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Salesforce + WhatTime

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 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.

  1. When this happens...
    WhatTimeWhatTime
    Schedule Created

    Triggers when an invitee schedules an event.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • WhatTime triggers, actions, and search

    Schedule Canceled

    Triggers when an invitee cancel an event.

    Trigger
    Instant
    Try It
    • CodeRequired

    • 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
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • WhatTime triggers, actions, and search

    Schedule Created

    Triggers when an invitee schedules an event.

    Trigger
    Instant
    Try It
    • CodeRequired

    • DateRequired

    • TimeRequired

    • Time Zone

    • Reschedule Reason

    Action
    Write
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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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About WhatTime

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

Related categories