Integrating Salesforce Tasks with Google Calendar Using Pabbly Connect

Learn how to automate the creation of Google Calendar events from Salesforce tasks using Pabbly Connect. This step-by-step guide covers all necessary integrations and actions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect, first navigate to the Pabbly Connect website. Once there, sign in to your account. If you are a new user, you can sign up for free and get started with 100 free tasks each month.

After signing in, you will see the Pabbly apps window. Click on Pabbly Connect to access the dashboard where you can create your automation workflows.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that integrates Salesforce with Google Calendar using Pabbly Connect. Click on the top right corner button labeled ‘Create Workflow’. A dialog box will appear asking for the workflow name and folder selection.

• Name your workflow: ‘Create Google Calendar Event from Salesforce Task’.
• Select a folder from the left side of the screen.

Once you have named your workflow and selected a folder, click the ‘Create’ button to finalize the workflow setup. This creates a new workflow where you will set up triggers and actions between Salesforce and Google Calendar.

3. Setting Up the Trigger with Salesforce

The next step involves setting up the trigger in Pabbly Connect. Select Salesforce as your trigger application and choose ‘New Task’ as the trigger event. Click on the ‘Connect’ button to establish a connection with your Salesforce account.

A window will prompt you to either add a new connection or select an existing one. Click on ‘Connect with Salesforce’ and grant the necessary permissions. After that, click on ‘Save and Send Test Request’ to capture the last created task in Salesforce.

Once the task is created in Salesforce, you will see a positive response in Pabbly Connect. This confirms that Salesforce is now connected, and the trigger setup is complete. Remember, Salesforce pulls data every 10 minutes, which can be adjusted if needed.

4. Setting Up the Action with Google Calendar

Now that the trigger is set, it’s time to configure the action in Pabbly Connect. Select Google Calendar as the action application and choose ‘Create an Event’ as the action event. Click on the ‘Connect’ button to link your Google Calendar account.

After connecting, select the calendar you want to use for the events. You will need to map data from the Salesforce task to the Google Calendar event. This includes:

• Mapping the title from the task subject.
• Mapping the description from the task details.
• Setting the start and end date/time based on the task’s created date and due date.

Once data is mapped, click on ‘Save and Send Test Request’. If successful, you will see the event created in your Google Calendar, confirming that the integration works seamlessly.

5. Conclusion

In this tutorial, we demonstrated how to automate the creation of Google Calendar events from Salesforce tasks using Pabbly Connect. This integration enhances project management by ensuring that all tasks are reflected in your calendar, keeping your team aligned and informed.

By following these steps, you can leverage the power of Pabbly Connect to streamline your workflows and improve efficiency in your business operations.