Appointy
When this happens...
AppointyNew Appointment
Then do this...
SalesforceCreate 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

  1. A new appointment is created in Appointy
  2. The new appointment data is added to Salesforce as a new task through Zapier

What You Need

  • Appointy
  • Salesforce

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Appointy + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Appointment

Triggers when an appointment is created.

Create Customer

Creates a new Customer.

Appointment Cancelled

Triggers when an appointment is cancelled.

Create Lead

Create a new lead.

Appointment Changed

Triggers when an appointment is updated (Rescheduled, Staff changed, Duration changed).

Add a Lead to a Campaign

Add a lead to a campaign.

New Lead

Triggers when a new lead is created.

Create Custom Object

Create a new custom object (of the type you choose).

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Contact to a Campaign

Add a contact to a campaign.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,400+ others.

Become a Zapier Integration Partner

Appointy is an online scheduling system that automates booking, payments and reminders. It allows customers to view real time availability, book instantly, and pay easily for their next appointment, class or event.

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations