Planyo Online Booking + Salesforce

Add new Salesforce contacts as Planyo customers

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.

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.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerPolling
  2. automatically do this!
    Planyo Online BookingPlanyo Online Booking
    New Customer

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

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
planyo-online-booking logo
planyo-online-booking logo

About Planyo Online Booking

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.

Related categories

  • Scheduling & Booking
salesforce logo
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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Zapier Interfaces

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