Once the Zoom webinar is over, register the participant information as leads in Salesforce.

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■Overview

The flow "Register participant information as leads in Salesforce after a Zoom webinar ends" is a business workflow that automatically links participant data to Salesforce after a webinar, streamlining the preparation for sales activities.
It eliminates the need for manual data entry and enables efficient lead management.
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■Recommended for

Sales representatives who regularly host Zoom webinars and want to manage participant data in Salesforce
Marketing teams looking to automate lead management by leveraging the integration of Salesforce and Zoom
Sales and marketing personnel who spend time manually entering participant information after webinars
Executives who want to improve the sales process through efficient lead registration

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■Benefits of using this template

Are you finding the lead registration process after a Zoom webinar cumbersome?
This flow automatically registers the data of Zoom webinar registrants as leads in Salesforce, reducing the effort of manual entry and allowing for more effective use of time.
It also prevents registration errors and improves data accuracy.
You can expedite sales activities and avoid missing follow-up opportunities.

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About the Apps You Use

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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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