Trigger Google Calendar Events Based on Salesforce Lead Status

Quick summary

This demo shows how to build a Zap that automatically creates Google Calendar events whenever a Salesforce lead status is updated, eliminating manual scheduling and keeping your sales follow-ups on track.

Steps

1. Click "Create" and select "Zaps" to begin the automation process.
2. Click "Trigger" to start configuring the trigger step.
3. Search for and select Salesforce as the trigger app.
4. Choose a trigger event such as "Updated Record" or "New Lead."
5. Connect your Salesforce account to authorize the integration.
6. Select the specific lead status change that should trigger the event.
7. Run a test to verify the Salesforce trigger is working correctly.
8. Add Google Calendar as the Action App.
9. Choose an action event such as "Create Detailed Event."
10. Connect your Google Calendar account to authorize the action.
11. Map Salesforce lead details — such as name, status, and follow-up date — to the corresponding Google Calendar event fields.
12. Run a test to confirm the calendar event is created successfully.
13. Click "Publish" to activate your Zap and go live.