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CalendarHero + Salesforce Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About CalendarHero

Zoom.ai is a chat-based productivity platform that allows employees to safely automate routine operations such as meeting scheduling, file searching, CRM management, and document generation, allowing them to operate more efficiently.

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.

Salesforce Integrations
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Best ways to Integrate CalendarHero + Salesforce

  • CalendarHero Salesforce

    CalendarHero + Salesforce

    Create Lead to Salesforce from New Meeting Request in Zoomai Read More...
    Close
    When this happens...
    CalendarHero New Meeting Request
     
    Then do this...
    Salesforce Create Lead
  • CalendarHero Salesforce

    CalendarHero + Salesforce

    Create Custom Object to Salesforce from New Meeting Request in Zoomai Read More...
    Close
    When this happens...
    CalendarHero New Meeting Request
     
    Then do this...
    Salesforce Create Custom Object
  • CalendarHero Salesforce

    CalendarHero + Salesforce

    Create Contact to Salesforce from New Meeting Request in Zoomai Read More...
    Close
    When this happens...
    CalendarHero New Meeting Request
     
    Then do this...
    Salesforce Create Contact
  • CalendarHero Salesforce

    CalendarHero + Salesforce

    Update Contact in Salesforce when New Meeting Request is created in Zoomai Read More...
    Close
    When this happens...
    CalendarHero New Meeting Request
     
    Then do this...
    Salesforce Update Contact
  • CalendarHero Salesforce

    CalendarHero + Salesforce

    Update Custom Object in Salesforce when New Meeting Request is created in Zoomai Read More...
    Close
    When this happens...
    CalendarHero New Meeting Request
     
    Then do this...
    Salesforce Update Custom Object
  • CalendarHero {{item.actionAppName}}

    CalendarHero + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect CalendarHero + Salesforce in easier way

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

    Triggers
  • New Contact

    Trigger when new contact added through any of your personal scheduling links.

  • New Meeting Request

    Triggers when new meeting request created by you.

  • New Account

    Triggers the moment a new account 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.

    Actions
  • Create Contact

    Creates a contact

  • Create Meeting Request

    create a meeting request

  • 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.

How CalendarHero & Salesforce Integrations Work

  1. Step 1: Choose CalendarHero 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 Salesforce 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 CalendarHero to Salesforce.

    (2 minutes)

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

Integration of CalendarHero and Salesforce

  • CalendarHero is a powerful cplaboration platform with a calendar twist. It is a cloud-based service that works on all devices and also integrates with other cloud-based applications. It helps users manage their time and cplaborate with others by automating tasks like scheduling meetings, appointments, and creating events.
  • Salesforce is a customer relationship management (CRM. software that helps businesses manage their sales and marketing programs. It has a number of useful features such as marketing automation, lead scoring, social integration, data analytics, and many more. With the addition of CalendarHero, you can use the features of Salesforce to plan your day to day meetings and meetings for your customers. You can also access its features to share calendars and track meeting attendees.
  • Integration of CalendarHero and Salesforce

    With the integration of CalendarHero with Salesforce, users can share calendars with their teams, which makes it easier to schedule meetings and organize multiple appointments across various time zones. You can create an event in Salesforce and invite all your stakehpders to that event. This allows you to plan and manage not only your own work but also set up meetings with your team or customers without creating multiple calendars, reminders, etc. You can also easily add new events to your Salesforce calendar, e.g., events organized by your team members. These events are automatically added to your personal calendar in CalendarHero.

    Benefits of Integration of CalendarHero and Salesforce

    The integration of CalendarHero with Salesforce offers several benefits such as:

    Users can quickly view all the events on their calendar by clicking on the link that is provided in Salesforce so that they don't have to log into CalendarHero separately.

    It makes it easy for users to manage their appointments and meetings.

    Users can keep track of important dates in Salesforce along with their other appointments in CalendarHero.

    The integration between these two applications also allows users to see their Salesforce activity feeds directly on their CalendarHero calendar.

    We have now discussed about the integration of CalendarHero with Salesforce, how it works, how it helps you with organizing your meetings, etc. We expect this view will help you in writing your article/assignment on this topic. If you need any further help regarding this assignment or other topics, please feel free to contact our support team and we will try our best to help you out.

    The process to integrate CalendarHero and Salesforce 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.