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Salesforce + YouCanBookMe

Create new Salesforce contacts from new YouCanBookMe bookings

Effortlessly maintain up-to-date records in your Salesforce contact list with each new YouCanBookMe booking. This workflow immediately generates a new contact in Salesforce when a booking is made on YouCanBookMe, ensuring you always have the most recent client details at your fingertips. This reduces the need for time-consuming manual data entry and enhances your productivity.

Effortlessly maintain up-to-date records in your Salesforce contact list with each new YouCanBookMe booking. This workflow immediately generates a new contact in Salesforce when a booking is made on YouCanBookMe, ensuring you always have the most recent client details at your fingertips. This reduces the need for time-consuming manual data entry and enhances your productivity.

  1. When this happens...
    YouCanBookMeYouCanBookMe
    New Booking

    Fires every time someone makes a booking with you through YouCanBook.Me

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ProfileRequired

    Trigger
    Instant
    Try It
    • ProfileRequired

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • ProfileRequired

    Trigger
    Instant
    Try It
    • ProfileRequired

    • Voucher/Coupon CodeRequired

    Action
    Write
    • History ObjectRequired

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

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
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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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youcanbookme logo
youcanbookme logo

About YouCanBookMe

Take bookings online. YouCanBookMe links to your calendar to allow your customers to book your services via the web.

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