When a new contact is created in HubSpot, automatically create a Zoom meeting and send the details via email.

No items found.

■Overview

The flow "Automatically create a Zoom meeting and send details via email when a new contact is created in HubSpot" is a business workflow aimed at improving the efficiency of sales and marketing operations. When a new contact is registered in HubSpot, it automatically sets up a Zoom meeting and notifies the relevant personnel and contact via email with the details.
This eliminates the need for manual meeting setup and information sharing, enabling quick communication.
By leveraging the integration between HubSpot and Zoom, it supports the smooth progression of the entire sales process and contributes to improving team productivity.

‍

■Recommended for

Sales representatives who manage customers using HubSpot
Team leaders who frequently use Zoom for online meetings
Marketing personnel who want to automate the follow-up process for new contacts
Owners of small and medium-sized enterprises who find manual meeting setup cumbersome and time-consuming
IT personnel who want to improve operational efficiency through the integration of HubSpot and Zoom

‍

■Benefits of using this template
By automatically creating a Zoom meeting and sending details via email when a new contact is created in HubSpot, it significantly reduces manual work.
Additionally, by automatically sending meeting details via email, it prevents information leakage or errors, ensuring reliable communication.
Automation allows for centralized management of the entire sales activity flow, enabling efficient business operations.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Record new contact information registered in HubSpot into a Google Spreadsheet.

The new contact information registered in HubSpot will be entered into a specified Google Spreadsheet. It is possible to automatically transfer basic information such as the contact's name, email address, and phone number without accessing the spreadsheet.‍

See details

When a new contact is registered in HubSpot, register it in kintone.

When a new contact is registered in HubSpot, a new record will be created in kintone. *For example, information such as name, phone number, and email address can be registered in kintone.

See details

When a form is submitted to Hubspot, store it in Google Sheets.

When a form is submitted to Hubspot, this flow stores a record in the Google Sheets database. Since the form submission data is automatically and immediately reflected in Google Sheets, you can always keep track of the latest information.

See details

When a deal is updated in HubSpot, create a folder in Google Drive.

When a deal is updated in HubSpot, this flow creates a folder in Google Drive. By automatically creating a folder in Google Drive each time a deal is updated in HubSpot, the need for manual folder creation is eliminated, streamlining operations.

See details

When a form is submitted to Hubspot, create a card in Trello.

When a form is submitted to Hubspot, a new card is created in Trello. This flow allows for automatic card creation simultaneously with form submission, enabling quick response and efficient project management.

See details

When a new deal is updated in Hubspot, store it in NotionDB.

When a new deal is updated in HubSpot, this flow stores the deal information in a Notion database. It eliminates the hassle of manually operating each app or repeatedly entering data, allowing work to proceed smoothly. By automating the process until the information is stored in the Notion database, it prevents any gaps or omissions in information management and improves work efficiency.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

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.

Related apps

Google Ads

LINE Official Account

Templates using

View all related templates

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.

Related apps

Notion