Automate sales meetings. When a lead reaches a specific stage, automatically schedule a follow-up reminder in Microsoft Calendar.
AI Powered Project Updates
Capture every sales signal. RhinoAgents watches your CRM for key events that require your attention.
Never miss a follow-up. Automatically book time to call leads or review deals right in your calendar.
Connecting your project management and communication tools shouldn't be hard. Follow these 4 simple steps to automate your workflow.
Log in to your Salesforce and Microsoft Calendar accounts securely via RhinoAgents. We use industry-standard OAuth authentication.
Trigger based on Salesforce Opportunity stages, Lead creation, or Task assignments.
Sync CRM data like Account Name and Deal Size directly into your Calendar event details.
Enable the sync. Your project updates will now flow from Salesforce to Microsoft Calendar automatically. Track everything from your dashboard.
Automatically integrate Salesforce with Microsoft Calendar. Automate sales meetings. When a lead reaches a specific stage, automatically schedule a follow-up reminder in Microsoft Calendar.
When a Salesforce Opportunity stage changes to 'Negotiation', schedule a 1-hour placeholder event in Microsoft Calendar named 'Follow up with [Account Name]'.
Prompt copied to clipboard! You can now paste it into your AI workflow.
Close more deals by automating your sales schedule. Connect Salesforce to your Calendar today.
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