Salesforce provides CRM products for your business, including cloud-based solutions and apps for sales, services, marketing, collaboration, and analytics, as well as building custom apps and mobile apps. With the Salesforce cloud-computing model, CRM solutions can instantly scale and be customized to the needs of small businesses, medium businesses, and enterprises as they grow and change.
How to set up the integration
Appointedd can be connected to Salesforce thanks to our webhooks functionality:
Connect with webhooks
It is also possible to share data between Appointedd and Salesforce using webhooks. To learn more about doing this, see our dedicated support article.
If you don't have a web developer, you can use tools such as Zapier to connect Appointedd to Salesforce with webhooks. Zapier can be used to perform actions such as:
- Create an account
- Create a lead
- Create a note
- Create/update an opportunity
- Create/update a contact
- Update a custom object
You'll find a full guide to using Appointedd with Zapier here.