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Salesforce + Waitwhile

Create Salesforce leads from new Waitwhile registrations

Now you can also use Waitwhile to generate new leads in your Salesforce CRM. Use the names, phone numbers, email addresses, and any other information you collect in Waitwhile and create a brand new lead within Salesforce in just a few clicks. Once you set up this integration, new Waitwhile guests and bookings from that point forward are automatically added to Salesforce as leads.

Now you can also use Waitwhile to generate new leads in your Salesforce CRM. Use the names, phone numbers, email addresses, and any other information you collect in Waitwhile and create a brand new lead within Salesforce in just a few clicks. Once you set up this integration, new Waitwhile guests and bookings from that point forward are automatically added to Salesforce as leads.

  1. When this happens...
    WaitwhileWaitwhile
    New or Updated Visit

    Triggers when a visit is created or modified on a location.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Locations

    • Message EventRequired

    Trigger
    Instant
    Try It
    • External Customer ID

    • Customer NameRequired

    • Phone Number

    • Email

    • Tags

    Action
    Write
    • Visit IDRequired

    Action
    Write
    • Visit idRequired

    Action
    Search
    • Locations

    • Event TypeRequired

    • Visit State

    Trigger
    Instant
    Try It
    • LocationRequired

    Action
    Write
    • Customer idRequired

    Action
    Search
    • Location idRequired

    Action
    Search
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About Salesforce

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

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About Waitwhile

Waitwhile is a leading waitlist and scheduling service that helps you improve your lines and create a radically better wait experience for your customers.

Related categories