Check the participants of the Zoom webinar and register the unregistered information as leads in Salesforce.

No items found.

■Overview

The flow "Verify Zoom Webinar Participants and Register Unregistered Information as Leads in Salesforce" is a business workflow that leverages the integration of Zoom and Salesforce.
By automatically importing webinar participant data into Salesforce, it eliminates the need for manual data entry and enhances the accuracy of lead management.
This improves the efficiency of marketing and sales activities.
‍

■Recommended for

Marketing professionals who regularly host Zoom webinars and want to centrally manage participant information in Salesforce
Sales teams who are spending too much time on manual data entry and are aiming for operational efficiency
Those who are already using the integration of Zoom and Salesforce but are facing challenges in managing unregistered lead information
Companies that want to prevent data leakage of webinar participants and ensure they are effectively utilized as leads

‍

■Benefits of Using This Template

Manually entering Zoom webinar participant information into Salesforce is time-consuming.
It also takes time to verify whether the information has been registered.

By utilizing this flow to automate the registration of information from Zoom to Salesforce, you can reduce the burden of manual work.
Additionally, by ensuring that unregistered information is captured as leads, you are less likely to miss business opportunities.
The integration of Salesforce and Zoom centralizes data management and facilitates smooth follow-up activities.

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!

After finishing a meeting with a company on Zoom, create a new board on Miro.

Once the meeting with the company on Zoom is finished, you can create a new board on Miro. By creating a board for the company on Miro, it becomes easier for the team to discuss future sales strategies.

See details

When the meeting ends on Zoom, retrieve the recording information and add it to Google Sheets.

When a meeting ends on Zoom, this flow retrieves the recording information and adds it to a Google Spreadsheet. By consolidating information into the Google Spreadsheet as the main database, it reduces the effort required for data sharing.

See details

When the meeting on Zoom ends, save the transcription data of the meeting to Notion.

When a meeting ends on Zoom, the meeting content is automatically transcribed, and the transcription data is saved to Notion. Please modify the settings for each action as needed.‍

See details

When the meeting on Zoom ends, transcribe and summarize the minutes, and notify on Microsoft Teams.

When a meeting on Zoom ends, this flow automatically transcribes and summarizes the meeting content, then notifies the transcription results to Microsoft Teams. By using AI operations to automatically transcribe and summarize, it is possible to accurately record the discussions and decisions made during the meeting.

See details

When the meeting on Zoom ends, save the transcription of the meeting to Google Docs.

Once the meeting on Zoom ends, the content of the meeting will be automatically transcribed, and the transcription data will be saved to Google Docs. Please modify the settings of each action as needed.‍

See details

Save to box after the meeting ends on Zoom.

After the Zoom meeting ends, this flow retrieves the recording information and stores the data in Box. The recording information is organized promptly, significantly improving work efficiency. It saves time on manual file management.

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

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

Zoom

Templates using

View all related templates

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.

Related apps

Salesforce