Bookafy + Salesforce
Create new Bookafy users in Salesforce as contacts
Finding yourself spending too much time in Salesforce for creating or importing contacts manually? Use this template to build an automation that makes your work easy and create contacts automatically in Salesforce. This integration creates new contacts in Salesforce whenever a new user registers on Bookafy.
Finding yourself spending too much time in Salesforce for creating or importing contacts manually? Use this template to build an automation that makes your work easy and create contacts automatically in Salesforce. This integration creates new contacts in Salesforce whenever a new user registers on Bookafy.
- When this happens...New User
Triggers when a new user is added.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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 Contact
Triggers when a new Contact is created.
Try It
