Planyo Online Booking
When this happens...
SalesforceNew Contact
Then do this...
Planyo Online BookingNew Customer

If you're using both Salesforce for your customer relationship management and Planyo for your online bookings, this integration may be very useful. It will add new Salesforce contacts to Planyo as new customers, so you can quickly enter reservations in their name in the backend of Planyo.

How It Works

  1. A new contact is added in Salesforce
  2. Zapier adds the contact to your Planyo site

What You Need

  • Salesforce account
  • Planyo account
Premium
Salesforce is a Premium integration on Zapier.

Why Zapier?

Free

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Easy

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Secure

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It's easy to connect Planyo Online Booking + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Reservation Is Confirmed

Triggers when a reservation gets confirmed.

New Customer

Adds a new user (customer) to your planyo site.

New Reservation

Triggers when a new reservation is made.

Create Vacation

Adds a new vacation (period of unavailability) for given resource or entire planyo site.

New or Updated Customer

Triggers when a new customer has been added or when customer data has been updated.

Create Reservation

Enters a new reservation into the system.

New Payment

Triggers when a new payment is made.

Create Lead

Create a new lead.

New Lead

Triggers when a new lead is created.

Add a Lead to a Campaign

Add a lead to a campaign.

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Become a Zapier Integration Partner

Planyo is an online reservation system which can be used by any business taking bookings. It's used, amongst others, by businesses offering vacation properties, car rentals, hotels, driving schools, yacht charters, doctors and therapists, conference rooms, tennis courts, car parks, event tickets or any other bookings you could imagine.

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

See Salesforce Integrations