Question

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

  • 6 March 2024
  • 5 replies
  • 20 views

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


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5 replies

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...

 

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.

Userlevel 7
Badge +14

@Niall Hannon 

Did you review these assets?

 

Review the available Zap app triggers/actions:

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.

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: