Zoomで特定のミーティングが終了したらSalesforceで録画URLを含む案件管理用のカスタムオブジェクトを作成する

No items found.

■概要
「Zoomで特定のミーティングが終了したらSalesforceで録画URLを含む案件管理用のカスタムオブジェクトを作成する」ワークフローは、特定のZoomミーティング終了後に自動で録画URLを取得し、それをSalesforceの案件管理用カスタムオブジェクトに登録する業務ワークフローです。
特定の商談やプロジェクトに関連するミーティングの録画が自動でSalesforceに登録され、営業チームは必要な情報に素早くアクセスできます。特定のミーティング後にのみ適用されるため、関連性の高い会議に絞った商談管理が可能になります。

‍

■このテンプレートをおすすめする方

特定のZoomミーティング後に録画URLをSalesforceに自動で登録したい営業担当者
商談ごとに録画内容を確認し、進捗を管理したい営業チーム
特定のプロジェクトに関連するミーティング録画を自動で紐づけたい方
特定のミーティング録画をSalesforceで効率的に管理したい方

‍

■このテンプレートを使うメリット

特定のミーティングに対応：指定したZoomミーティング後にのみ録画URLがSalesforceに自動登録されます。
作業の効率化：手動での録画URL登録作業が省略され、営業活動が効率的に行えます。
情報管理の簡便化：録画URLがSalesforceのカスタムオブジェクトに自動で紐づけられ、商談内容が一元管理できます。
時間の節約：録画URLの手動登録作業がなくなり、営業チームは他の業務に集中できます。

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

Once the meeting on Zoom ends, transcribe and summarize the meeting and add it to Jooto.

When a meeting on Zoom ends, this flow automatically transcribes and summarizes the meeting content, and adds the transcription results as tasks in Jooto. By using AI-generated summaries, there is no need to manually summarize the text.

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

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

Notion