Create a Google Calendar event when a new party is detected in Capsule CRM

■Overview

If you manage customer information in Capsule CRM and schedules in Google Calendar, do you find yourself manually creating calendar events every time you add a new contact?
This manual process is time-consuming and can lead to errors such as missing entries or incorrect dates and times.
With this workflow, an event is automatically created in Google Calendar whenever a new party is added to Capsule CRM, helping you streamline this integration process.

■Who should use this template

• Anyone who uses Capsule CRM and Google Calendar together and finds manually creating events time-consuming
• Anyone who wants to streamline follow-up management in Google Calendar based on customer information in Capsule CRM
• Anyone looking to automate the entire workflow from customer management to schedule management

■Benefits of using this template

• Automatically create events when information is added to Capsule CRM, reducing the time spent manually entering events in Google Calendar
• Eliminate manual data transfers to help prevent human errors such as incorrect event dates, times, or details, as well as missed registrations

■Flowbot workflow

1. First, connect Capsule CRM and Google Calendar to Yoom
2. Next, select Capsule CRM as the trigger and set up the “New Party” action
3. Finally, select Google Calendar as the operation and set up the “Create event (all-day)” action

※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customizing this workflow

• Customize the event title, description, and other fields as needed when creating an event in Google Calendar
• Include Capsule CRM party information retrieved by the trigger, such as the company name and contact person, in the event title or details to create clearer, more informative events

■Notes

• ‍‍Connect both Capsule CRM and Google Calendar to Yoom.