Zoomのウェビナー参加者情報をもとに、Notionで営業リストを自動作成する

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■概要

Zoomのウェビナー参加者情報をもとに、Notionで営業リストを自動作成する業務ワークフローです。
参加者の氏名やメールアドレスをNotionへ自動登録することで、リスト作成の自動化を実現し、営業チームの工数を削減します。

■このテンプレートをおすすめする方

  • Zoomでウェビナーを開催し、参加者情報の収集や整理に追われている方
  • Notionで営業リスト管理をしているものの、手入力が中心でミスや時間ロスが気になる方
  • リスト作成の自動化を導入し、営業データの精度アップとスピード向上を目指したい営業担当者
  • Yoomを活用した業務ワークフローに興味があり、実際の運用イメージを知りたいIT管理者やチームリーダー

■このテンプレートを使うメリット

  • 参加者データを自動でNotionに登録することで、入力ミスを防止できます。
  • 営業リストの作成時間を短縮し、迅速に次のアクションへ移行できます。
  • 新規参加者の情報がリアルタイムでリストに追加されるため、効率的な営業活動を実現します。
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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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