Bookly + Salesforce
Create Salesforce records for new Bookly appointments
Effortlessly manage your appointments and client data with this Bookly to Salesforce automation. Whenever a new appointment is scheduled in Bookly, this workflow will create a record in Salesforce, keeping your client information up-to-date and organized. Save time and streamline your booking process while ensuring your Salesforce data is always current.
Effortlessly manage your appointments and client data with this Bookly to Salesforce automation. Whenever a new appointment is scheduled in Bookly, this workflow will create a record in Salesforce, keeping your client information up-to-date and organized. Save time and streamline your booking process while ensuring your Salesforce data is always current.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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