Occasion + Salesforce Integration

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 Occasion booking created will help you keep track of the details of each booking, 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 bookings and their associated data. In short, using this Occasion - Salesforce integration will save time and hassle down the line, so it is well worth doing. So go ahead and get started today!

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

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

This makes it easy to keep track of any task that need to be completed related to the new booking. You can then simply assign the task to someone on your team and they can get started!

In your business, you may need to track when someone is invited to an booking. 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 booking is created in Occasion, 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.