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
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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.