Create a Zoom meeting when a task is created in Close

■Overview

After managing customers or creating tasks in Close, are you still setting up Zoom meetings manually? Switching between these apps is not only time-consuming, but can also lead to mistakes such as forgetting to share the meeting URL. This workflow detects when a new task is created in Close and automatically creates a Zoom meeting. By seamlessly connecting Zoom and Close, you can eliminate tedious manual work and focus on more important tasks.

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■Who should use this template

• Sales representatives who manage tasks in Close and frequently hold online meetings in Zoom
• Those who want to improve efficiency through automation because manually transferring information between Close and Zoom is time-consuming
• Teams that want to speed up customer communication by seamlessly connecting task creation with meeting setup

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■Benefits of using this template

• Automatically generate a Zoom meeting when a task is created in Close, reducing the time required for manual setup
• Help prevent human errors such as failing to generate a meeting URL or incorrectly linking it to related information

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■Flow bot steps

1. First, connect Close and Zoom to Yoom
2. Next, select Close as the trigger and set the action to “When a new task is created”
3. Finally, select Zoom as the operation and set the action to “Create a meeting”

※“Trigger”: The action that starts the flow. “Operation”: The action that processes data within the flow after the trigger starts.

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■Customization options

• For the action that creates a Zoom meeting, you can set the email address of the host. This allows you to automatically create meetings hosted by a specific user

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■Notes

• Connect both Close and Zoom to Yoom.