Once the Zoom webinar is over, register participant information as leads in Salesforce and send follow-up emails.

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■Overview

The workflow "Register participant information as leads in Salesforce and send follow-up emails after the Zoom webinar ends" streamlines post-webinar follow-up tasks. By implementing this workflow, you can smoothly manage leads and follow-ups after webinars, supporting business growth.

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■Recommended for

Marketing professionals who manually register Zoom webinar participant information in Salesforce
Sales teams spending time on sending follow-up emails after webinars
IT professionals in companies looking to enhance integration between Salesforce and Zoom to improve operational efficiency
Executives aiming to automate webinar operations and pursue more strategic marketing activities

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■Benefits of using this template

Manually registering participant information in Salesforce and sending follow-up emails after a Zoom webinar is time-consuming and labor-intensive. By utilizing Yoom, participant information is automatically registered in Salesforce after the Zoom webinar ends, eliminating the need for manual input. Additionally, follow-up emails are automatically sent simultaneously with lead registration, enabling prompt responses. Automation helps prevent human errors common with manual input and allows for centralized management of participant data, among other benefits.

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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.

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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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