eTermin + Salesforce
Create Salesforce tasks from new eTermin appointments
With this eTermin-Salesforce integration you can automatically create Salesforce tasks from eTermin appointment and customer data, whenever appointments are made. Once you set up this integration, new appointments from that point forward are automatically added to your Salesforce account as new tasks.
With this eTermin-Salesforce integration you can automatically create Salesforce tasks from eTermin appointment and customer data, whenever appointments are made. Once you set up this integration, new appointments from that point forward are automatically added to your Salesforce account as new tasks.
- When this happens...New Appointment Booking
Triggers when a new appointment is booked through your appointment booking page or an appointment was manually created in the eTermin calendar.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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New Appointment Booking
Triggers when a new appointment is booked through your appointment booking page or an appointment was manually created in the eTermin calendar.
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Login ID
Password
Title
Last Name
First Name
Phone
Salutation
Street
Zip
City
Notes
Birthday
Additional1
Additional2
Additional3
Additional4
Additional5
Additional6
New Contact
Triggers when a new Contact is created.
Try ItNew Lead
Triggers when a new Lead is created.
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