■Overview
This flow registers meeting schedules with customers from Salesforce to Google Calendar and sends the meeting URL via Gmail.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Companies utilizing Salesforce as a customer management tool
・For those who want to automate meeting creation based on customer information managed in Salesforce
2. Those who use Google Calendar regularly
・For those who manage meeting schedules with Google Calendar and want to send notifications easily via Gmail
3. Companies that frequently use Gmail for communication
・For those who want to automatically send standard communications such as meeting invitation emails
■Benefits of using this template
There are several benefits to the flow of automatically registering meeting schedules with customers from Salesforce to Google Calendar and sending the meeting URL via Gmail.
Firstly, it significantly reduces the time spent on manually adding schedules to the calendar and sending URLs via email.
This allows you to focus on more important tasks. Additionally, quick sharing of meeting URLs facilitates smooth communication with customers.
Moreover, it prevents scheduling overlaps or omissions due to human error.
Accurate schedule management enhances reliability and contributes to business success.
■Notes
・Please integrate Salesforce, Google Calendar, and Gmail with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, operations and data connections of the configured flow bot will result in errors, so please be aware.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
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