An automated workflow using zapier
Connects Salesforce Essentials + Google Calendar
Add new events in Salesforce Essentials to Google Calendar
About this workflow template
This automation scenario allows you to connect Salesforce Essentials and Google Calendar
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Diagram
How it works?
When this trigger fires in Salesforce Essentials
New Record in Salesforce Essentials
Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.
Then this action happens in Google Calendar
Create Detailed Event in Google Calendar
Create an event by defining each field.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new events in Salesforce Essentials to Google Calendar.
Part I
Configure Applications
First, we need to connect Salesforce Essentials and Google Calendar to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Salesforce Essentials to Zapier.
Give Zapier access to your Salesforce Essentials account, using Salesforce Essentials credentials.
Connect Google Calendar to Zapier.
Give Zapier access to your Google Calendar account, using Google Calendar credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Salesforce Essentials
Choose the following trigger: New Record (Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.).
Then set up an Action for Google Calendar
Choose this action: Create Detailed Event (Create an event by defining each field.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Salesforce Essentials and Google Calendar.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new events in Salesforce Essentials to Google Calendar!
Related Automation Templates
Supported triggers and actions
New event
Triggers when an event is created.
triggerbyzapierpabbly-connectalbatoEvent start
Triggers when a specified amount of time before an event starts.
triggerbyzapierautomateioNew or updated event
Triggers when an event is created or updated (except when it's cancelled).
triggerbyzapierAny event starts
This Trigger fires a set number of minutes before the starting time of any event on your Google Calendar. Note: The time in the ingredient will be based on the timezone set in Google Calendar.
triggerbyiftttEvent from search starts
This Trigger fires a set number of minutes before the starting time of an event on your Calendar that contains a specific keyword or phrase in the event’s Title, Description, or Location. Ingredient will be based on the zone set in Google.
triggerbyiftttNew event added
This Trigger fires every time a new event is added to your Google Calendar. Note: The time in the ingredient will be based on the timezone set in Google Calendar.
triggerbyifttt
Create record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
actionbyzapierUpdate record
Updates an existing record for a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
actionbyzapierFind record
Finds a record of a specified Salesforce object by a field and value you choose.
actionbyzapierAdd lead to campaign
Adds an existing lead to an existing campaign.
actionbyzapierAdd contact to campaign
Adds an existing contact to an existing campaign.
actionbyzapierCreate attachment
Creates a new attachment (max 25MB).
actionbyzapier
Apps you need
Salesforce Essentials alternatives
Google Calendar, the free time-management web application, simplifies scheduling and organizing your daily events. Easily manage and share your schedule with customizable notifications, ensuring you stay on top of your commitments.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
