Create a Zoom meeting when a task matching specific conditions is created in Close

■Overview

Do you use Close to manage customers and sales tasks, but still set up online meetings in Zoom manually, leading to extra work and configuration errors?
With this workflow, whenever a task meeting specific conditions is created in Close, a Zoom meeting is automatically created and the relevant participants are notified. Automate the integration between Close and Zoom to streamline your sales operations.

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■Who This Template Is For

• Those who use Close for sales activities and manually set up meetings in Zoom
• Those who find it time-consuming to transfer information between Close and Zoom and are considering automating their workflows
• Managers who want to streamline task management and meeting setup processes across their sales team

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■Benefits of Using This Template

• Zoom meetings are automatically scheduled when tasks are created in Close, reducing the time spent on manual work so you can focus on core activities
• Prevent human errors such as incorrect dates, times, or participant details and missed meeting setups, reducing the risk of losing sales opportunities

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■Workflow

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. Then, configure a branch in the operation and specify conditions, such as whether the task name contains “meeting”
4. Finally, set Zoom’s “Create a meeting” action in the operation for when the conditions are met, and create a meeting based on the Close task information

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

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■Customization Options

• For the branch, set the conditions that trigger Zoom meeting creation, such as specific keywords in the subject or details of tasks created in Close
• When creating a meeting in Zoom, you can choose how to set the invitees—for example, retrieve their email addresses from Close task information or specify fixed email addresses

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■Notes

• Connect both Close and Zoom to Yoom.
• Branches are an operation available on the Mini plan and above. On the Free plan, the configured workflow bot operation will result in an error.
• Paid plans, including the Mini plan, come with a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.