Salesforce + WhatTime

Salesforce + WhatTime integrations

Create new Salesforce leads from new schedules created in WhatTime

When a new schedule gets created in WhatTime, use this workflow to promptly create a lead in Salesforce. It simplifies your sales pipeline processes, ensuring no potential sales lead gets overlooked. Save time and boost efficiency with this reliable workflow between WhatTime and Salesforce.

When this happens...
Schedule CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Create LeadCreates a new lead in Salesforce.
ActionWrite

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More things you can do with WhatTime and Salesforce

Discover other triggers and actions you can use with WhatTime and Salesforce

Schedule Canceled
Triggers when an invitee cancel an event.
Trigger
Instant
Try It
- Code
  Required
- Cancel Reason
- Cancel Guest Alarm
Action
Write
- Reservation Page url
- Copy Reservation Page url
- Code
- Meeting Kind
- Name
- Slug
- Description
- Max Invitee
- Show Remain
- Range Kind
- Range Start
- Range End
- Range After Day
- Range After Day Kind
- Duration Kind
- Duration
- Increment
- Alarm Email Host
- Alarm Email Guest
- Alarm SMS Host
- Alarm SMS Guest
- Alarm Kakao Host
- Alarm Kakao Guest
- Active
- Member Emails
- Organizer Member Email
- Location Kind
- Address
- Address Web Link
- Phone Number
- Remote Url
- Remoate Password
- Direct Message
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It

- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Schedule Created
Triggers when an invitee schedules an event.
Trigger
Instant
Try It
- Code
  Required
- Date
  Required
- Time
  Required
- Time Zone
- Reschedule Reason
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Salesforce

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

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About WhatTime

WhatTime eliminates the back-and-forth with an experience your customers will love.

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Related categories

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