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.
- When this happens...New Customer
Triggers when a new customer is added.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
Include Blocker Appointments?Required
Staff User
Try ItNew Customer
Triggers when a new customer is added.
Try ItTitleRequired
DescriptionRequired
ServiceRequired
Staff UserRequired
Appointment Start TimeRequired
Appointment End TimeRequired
Is Blocker Appointment?Required
Customer NameRequired
Email
Phone
Address
City
State
Zip Code
New Case Attachment
Triggers when a new Attachment is added to a case.
Try It
