edoobox + Salesforce

Create leads and add them to Salesforce campaigns from new edoobox bookings

Whenever a new booking in edoobox is created, a lead will be created and added to a campaign in Salesforce automatically.

Whenever a new booking in edoobox is created, a lead will be created and added to a campaign in Salesforce automatically.

  1. When this happens...
    edooboxedoobox
    New Booking Created

    Triggers when a new booking is created.

    TriggerInstant
  2. automatically do this...
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
  3. then do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • edoobox triggers, actions, and search

    New Booking Created

    Triggers when a new booking is created.

    Trigger
    Instant
    Try It
  • edoobox triggers, actions, and search

    Booking Updated

    Triggers when an existing booking is updated.

    Trigger
    Instant
    Try It
  • edoobox triggers, actions, and search

    New Date (Polling)

    Triggers when a new date is added. Using this option will not always give you all additional fields (e.g. Offer Name).

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

    New Invoice (Polling)

    Triggers when a new invoice is added. Using this option will not always give you all additional fields (e.g. Offer Name).

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

    New Booking (Polling)

    Triggers when a new booking is added. Using this option will not always give you all additional fields (e.g. Offer Name).

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

    New Date Created

    Triggers when a new date is created.

    Trigger
    Instant
    Try It
  • edoobox triggers, actions, and search

    New Invoice Created

    Triggers when a new invoice is created.

    Trigger
    Instant
    Try It
  • edoobox triggers, actions, and search

    Invoice Updated

    Triggers when an existing invoice is updated.

    Trigger
    Instant
    Try It
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edoobox logo

About edoobox

edoobox is a user-friendly online booking system for courses, seminars and events with a guided process from the announcement, booking / registration to the payment of the offer.

Related categories

  • Accounting
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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