Tired of manually adding Google Calendar event for new Salesforce task?
If yes then worry not as we are going to tell you, how to integrate Salesforce with Google Calendar and automate tasks within a few minutes. You must be aware that there is no direct integration between these two services. So, we’ll be using Pabbly Connect to achieve this automation.
So, basically, Pabbly Connect is integration & automation software that lets you transfer data among multiple applications in real-time.
Most importantly, you don’t have to do any hard coding & even a fresher can use it efficiently. Also, this procedure will be just a one-time setup & after that, the workflow will take care of the rest.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
But, before jumping directly on the procedure first, let’s learn a bit about the services. Salesforce is a customer relationship management solution that brings companies and customers together. It’s a platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer. Whereas, Google Calendar is a time-management and scheduling calendar service developed by Google.
Consequently, once you’re done setting up this workflow your events will be created automatically in your Google Calendar whenever there is a new task created in Salesforce.
Additionally, we’ve embedded a video tutorial for this integration. So, have a look at it by yourself –
Besides, we have added the template for this integration to help you get started more quickly. You can click on the image given below to begin. Additionally, you can also visit the Marketplace & look for more integrations and apps.
So, get ready as we’re going to discover the Salesforce and Google Calendar integration.
Step 1: Sign up to Pabbly Connect
To add Google Calendar event for new Salesforce task first, visit the Pabbly Connect website & hit the ‘Sign-Up Free‘ button. Next on the registration page that opens subsequently either use your existing Gmail account or manually fill the registration form to signup.
Try Pabbly Connect for FREE
Next, after logging into the account, click on the ‘Access Now’ button as shown in the above image. Start with creating a workflow to add Google Calendar event for new Salesforce task & to do this push the ‘Create Workflow’ button first. Now, name the workflow as per your need (for instance: Salesforce to Google Calendar) and push the ‘Create’ button available here. To automatically add Google Calendar event for new Salesforce task, you’ll need to set-up a trigger using Pabbly Connect. When you click on the create button to generate the workflow, a page containing the trigger window will open next. Select the ‘Salesforce’ app from the ‘Choose App’ field drop-down options and in the ‘Trigger Event’ section select ‘New Task’. After choosing the app, click on the given ‘Connect with Salesforce’ button. To connect Salesforce to Pabbly Connect, you have to authorize the application. Now, click on the given ‘Connect with Salesforce’ button and grant permission to connect Salesforce and Pabbly Connect. To check whether this integration is working or not, we will add a dummy task in our Salesforce account. To create a new task, click on any of the listed contacts in your Salesforce dashboard then click on the ‘New Task’ option. Now, add all the required details of the task like subject, dates, etc, and hit the ‘Create’ button. Next, we will click on the ‘Save & Send Test Request’ button to capture the data in Pabbly Connect. Once you click on the ‘Create’ in Salesforce, the task info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ button. To make this Salesforce-Google Calendar integration work, you have to choose two actions for your trigger. The first action is of ‘Date/Time Formatter’ to convert the dates into the desired pattern. The second action is of ‘Google Calender’ to create an event. Now in this step, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Date/Time Formatter’ to integrate and in the method section select ‘Format Date Only’. After choosing the application click on the ‘Connect with Date/Time Formatter’ button to move forward. Next, we will map the date and the format in which we want to convert it and then hit the ‘Save & Send Test Request’ button. Here, we can see that the date is converted in the desired format, now hit the ‘Save’ button. You have to repeat this procedure for both the dates of the task. Now in this step, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Google Calendar’ to integrate and in the method section select ‘Create an Event’. After choosing the application click on the ‘Connect with Google Calendar’ button to move forward. To connect Google Calendar to Pabbly Connect, you have to authenticate your Google account. For that, you need to log in to your Google Account. To authorize the application, again click on the ‘Connect with Google Calendar’ button and then select the Google account through which you want to integrate the application. After connecting with your Google account, map all the fields quickly like the calendar, title, etc. Once you are done adding up all field data click on the ‘Save & Send Test Request’ button. In the end, when you check your Google Calendar, the event has been created automatically. All in all, this was all about ‘How to Add Google Calendar Event for New Salesforce Task’. Consequently, after completing the step-by-step procedure, you will end up auto-creating events in Google Calendar for every new Salesforce task. However, in the meantime go and try Pabbly Connect for FREE with all its premium features. Also, do comment us your queries in the section given below.Step 2: Access Pabbly Connect
Step 3: Workflow for Salesforce to Google Calendar Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for Salesforce to Google Calendar Integration
(a) Select Application you Want to Integrate
(b) Click Connect Button
Step 5: Connecting Salesforce to Pabbly Connect
Step 6: Add a Test Task
(a) Create a Task
(b) Send Test Request
Step 7: Test the Response in Pabbly Connect Dashboard
Step 8: Setting Actions for Salesforce to Google Calendar Integration
(a) Select Application you Want to Integrate
(b) Click the Connect Button
(c) Map the Fields
(d) Save the API Response
(e) Select Application you Want to Integrate
(f) Click the Connect Button
Step 9: Connecting Google Calendar to Pabbly Connect
(a) Authorize Application
(b) Map the Fields
(c) Save and Send Test Request
Step 10: Check Response in Google Calendar
Conclusion –
You May Also Like To Read –
