Salesforce + Whautomate
Create Salesforce records each time new Whautomate appointments are scheduled
Streamline your sales process with this effective workflow. When a new appointment is scheduled in Whautomate, correspondingly a record is created in Salesforce. This system of organizing and updating information not only aids in better tracking of customer interactions but it also saves you time and promotes efficiency within your team. Manage records proficiently, ensuring no appointment slips through the cracks.
Streamline your sales process with this effective workflow. When a new appointment is scheduled in Whautomate, correspondingly a record is created in Salesforce. This system of organizing and updating information not only aids in better tracking of customer interactions but it also saves you time and promotes efficiency within your team. Manage records proficiently, ensuring no appointment slips through the cracks.
- When this happens...New Appointment Scheduled
Triggers when a new appointment is scheduled in Whautomate.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
- Free forever for core features
- 14 day trial for premium features & apps
Appointment Cancelled
Triggers when an appointment is cancelled in Whautomate.
Try ItNew Appointment Scheduled
Triggers when a new appointment is scheduled in Whautomate.
Try ItNew Contact Created
Triggers when a new contact is created in Whautomate.
Try ItContact IdRequired
TagsRequired
Appointment Rescheduled
Triggers when an appointment is rescheduled in Whautomate.
Try ItNew Client Created
Triggers when a new client is created in Whautomate.
Try ItId of the ClientRequired
TagsRequired
Client Full NameRequired
Client Country CodeRequired
Client PhoneRequired
Location IdRequired
ServiceRequired
DateRequired
TimeRequired
Timezone
Notes
Staff
