eTermin + Salesforce
Create Salesforce contacts when new eTermin appointments are made
With the eTermin-Salesforce integration you can add your eTermin customers to Salesforce. You can keep track of all your eTermin appointments in Salesforce by creating new contacts every time a new appointment is made.
With the eTermin-Salesforce integration you can add your eTermin customers to Salesforce. You can keep track of all your eTermin appointments in Salesforce by creating new contacts every time a new appointment is made.
- 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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