Salesforce + YouCanBook.Me

Add leads to Salesforce for new bookings on YouCanBook.Me

If you're looking for a way to help make sure those bookings are pushed through to the end, try this YouCanBook.Me Salesforce integration. Once you've completely configured it, any new booking added to YouCanBook.Me will also create a lead on Salesforce. This will keep happening automatically from then on, letting you relax on sealing the deal rather than worrying whether or not you've covered everyone.

When this happens...
New Booking
Fires every time someone makes a booking with you through YouCanBook.Me
TriggerInstant
automatically do this!
Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

Updated (Cancelled) Booking
Fires when you or your user cancels the booking through our system
Trigger
Instant
New Booking
Fires every time someone makes a booking with you through YouCanBook.Me
Trigger
Instant
Updated (Rescheduled) Booking
Fires whenever a booking is rescheduled through our system
Trigger
Instant
Create Voucher
Issue a voucher or coupon for one of your profiles. Trigger this action with the correct code whenever you sell a booking voucher to someone. If you have set up vouchers in that profile's settings, the user will then be able to make a booking using it.
Action
Write
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant

New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Trigger
Scheduled

Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled

Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing file to an existing Record.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
Salesforce
Creates a new File (max 25MB).
Scheduled
Action
Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action