Post by yamanhosen5657 on Mar 7, 2024 5:21:05 GMT
It was hard (and probably took me far longer due to context switching). Dedicated time was far better. Automatically turn your sales activity into a calendar event Every CRM has pipeline stages, and Zapier can create an event for your calendar based on a change in the stage with a Zap—Zapier's automated workflows. All you need to do is make sure the stages in your CRM are up to date. You can create your own Zap from scratch with our easy-to-use editor, but we also have quick templates to get you started. Just click on one to get started. I'll walk through how to set up this workflow with Streak and Google Calendar.
Create detailed Google Calendar events with new changes to Streak boxes Try it Streak, Google Calendar Streak + Google Calendar More details But you can follow these same steps for any CRM or calendar app that connects with Zapier. Here are a few other options: Create detailed Google Calendar events for updated fields in Salesforce records Panama mobile number list Try it Salesforce, Google Calendar Salesforce + Google Calendar More details Create detailed Google Calendar events for updated deal stages in Pipedrive Try it Pipedrive, Google Calendar Pipedrive + Google Calendar More details Create detailed Google Calendar events for new or updated leads in Zoho CRM Try it Zoho CRM, Google Calendar Zoho CRM + Google Calendar More details Before you begin In Zapier, you'll need to connect whatever CRM you use and your Google calendar. I've used this Zap with Copper in the past and now with Streak for Gmail.
Click on My Apps, then + Add Connection. A logged in view of a Zapier account, showing the Apps tab, with an arrow pointing to the Add Connection button. Search for your CRM and connect your account. Some CRMs, like Streak, may require an API key. If so, find the API key in your CRM account, paste it in the appropriate field, and click Yes, Continue. A pop-up window asking for permission to allow Zapier to access your Streak account. Next, you'll connect your Google Calendar, using the same steps as above to connect an app. Next, make sure you have your calendar set up the way you want it.
Create detailed Google Calendar events with new changes to Streak boxes Try it Streak, Google Calendar Streak + Google Calendar More details But you can follow these same steps for any CRM or calendar app that connects with Zapier. Here are a few other options: Create detailed Google Calendar events for updated fields in Salesforce records Panama mobile number list Try it Salesforce, Google Calendar Salesforce + Google Calendar More details Create detailed Google Calendar events for updated deal stages in Pipedrive Try it Pipedrive, Google Calendar Pipedrive + Google Calendar More details Create detailed Google Calendar events for new or updated leads in Zoho CRM Try it Zoho CRM, Google Calendar Zoho CRM + Google Calendar More details Before you begin In Zapier, you'll need to connect whatever CRM you use and your Google calendar. I've used this Zap with Copper in the past and now with Streak for Gmail.
Click on My Apps, then + Add Connection. A logged in view of a Zapier account, showing the Apps tab, with an arrow pointing to the Add Connection button. Search for your CRM and connect your account. Some CRMs, like Streak, may require an API key. If so, find the API key in your CRM account, paste it in the appropriate field, and click Yes, Continue. A pop-up window asking for permission to allow Zapier to access your Streak account. Next, you'll connect your Google Calendar, using the same steps as above to connect an app. Next, make sure you have your calendar set up the way you want it.