TechWize implemented a custom integration leveraging Salesforce triggers, Apex classes, and a Microsoft Teams account

• Automated Meeting Scheduling:Developed a trigger that fires upon task creation, triggering an Apex class to interact with the Microsoft Teams API.

• Meeting Details:The Apex class gathers meeting details (start time, end time, attendees, subject, description) and automatically sends a meeting request through Microsoft Teams.

• Meeting Validation:Meeting details are returned to Salesforce for confirmation and record-keeping.

• Mailchimp Integration:Implemented a solution to automatically create customer profiles in Mailchimp based on Salesforce data.

• Contact Synchronization:Established bi-directional synchronization between Mailchimp and Salesforce, ensuring new contacts are added to both platforms.

The implemented solution significantly improved communication efficiency and contact management

• Reduced Manual Workload:Automated meeting creation eliminated 80-90% of manual effort, saving time and resources.
• Enhanced Productivity:Streamlined communication processes led to increased productivity and improved customer service.
• Improved Accuracy:Automated tasks minimized human error and ensured meeting details were accurate and consistent.
• Post-Pandemic Benefits:The solution's value extended beyond the pandemic, providing ongoing automation and improved contact management.