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Bookafy + Salesforce

Create new Bookafy customers in Salesforce as leads

Capture leads within seconds by putting your manual work into an automation. Use Zapier to do that admin work for you. This Bookafy-Salesforce integration gives you a path by which you can capture new leads in Salesforce for every new Bookafy customers.

Capture leads within seconds by putting your manual work into an automation. Use Zapier to do that admin work for you. This Bookafy-Salesforce integration gives you a path by which you can capture new leads in Salesforce for every new Bookafy customers.

  1. When this happens...
    BookafyBookafy
    New Customer

    Triggers when a new customer is added.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Include Blocker Appointments?Required

    • Staff User

    Trigger
    Scheduled
    Try It
  • Bookafy triggers, actions, and search

    New Customer

    Triggers when a new customer is added.

    Trigger
    Scheduled
    Try It
    • TitleRequired

    • DescriptionRequired

    • ServiceRequired

    • Staff UserRequired

    • Appointment Start TimeRequired

    • Appointment End TimeRequired

    • Is Blocker Appointment?Required

    • Customer NameRequired

    • Email

    • Phone

    • Address

    • City

    • State

    • Zip Code

    Action
    Write
    • NameRequired

    • EmailRequired

    • Phone

    • State

    • Address

    • City

    • Zip Code

    • Notes

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
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bookafy logo

About Bookafy

Bookafy is an easy tool to share your calendar for booking appointments, demos and group interviews.

Related categories

  • Scheduling & Booking
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salesforce logo

About Salesforce

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

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier