Tired of manually adding Google Calendar event for new Salesforce task?

How to Add 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

Sign Up To Pabbly Connect 

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.

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So, get ready as we’re going to discover the Salesforce and Google Calendar integration.

Step 1: Sign up to Pabbly Connect

Sign Up

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

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the ‘Access Now’ button as shown in the above image.

Step 3: Workflow for Salesforce to Google Calendar Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow to add Google Calendar event for new Salesforce task & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

Name the Workflow

Now, name the workflow as per your need (for instance: Salesforce to Google Calendar) and push the ‘Create’ button available here.

Step 4: Setting Trigger for Salesforce to Google Calendar Integration

To automatically add Google Calendar event for new Salesforce task, you’ll need to set-up a trigger using Pabbly Connect.

(a) Select Application you Want to Integrate

Select Salesforce

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’.

(b) Click Connect Button

Connect with Salesforce

After choosing the app, click on the given ‘Connect with Salesforce’ button.

Step 5: Connecting Salesforce to Pabbly Connect

Authorize Application Salesforce

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.

Step 6: Add a Test Task

To check whether this integration is working or not, we will add a dummy task in our Salesforce account.

(a) Create a Task

Create Task Salesforce

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.

(b) Send Test Request

Send Test Request Salesforce

Next, we will click on the ‘Save & Send Test Request’ button to capture the data in Pabbly Connect.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the ‘Create’ in Salesforce, the task info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ button.

Step 8: Setting Actions for Salesforce to Google Calendar Integration

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.

(a) Select Application you Want to Integrate

select-date-time-formatter

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’.

(b) Click the Connect Button

Connect Date/Time Formatter

After choosing the application click on the ‘Connect with Date/Time Formatter’ button to move forward.

(c) Map the Fields

Map the Fields Date Formatter

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.

(d) Save the API Response

Save the API Response Date Formatter

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.

(e) Select Application you Want to Integrate

Select Google Calender

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’.

(f) Click the Connect Button

Connect with Google Calender

After choosing the application click on the ‘Connect with Google Calendar’ button to move forward.

Step 9: Connecting Google Calendar to Pabbly Connect

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.

(a) Authorize Application

Authorize Application Google Calender

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.

(b) Map the Fields

Map the Fields

After connecting with your Google account, map all the fields quickly like the calendar, title, etc.

(c) Save and Send Test Request

Send Test Request

Once you are done adding up all field data click on the ‘Save & Send Test Request’ button.

Step 10: Check Response in Google Calendar

Check Response

In the end, when you check your Google Calendar, the event has been created automatically.

Conclusion –

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.

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