■Overview
This flow registers a meeting schedule with a customer from Salesforce to Google Calendar and sends the meeting URL via Outlook.
By using Yoom, you can easily connect apps without the need for programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Salesforce.
■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 in Google Calendar and want to easily send notifications via Outlook
3. Companies that frequently communicate using Outlook
・For those who want to automatically send standard communications such as meeting invitation emails
■Benefits of using this template
By integrating Salesforce, Google Calendar, and Outlook, you can seamlessly manage meeting schedules with customers.
By utilizing this flow, meetings are automatically created in Google Calendar based on information registered in Salesforce, saving the effort of manual schedule registration.
Additionally, since the meeting URL reflected in Google Calendar is shared via Outlook, quick meeting setup is possible.
This allows for smooth and error-free meeting arrangements, improving the quality of customer interactions.
■Notes
・Please integrate Yoom with Salesforce, Google Calendar, and Outlook.
・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. If you are on the Free Plan or Mini Plan, operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are typically restricted.
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