Every day at 8am
Log yesterday's meetings in Salesforce
Every morning, the agent logs yesterday's meetings with customers and prospects as Salesforce events on the matching contact and account.
Salesforce + Google Calendar integration
Combine Salesforce + Google Calendar and move meetings into Salesforce. Just ask Letaido's AI agent and watch it do the work.
Best Salesforce and Google Calendar integration jobs to start with
Use this Salesforce Google Calendar integration to log meetings, book calls and prep for them.
When you ask
Book a call with a Salesforce contact
Give a Salesforce contact's email; Leta books your first open slot with a Meet link and invite, then logs the call in Salesforce.
When you ask
Salesforce brief for today's meetings
Get a Salesforce brief on today's meetings with outside guests: who each guest is, who owns the account, and its open deals.
Every Monday at 9am
Late-stage deals with no meeting booked
Every Monday, the agent checks your late-stage Salesforce deals against the team's calendars and posts the ones with no meeting booked in Slack.
Every day at 7am
Salesforce campaign dates on your calendar
Every morning, Leta adds Salesforce webinars, conferences and trade shows in the next year to your Marketing calendar and moves any whose dates changed.
Salesforce Google Calendar integration options, compared
Salesforce syncs events with Google through Einstein Activity Capture. Jobs that need judgement sit on top.
| Option | Meetings logged in Salesforce | Books and logs a call | Meeting briefs from Salesforce | Runs on its own | Starts on each calendar change |
|---|---|---|---|---|---|
 Letaido AI agent | Yes | Yes | Yes | Yes | No |
| Einstein Activity Capture and the Gmail integration | Yes | Partly | Partly | Yes | Yes |
| Zapier | Yes | Partly | Partly | Yes | Yes |
Read the full comparison
| Option | What starts it | Good for | Keep in mind |
|---|---|---|---|
| Letaido AI agent | A schedule, or when you ask | Outside meetings logged as Salesforce events on the right contact and account, calls booked and logged in one request, a Salesforce brief for today's meetings, campaign dates on a shared calendar | Neither app has an event trigger in Letaido, so a new meeting can't start a job; the logging job runs every morning. Salesforce connects after a one time admin setup |
| Einstein Activity Capture and the Gmail integration | Background sync, or you from the Salesforce panel in Gmail and Google Calendar | Syncing contacts and events between Salesforce and Google, adding the emails and events reps send and receive to related records, and relating a calendar event to Salesforce records by hand | An admin sets it up in Salesforce Setup and connects Google. Up to 100 users on the Standard Salesforce license with Sales Cloud; more needs a paid upgrade. Booking from open time slots in an email needs an Inbox license |
| Zapier | A Google Calendar event or a Salesforce record | Fixed recipes such as adding new Google Calendar events to Salesforce, or new Salesforce events and tasks to Google Calendar | Salesforce is a Premium app on Zapier, and you build and maintain one workflow per job. Most of the triggers check for new data on a polling interval. Booking a call or writing a brief needs a multi-step workflow you configure, for example with Find Busy Periods in Calendar or Custom SOQL Query |
Salesforce and Google Calendar: the old way vs. Letaido
- 1Open yesterday's calendar
- 2Look up each guest
- 3Open their account
- 4Log the meeting
Every day at 8am, take yesterday's meetings on my Google Calendar that had attendees from outside my company. Log each one as a Salesforce event on the matching contact and their account, with the meeting title and time. Skip meetings that are already logged and people who aren't in Salesforce.
Activities, tab Events logged yesterday
Pilot review, [email protected], Oct 8, 10:00
Pilot review, [email protected], Oct 8, 10:00
How Salesforce and Google Calendar jobs start
On a schedule
Saved as an automation, like these jobs: every day at 8am, every Monday at 9am or every day at 7am. Neither app sends events to Letaido.
When you ask
One message, 75 Salesforce and Google Calendar actions to draw on.
How to set up the Salesforce Google Calendar integration
-
1Connect with Salesforce after a one time admin setup
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2Connect Google Calendar on Google's consent screen
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3Approve the first run
Allow all read operations once per app; approve each kind of write once.
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4Check the first result in chat
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5Pick a schedule
Every Salesforce and Google Calendar action the agent can take
Salesforce
12 groups: 42 reads, 25 writes
- Bulk load and export data
- Explore org schema and metadata
- Read org and user info
- 9 more
Get organization · Delete bulk job · Bulk query · Run report async
Google Calendar
6 groups: 4 reads, 4 writes
- Create and schedule events
- Read and search events
- Find open time slots
- 3 more
Frequently asked
Does Salesforce integrate with Google Calendar? +
Yes. Salesforce's Einstein Activity Capture syncs events between Salesforce and Google and adds them to related records. Letaido adds jobs with judgement on top: Leta logs your outside meetings on the right contact and account, books and logs calls, and briefs you from Salesforce before your meetings.
How do I connect Google Calendar and Salesforce to Letaido? +
Connect Salesforce after a one time admin setup, then connect Google Calendar on Google's consent screen. After that, describe the job in chat, or paste a prompt from a job on this page.
Is it a live calendar sync? +
No. Neither Salesforce nor Google Calendar sends events to Letaido, so a new meeting can't start a job. Jobs run on a schedule, such as every morning at 8am for logging yesterday's meetings, or when you ask.
Which meetings get logged in Salesforce? +
Only meetings with guests from outside your company. Each one is logged as a Salesforce event on the matching contact and their account. Meetings already logged and people who aren't in Salesforce are skipped.
Will it email my guests? +
Only when the request asks for it. When you ask Leta to book a call with a Salesforce contact, the contact gets the invite because the request says so. Campaign dates go on the calendar with nobody invited.
Can Zapier connect Salesforce and Google Calendar? +
Yes, with fixed recipes, but you build and maintain one workflow per job, and Salesforce is a Premium app there. Booking a call or writing a brief needs a multi-step workflow you configure. Leta reads both apps in one job and uses judgement, like logging only outside meetings and skipping the ones already logged.
Do I approve changes to Salesforce or Google Calendar? +
Yes. Allow all read operations once per app; approve each kind of write once.
Put Salesforce and Google Calendar to work today
Connect Salesforce and Google Calendar, then ask for a job like "Log yesterday's meetings as Salesforce events every morning". Leta gets it done on your schedule, or the moment you ask.
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