Salesforce + SavvyCal Integration

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Popular Salesforce + SavvyCal Workflows

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SavvyCal + Salesforce Integration

Create Salesforce opportunity for new SavvyCal event

In your business, you may need to track when someone is invited to an event. 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 event is created in SavvyCal, 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.
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SavvyCal + Salesforce Integration

Create Salesforce task for new SavvyCal event

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

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

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

Create Salesforce record for new SavvyCal event

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 SavvyCal event created will help you keep track of the details of each event, 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 events and their associated data. In short, using this SavvyCal - Salesforce integration will save time and hassle down the line, so it is well worth doing. So go ahead and get started today!
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Salesforce + SavvyCal Integration
1.
  • 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
  • SavvyCal
    Event is created in SavvyCal Instant
  • SavvyCal
    Event is cancelled in SavvyCal Instant
  • SavvyCal
    Event is rescheduled in SavvyCal Instant
2.
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
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    Update record in Salesforce
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    Search record in Salesforce
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    Create lead in Salesforce
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    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
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    Search account in Salesforce
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    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
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    Update task in Salesforce
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    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
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    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
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