Can you Create a Salesforce Event from A Scheduled Meeting in Conversational Forms? | Community
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nickurbaniak
Level 1
September 20, 2024
Question

Can you Create a Salesforce Event from A Scheduled Meeting in Conversational Forms?

  • September 20, 2024
  • 1 reply
  • 1016 views

I'm trying to figure out a way to create a Salesforce Event from a scheduled meeting from Conversational Forms/Dynamic Chat. The meeting is booked in/via Outlook, but does not create a Salesforce event. I know there might be a way to integrate Salesforce to Outlook and filter Meetings to only create events for Scheduled meetings from Conversational Forms, but I feel like there should be a more straightforward way of doing this. Does anyone have any ideas?

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1 reply

ilona_buteneers
Adobe Champion
ilona_buteneersAdobe Champion
Adobe Champion
November 20, 2024

Hi there,

 

Thinking out loud: you can create a custom activity in Marketo to log the scheduled meeting, then trigger an API call to Salesforce to create the Event. This could be set up within the workflow triggered by the form submission from the Conversational Form. Here's a basic flow:

  • Step 1: When a meeting is scheduled through the Conversational Form, log a custom activity (e.g., "Scheduled Meeting") in Marketo.

  • Step 2: Create a webhook or use a service like Zapier to capture this custom activity and use it to create an Event in Salesforce. The webhook would send the necessary meeting details to Salesforce (such as the meeting time, date, and related person/account) to create the Event automatically.

Good luck. 

Cheers, 

Ilona 

 

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