Trigger Google Calendar Events Based on Salesforce Lead Status
Here's how to do it:
- Click "Create" and select "Zaps" to begin the automation process.
- Click "Trigger."
- Search for and select Salesforce.
- Choose a trigger event like "Updated Record" or "New Lead."
- Connect your Salesforce account.
- Select the lead status change that should trigger the event.
- Run a test.
- Add Google Calendar as the Action App.
- Choose an action event like "Create Detailed Event."
- Connect your Google Calendar account.
- Map Salesforce lead details (e.g., name, status, follow-up date) to Google Calendar event fields.
- Run a test.
- Click "Publish" to activate your Zap.
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