Create a Google Calendar event when Capsule CRM detects a new task

■Overview

Do you manage tasks in Capsule CRM while managing your schedule separately in Google Calendar, leading to duplicate data entry and transcription errors? With this workflow, whenever a new task is created in Capsule CRM, an event is automatically created in Google Calendar. Eliminate the hassle of manual integration and prevent important tasks from slipping through the cracks.

■Who Should Use This Template

• Anyone using Capsule CRM and Google Calendar together who manually adds task schedules to their calendar
• Anyone looking to streamline task management and automate schedule creation for sales activities
• Anyone who wants to share schedules for tasks created in Capsule CRM with their team’s Google Calendar

■Benefits of Using This Template

• Events are automatically created in Google Calendar when tasks are added to Capsule CRM, reducing the time previously spent on manual calendar entry
• Eliminate manual transcription to prevent human errors such as missed entries and incorrect dates, times, or details, improving task management accuracy

■Flowbot Workflow

1. First, connect Capsule CRM and Google Calendar to Yoom
2. Select Capsule CRM as the trigger and set the action to “When a new task is created”
3. Finally, select Google Calendar as the operation and set the action to “Create an event”

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

■How to Customize This Workflow

• Customize the information included in the event title and description when creating an event in Google Calendar. By using the Capsule CRM task name, details, and other information retrieved by the trigger, you can create events based on dynamic data
• You can also choose the calendar where events are created and whether to create all-day events based on your workflow needs

■Notes

• ‍‍Connect both Capsule CRM and Google Calendar to Yoom.