A BETTER WAY: Create and Manage Contacts from Google Calendar

Опубликовано: 23 Май 2026
на канале: Scratchpad
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A lot of time customers and prospects bring new people into a call, but understanding if these new attendees are in SFDC is a cumbersome process. You have to go to Salesforce, search for contact or lead, see if they’re in the system and if not, create them in that moment. Fortunately, there’s a better, faster and simpler way to create and manage your contacts before and after meetings so you never have to worry about whether they're in Salesforce.

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