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  • How do I use Zapier to send emails based on information from the Salesforce calendar?
Question

How do I use Zapier to send emails based on information from the Salesforce calendar?

  • 6 March 2024
  • 5 replies
  • 20 views
N

Does Zapier pull information from the SalesForce calendar and if so can I send an email using the information in the Calendar?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Niall Hannon 

What app are you trying to use for sending the email?

 

Review the available Zap app triggers/actions:

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
N

I’m trying to use Outlook and the main issue I think I’m having is logging these emails to specific clients. Such as placing these emails in the notes of the relationships tab.

Troy Tessalone
Userlevel 7
Badge +14

@Niall Hannon 

Did you review these assets?

 

Review the available Zap app triggers/actions:

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
N

Yes they don’t help me. When logging my emails they want to put it under one specific account when I want to put it under the account of the sender.

Troy Tessalone
Userlevel 7
Badge +14

@Niall Hannon 

Often the best way to determine is to try configuring and testing a Zap.

You would have to select the desired Salesforce Object to use in the Zap trigger step.

Example...

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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