Appointy + Salesforce Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Appointy and Salesforce, with as many as 91 possible integrations. Are you ready to find your productivity superpowers?
Create Salesforce tasks from new appointments in Appointy
Do you use Salesforce to manage client meetings? With this Appointy-Salesforce integration, a new task will be created in Salesforce whenever new appointments are added in Appointy automatically.
How this Appointy-Salesforce integration works
- A new appointment is created in Appointy
- The new appointment data is added to Salesforce as a new task through Zapier
What You Need
It's easy to connect Appointy + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when an appointment is created.
Creates a new Customer.
Triggers when an appointment is cancelled.
Create a new lead.
Triggers when an appointment is updated (Rescheduled, Staff changed, Duration changed).
Add a lead to a campaign.
Triggers when a new lead is created.
Create a new custom object (of the type you choose).
Triggers when a new custom object (of the type you choose) is created.
Add a contact to a campaign.
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