SimplyMeet.me + Salesforce Integration

Connect SimplyMeet.me to Salesforce in 1 click

Integrate SimplyMeet.me + Salesforce For Free Free forever. Use premium features free for 14 days.

Popular SimplyMeet.me + Salesforce Workflows

most-popular-automations
SimplyMeet.me + Salesforce Integration

Create Salesforce task for new SimplyMeet.me meeting

Creating task in Salesforce is a great way to keep track of task that need to be completed when an meeting is created in your SimplyMeet.me account.

With the help of this integration, when an meeting is created, a task will be automatically created in Salesforce and will include the details of the meeting (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new meeting. You can then simply assign the task to someone on your team and they can get started!
See more
SimplyMeet.me + Salesforce Integration

Create Salesforce record for new SimplyMeet.me meeting

It's important to keep track of your bookings, and creating a spreadsheet can help you do just that. Automatically creating a new record in Salesforce for every new SimplyMeet.me meeting created will help you keep track of the details of each meeting, including the date, time, and number of guests.

Also all the relevant data will be stored in one place and can be easily accessed by anyone who needs it. This makes it easier to generate reports on meetings and their associated data. In short, using this SimplyMeet.me - Salesforce integration will save time and hassle down the line, so it is well worth doing. So go ahead and get started today!
See more
SimplyMeet.me + Salesforce Integration

Create Salesforce opportunity for new SimplyMeet.me meeting

In your business, you may need to track when someone is invited to an meeting. You can do this by creating a opportunity in Salesforce.

But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an meeting is created in SimplyMeet.me, it will trigger a corresponding opportunity creation in Salesforce.

This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
See more
  • 1of1
Didn’t find what you were looking for?

Create Your Own SimplyMeet.me & Salesforce Integration In Clicks

Create Automation
SimplyMeet.me + Salesforce Integration
1.
  • SimplyMeet.me
    Meeting is scheduled in SimplyMeet.me Instant
  • SimplyMeet.me
    Meeting is canceled in SimplyMeet.me Instant
  • SimplyMeet.me
    Meeting is rescheduled in SimplyMeet.me Instant
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
2.
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get Record by Id in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce
3x-10x Less Expensive Than Zapier
Zapier
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate SimplyMeet.me & Salesforce In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate SimplyMeet.me & Salesforce with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Trusted by 10,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leadermost-implementableeasiest-to-do-businessbest-support