Use Cases
- Automatically sync new Google Calendar events to Salesforce for better lead management.
- Transfer event details from Google Calendar to Zoho CRM for improved team collaboration.
- Ensure all customer interactions are logged in Salesforce and Zoho CRM without manual effort.
How It Works
Triggers when a new event is created in Google Calendar. Sets up the necessary data for transfer. Sends the event details to Salesforce for record-keeping. Updates Zoho CRM with the same event information for consistency.
Setup Steps
- 1Import the workflow template into n8n.
- 2Connect your Google Calendar account.
- 3Authorize Salesforce and Zoho CRM accounts.
- 4Configure any specific fields to sync in the Set node.
- 5Activate the workflow to start syncing.
Apps Used
Google Calendar
Salesforce
Zoho CRM
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation