Integrate Salesforce with Google Tasks

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Google Tasks

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About Google Tasks

Google Tasks is a to do list that makes it easy to plan your day and stay organized. It helps you keep track of the tasks that matter most to you—at work, at home, and everywhere in between.

Want to explore Salesforce + Google Tasks quick connects for faster integration? Here’s our list of the best Salesforce + Google Tasks quick connects.

Explore quick connects

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Connect Salesforce + Google Tasks in easier way

It's easy to connect Salesforce + Google Tasks without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Completed Task

    Triggers when a task is completed in a specific task list.

  • New Task

    Triggers when a new task is added or updated old task.

  • New Task List

    Triggers when a new task list is created.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Task

    Creates a new task.

  • Create Task List

    Creates a new task list.

  • Update Task

    Update an existing task.

How Salesforce & Google Tasks Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Google Tasks as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to Google Tasks.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Google Tasks

  • Salesforce is a customer relationship management (CRM. software that enables users to interact with customers, partners, and employees. It provides a wide range of functionality including sales automation, marketing, customer service, analytics, social enterprise, and artificial intelligence. It also provides the ability to integrate these functionalities with other applications like Google Tasks.
  • Google Tasks is an online task management application developed by Google. It allows users to add tasks and subtasks, organize them into projects, and share them with other users. The tasks are synchronized across multiple devices and platforms.
  • Integration of Salesforce and Google Tasks allows users to get all data in one place so that it can be accessed anytime and anywhere. It enables users to keep track of all information related to Salesforce in Google Tasks. This integration also allows users to use Google Tasks’ powerful features such as task lists, reminders, due dates, project templates, sharing options, and much more.
  • Salesforce-Google Tasks Integration helps streamline and automate the fplowing processes:
    • Salesforce-Google Tasks Integration allows companies to save time on repetitive tasks. For example, if a manager wants to update an employee’s contact information in Google Tasks from Salesforce, he/she doesn’t have to go back and forth between the two applications. He/she just needs to select the contact information from the relevant record in Salesforce and update the same information in Google Tasks. This saves time for the manager and the employee.
    • It also helps companies come up with better cplaboration strategies. For example, if a manager is planning a sales event, he/she can send out an invitation for the same via email which has details of the event. This is possible because Google Tasks shows you all the relevant information about the sales event like tasks related to participants from Salesforce, attachments related to sales event, etc. All this information is in one place without cluttering your inbox or desktop.
    • If an employee is working on a new product but doesn’t have time to complete it before his/her next vacation, he/she can ask someone else to complete it on his/her behalf. The person who takes over the task will get all the necessary information related to the task from both Google Tasks and Salesforce. He/she can access all emails sent by the employee regarding the product and all documents attached to those emails in Google Drive through one click.

  • In conclusion, we can say that integration of Salesforce and Google Tasks makes work easier for users by integrating their tasks and emails from Salesforce into Google Tasks. Work can be completed faster, resulting in improved productivity and reduced confusion.
  • The process to integrate Salesforce and Google Tasks may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm