When a meeting with a customer is scheduled in Salesforce, register it in Google Calendar and send the meeting URL via Gmail.

■Overview

This flow registers a meeting scheduled with a customer in Salesforce to Google Calendar and sends the meeting URL via Gmail.

By using Yoom, you can easily integrate between apps without programming.

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‍■Recommended for

1. Those who use Salesforce for sales activities

・Those who want to use the registered meeting information in other apps

2. Those who use Google Calendar for business

・Those who want to prevent scheduling errors or omissions and achieve accurate schedule management

3. Those who communicate with customers via Gmail

・Those who want to automate the sending of template emails such as meeting invitations to improve efficiency

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■Benefits of using this template

When you register an online meeting schedule in Salesforce, you can automate everything from calendar registration to sending the meeting URL via email, minimizing the risk of transcription errors or missed communications.

Additionally, the communication process with customers is standardized, enabling quick and consistent responses.

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■Notes

・Please integrate Yoom with Salesforce, Google Calendar, Gmail, and Google Sheets.

・The branching feature is available for Mini Plan and above, and Salesforce is available for Team Plan and above. If you are on a plan that is not eligible, the operations and data connections you have set will result in errors, so please be careful.

・A 2-week free trial is available for paid plans. During the free trial, you can use restricted features (operations) and apps.

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

・In this flow, dates are converted from Coordinated Universal Time (UTC) to Japan Standard Time (JST) using Google Sheets.