When an event is created in Google Calendar, automatically sync it with Salesforce.

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■Overview

The flow "Automatically sync events created in Google Calendar to Salesforce" is a business workflow that streamlines schedule management and customer management.
When a new event is registered in Google Calendar, the information is automatically synced to Salesforce.

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■Recommended for

Sales representatives who regularly use Google Calendar and want to streamline schedule management
Those who manage customer information using Salesforce but spend a lot of time on manual data entry
IT personnel who want to automate operations by integrating multiple SaaS applications and improve work efficiency
Managers who want to centrally manage schedules and customer data for the entire team and facilitate smooth information sharing
Business owners aiming to automate daily operations by building business workflows using Yoom

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■Benefits of using this template

Manually syncing events registered in Google Calendar to Salesforce carries the risk of input errors.
This flow allows you to automatically register scheduled events in Salesforce.
This eliminates the hassle of manual data entry and double management, and is expected to improve the productivity of the entire team.
Especially for companies using many SaaS applications, this integration using Yoom supports smooth business operations by achieving centralized information management and real-time updates.

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About the Apps You Use

Google Calendar

Yoom allows you to integrate with Google Calendar's API without any code, enabling the automation of various tasks. For example, you can automatically register events in Google Calendar triggered by the registration of deals in SFA tools like Hubspot or Salesforce.

Related apps

Google Calendar

Templates using

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Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

Related apps

Salesforce