When you connect your Appointedd account with Salesforce, new contacts or leads which make bookings with you will be synced to Salesforce. You also have the option to add new bookings in Appointedd as events in Salesforce.
To do this, you will need to have an account with Appointedd and Salesforce.
🧑🏽💻 How are Appointedd customers reflected in Salesforce
When a customer is created in Appointedd or they make a booking for the first time, they can be automatically created in Salesforce as a lead or a contact.
🔖 How are Appointedd bookings reflected in Salesforce
When a booking is made, that booking can be reflected as an event in Salesforce.
You can connect your Appointedd resources to the relevant Salesforce user.
⚙️ How to connect Appointedd and Salesforce
1. Please note this feature can be enabled via our support team. If you wish to proceed with the Salesforce integration, please get in touch with our team via the in-app messenger to enable it for you.
2. Once the feature is enabled, install the Appointedd app on the Salesforce AppExchange using this link: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EtEi5UAF
3. Complete the integration by completing the OAuth flow at https://app.appointedd.com/management/settings/salesforce.
Upon completing the OAuth flow, you will be directed back to Appointedd. You will be able to choose:
Whether new customers in Appointedd should be created in Salesforce as contacts or leads
Whether new bookings in Appointedd should be reflected as events in Salesforce.