Salesforce + WooSender
Update Salesforce leads when new appointments are created in WooSender
Ensure seamless connection between your scheduling and CRM systems with this automated workflow. Once you schedule an appointment in WooSender, it will immediately update lead information within Salesforce. It's a hassle-free way to keep customer data accurate and up-to-date, ultimately helping your sales team streamline their processes.
Ensure seamless connection between your scheduling and CRM systems with this automated workflow. Once you schedule an appointment in WooSender, it will immediately update lead information within Salesforce. It's a hassle-free way to keep customer data accurate and up-to-date, ultimately helping your sales team streamline their processes.
- When this happens...Appointment Created
Appointment Created By WooSender
- automatically do this!Update Lead
Updates an existing lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
Appointment Cancelled
Appointment Cancelled By WooSender
Try ItNew Contact
Triggers when a new contact has been added on WooSender.
Try ItPipelineRequired
StageRequired
Try ItTagsRequired
Try It
Appointment Created
Appointment Created By WooSender
Try ItPipelineRequired
StageRequired
Try ItTagsRequired
Try ItContact ID
Contact Email
Contact Phone Number
Opportunity Name
Same As Contact NameRequired
Heat ScoreRequired
Value
PipelineRequired
StageRequired
Numbers Of ProductsRequired
Update all fields if an opportunity already exists in the same pipelineRequired
