Create Salesforce tasks from new appointments in Appointy
When this happensStep 1: New Appointment
Then do thisStep 2: Create Task
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