When activity information (activity) is registered in Salesforce, register a meeting in Zoom.

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■Overview

‍When activity information (activities) is registered in the activity items of Salesforce's opportunity or account objects, a meeting is automatically registered in Zoom.

By registering a planned activity in Salesforce, a meeting schedule is automatically registered in Zoom, eliminating the need for double entry.

It is also possible to share the issued Zoom URL and meeting information via Slack or email.

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■Notes

・It takes 5 to 15 minutes for the schedule to be registered in Zoom after the activity information is registered in Salesforce.

・Integration settings with both Salesforce and Zoom are required for Yoom.

・Available with Yoom's team plan or higher.

・Salesforce is an app that can only be used with the team plan or success plan. For the free plan or mini plan, the operations or data connections set in the flow bot will result in errors, so please be careful.

・Paid plans such as the team plan or success plan offer a two-week free trial. During the free trial, you can use apps that are normally restricted.

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