How to connect Schedule It + Salesforce
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Which Resources Schedule?Required
Try ItWhich Resources Schedule?Required
Try ItNew Resource
Triggers when a new resource is added.
Try ItUpdated Resource
Triggers when a resources details are updated.
Try It
Which Resources Schedule?Required
Try ItWhich Resources Schedule?Required
Try ItDeleted Resource
Triggers when a resource is deleted.
Try ItResource ScheduleRequired
Start Date & Time
End Date & Time
Title/Subject
Notes
Location
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Background Color
Text Color
How Schedule It + Salesforce Integrations Work
- Step 1: Authenticate Schedule It and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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