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.
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 IntegrationsCalendarHero + Salesforce
Create Lead to Salesforce from New Meeting Request in Zoomai Read More...CalendarHero + Salesforce
Create Custom Object to Salesforce from New Meeting Request in Zoomai Read More...CalendarHero + Salesforce
Create Contact to Salesforce from New Meeting Request in Zoomai Read More...CalendarHero + Salesforce
Update Contact in Salesforce when New Meeting Request is created in Zoomai Read More...CalendarHero + Salesforce
Update Custom Object in Salesforce when New Meeting Request is created in Zoomai Read More...It's easy to connect CalendarHero + Salesforce without coding knowledge. Start creating your own business flow.
Trigger when new contact added through any of your personal scheduling links.
Triggers when new meeting request created by you.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Creates a contact
create a meeting request
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
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.
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.
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