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

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

Launch this workflow to connect Salesforce & Google Calendar !
Try this template

◼️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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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.
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Salesforce
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×
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Google Calendar
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About the apps you use
Salesforce
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No-Code API Actions
Executable API actions
All
Salesforce
Google Calendar
Flowbot triggers
    When a new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
    When a calendar event is created
    When a calendar event is updated
    When a calendar event is deleted
    When an event is created
    When a schedule is updated
    When a schedule is deleted
Flowbot operations
    Get Lead records
    Update Lead Records
    Create Lead Record
    Search Lead records
    Get Latest Lead Record
    Get Account records
    Update Account records
    Create Account Record
    Search Account records
    Get Opportunity Record
    Update Opportunity records
    Create Opportunity Record
    Search Opportunity records
    Get Contact Record
    Update Contact records
    Create Contact Records
    Search Contact records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search custom object records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (Excluding Deleted Records)
    Search Account Records (Excluding Deleted Records)
    Search Opportunity Records (Excluding Deleted Records)
    Search Contact Records (Excluding Deleted Records)
    Search Custom Object Records (Excluding Deleted Records)
    Download Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity Record
    Log Activity on Contact
    Create To-Do on Lead
    Create ToDo on Account Object
    Create Task on Opportunity
    Create Task on Contact
    Log Activity on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with Person
    Add Email Message to Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Log Activity on Custom Object
    Get Content IDs of Files Related to a Record
    Get Latest Content Version ID
    Download Files
    Get Contract Record
    Update Contract records
    Create Contract Object Record
    Delete Contract Record
    Create Calendar Event
    Search User Object Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get User List
    Get Account List
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    Get Object List
    Get Custom Object List
    Get Chatter Group ID List
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
    Get File Name
    Get Email Messages
    Search Records with SOQL
    Get event list in UTC (deprecated)
    Create event (deprecated)
    Get event details
    Change calendar sharing settings
    Add the specified calendar to the calendar list
    Remove a calendar from the Calendar List
    Update Event (Deprecated)
    List events (deprecated)
    Delete Event
    Create an all-day event (Deprecated)
    Create event without Google Meet (Deprecated)
    Create all-day event without Google Meet (Deprecated)
    Update event
    List events
    Create all-day event
    Create event without Google Meet
    Create event
    Create all-day event without Google Meet
    Search events
    Create a recurring event
    Create a recurring all-day event
    Update All-day Event
    Change Event Organizer
    Get event list (regular events only)
    Update Event without Google Meet
    Delete Calendar
    Update Calendar
    Get calendar list
    Create Calendar
    Get busy time for the specified calendar
Flowbot triggers
    When a new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
    When a calendar event is created
    When a calendar event is updated
    When a calendar event is deleted
Flowbot operations
    Get Lead records
    Update Lead Records
    Create Lead Record
    Search Lead records
    Get Latest Lead Record
    Get Account records
    Update Account records
    Create Account Record
    Search Account records
    Get Opportunity Record
    Update Opportunity records
    Create Opportunity Record
    Search Opportunity records
    Get Contact Record
    Update Contact records
    Create Contact Records
    Search Contact records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search custom object records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (Excluding Deleted Records)
    Search Account Records (Excluding Deleted Records)
    Search Opportunity Records (Excluding Deleted Records)
    Search Contact Records (Excluding Deleted Records)
    Search Custom Object Records (Excluding Deleted Records)
    Download Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity Record
    Log Activity on Contact
    Create To-Do on Lead
    Create ToDo on Account Object
    Create Task on Opportunity
    Create Task on Contact
    Log Activity on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with Person
    Add Email Message to Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Log Activity on Custom Object
    Get Content IDs of Files Related to a Record
    Get Latest Content Version ID
    Download Files
    Get Contract Record
    Update Contract records
    Create Contract Object Record
    Delete Contract Record
    Create Calendar Event
    Search User Object Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get User List
    Get Account List
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    Get Object List
    Get Custom Object List
    Get Chatter Group ID List
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
    Get File Name
    Get Email Messages
    Search Records with SOQL
Flowbot triggers
    When an event is created
    When a schedule is updated
    When a schedule is deleted
Flowbot operations
    Get event list in UTC (deprecated)
    Create event (deprecated)
    Get event details
    Change calendar sharing settings
    Add the specified calendar to the calendar list
    Remove a calendar from the Calendar List
    Update Event (Deprecated)
    List events (deprecated)
    Delete Event
    Create an all-day event (Deprecated)
    Create event without Google Meet (Deprecated)
    Create all-day event without Google Meet (Deprecated)
    Update event
    List events
    Create all-day event
    Create event without Google Meet
    Create event
    Create all-day event without Google Meet
    Search events
    Create a recurring event
    Create a recurring all-day event
    Update All-day Event
    Change Event Organizer
    Get event list (regular events only)
    Update Event without Google Meet
    Delete Calendar
    Update Calendar
    Get calendar list
    Create Calendar
    Get busy time for the specified calendar
Tab 1
Tab 2
Tab 3
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