When activity information (activity) is registered in Salesforce, schedule it in Google Calendar.

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  3. When activity information (activity) is registered in Salesforce, schedule it in Google Calendar.
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◼️Overview‍

When activity information (activities) is registered in the activity fields of Salesforce's Opportunity or Account objects, the schedule is automatically registered in Google Calendar.

By registering activity schedules in Salesforce, schedules are automatically registered in Google Calendar, eliminating the need for double entry.

It is also possible to share the issued Meet URL and meeting information via Slack or email.‍

‍

◼️Notes‍

・Schedules will be registered in Google Calendar 5 to 15 minutes after activity information is registered in Salesforce.

・Integration settings with both Salesforce and Google Calendar are required for Yoom.

・Available with Yoom's Team Plan or higher.

・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections of the configured Flow Bot will result in errors, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are normally restricted.

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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.
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