
With this flow, you can register meeting schedules from Zoho CRM to Google Calendar and send the Google Calendar meeting URL via Outlook.
By consistently managing meeting schedules in Zoho CRM and Google Calendar, you can enhance the accuracy of schedule management.
Even when sharing team members' schedules on Google Calendar, you can always check the latest information, preventing any oversight of meeting schedules.
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