Create Salesforce events from new appointments in Appointy
Do you use Salesforce to manage client meetings? With this Appointy-Salesforce integration, a new event will be created automatically in Salesforce whenever new appointments are added in Appointy.
Do you use Salesforce to manage client meetings? With this Appointy-Salesforce integration, a new event will be created automatically in Salesforce whenever new appointments are added in Appointy.
- When this happens...New Appointment
Triggers when an appointment is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Appointment Cancelled
Triggers when an appointment is cancelled.
Try ItAppointment Changed
Triggers when an appointment is updated (Rescheduled, Staff changed, Duration changed).
Try ItFirst NameRequired
Last NameRequired
Mobile NumberRequired
EmailRequired
Timezone
Country
Region
City
Street Address
Zip Code
Home Phone
Work Phone
History ObjectRequired
Try It