Integrate Salesforce with Google Calendar Using Pabbly Connect

Learn how to seamlessly integrate Salesforce with Google Calendar using Pabbly Connect in this detailed tutorial. Automate your task management effortlessly! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process between Salesforce and Google Calendar, you must first access Pabbly Connect. Begin by typing Pabbly.com in your browser and pressing enter. This will take you to the Pabbly website, where you can explore various products.

Once on the Pabbly homepage, navigate to the ‘Products’ section and select ‘Connect’. Click on ‘Sign In’ to access your Pabbly Connect dashboard. If you don’t have an account, you can create one for free in just a couple of minutes. Pabbly Connect allows you to automate workflows without any coding skills.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a workflow that integrates Salesforce and Google Calendar. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to name your workflow; you can name it ‘Salesforce to Google Calendar’.

• Click on ‘Create’ to proceed.
• In the Trigger App, select ‘Salesforce’.
• Choose ‘New Task’ as the trigger event.

Click on ‘Connect with Salesforce’ and allow access to your Salesforce account. Once connected, Pabbly Connect will capture the data from Salesforce whenever a new task is created.

3. Testing the Salesforce and Pabbly Connect Integration

With the workflow set up, it’s time to test the integration. Click on ‘Save and Send Test Request’ within Pabbly Connect. This action will display the details of the most recently created task in Salesforce. For instance, if you created a task titled ‘Washing Clothes’, the details such as subject and status will be shown.

To verify, create a new task in Salesforce. For example, create a task for Mr. Janie Jordan titled ‘Hunting Pics’ with a due date of January 23, 2021. Once created, return to Pabbly Connect and click on ‘Save and Send Test Request’ again. You should see the new task details reflected in the response.

4. Syncing Google Calendar with Pabbly Connect

Now that the Salesforce integration is working, the next step is to sync this data with Google Calendar using Pabbly Connect. Click the plus button to add another action step. In the action window, select ‘Google Calendar’ and choose ‘Create an Event’ as the action event.

• Connect with Google Calendar by allowing Pabbly Connect access.
• Map the task subject to the event title.
• Set the start and end date using the mapped dates in UTC format.

Ensure to fill in any additional details such as description and location if needed. After mapping all necessary fields, click on ‘Save and Send Test Request’ to finalize the event creation in Google Calendar.

5. Verifying the Integration Works

To confirm that the integration between Salesforce and Google Calendar via Pabbly Connect is functioning correctly, check your Google Calendar for the newly created event. For instance, the event titled ‘Hunting Pics’ should appear on the specified date.

Additionally, you can create another task in Salesforce, such as ‘Feeding Sparrows’, to see if it automatically reflects in Google Calendar. Refresh your calendar, and within a few minutes, you should see the new event added. This demonstrates that the integration is working seamlessly.

Conclusion

In this tutorial, we explored how to integrate Salesforce with Google Calendar using Pabbly Connect. By automating this process, you can enhance your task management efficiency and ensure that all new tasks are automatically reflected in your Google Calendar.