■Overview
This is a flow where you register meeting schedules with customers from Salesforce to Google Calendar and send the meeting URL via Outlook.
By using Yoom, you can easily integrate applications without the need for programming.
■Recommended for
1. Those who use Salesforce for their business operations
・Those who regularly register and update customer information
・Those who record and manage meeting schedules with customers in Salesforce
2. Those who manage meeting schedules with Google Calendar
・Those who want to streamline the registration of meeting schedules by integrating with Salesforce
・Those who want to remind meeting schedules registered in Google Calendar via Outlook
■Benefits of using this template
Manually registering and reminding meeting schedules with customers can be a hassle.
Moreover, performing multiple tasks manually can increase the workload and potentially decrease productivity.
With this flow, when a new record is registered in Salesforce, you can automate the registration of meeting schedules to Google Calendar and the sending of the meeting URL via Outlook from the record information.
By automating the registration of meeting schedules and reminders to customers starting from the record registration in Salesforce, you can improve the efficiency of manual tasks.
This also reduces the workload, allowing you to focus on other important tasks.
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