Popular Salesforce + SimplyBook.me Workflows
Create Salesforce record for new SimplyBook.me event
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 SimplyBook.me - Salesforce integration will save time and hassle down the line, so it is well worth doing. So go ahead and get started today!
Create Salesforce task for new SimplyBook.me event
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!
Update Salesforce contact from new SimplyBook.me event
When Booking is created in SimplyBook.me > Create opportunity in Salesforce > Create record in Salesforce
When Booking is created in SimplyBook.me > Check any condition > Create opportunity in Salesforce > Create record in Salesforce
When Booking is created in SimplyBook.me > Check any condition > Create contact in Salesforce
When Booking is created in SimplyBook.me > Check any condition > Create lead in Salesforce
When Booking is created in SimplyBook.me > Check any condition > Create opportunity in Salesforce
When Booking is created in SimplyBook.me > Create opportunity in Salesforce > Create record in Salesforce
When Booking is created in SimplyBook.me > Check any condition > Create opportunity in Salesforce > Create record in Salesforce
When Booking is canceled in SimplyBook.me > Search record in Salesforce > Check any condition > Update record in Salesforce
When Booking is created in SimplyBook.me > Create contact in Salesforce > Create record in Salesforce
When Booking is created in SimplyBook.me > Create lead in Salesforce > Create record in Salesforce
When Booking is created in SimplyBook.me > Check any condition > Create contact in Salesforce > Create record in Salesforce
When Booking is created in SimplyBook.me > Check any condition > Create lead in Salesforce > Create record in Salesforce
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Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.
See Salesforce IntegrationsSimplyBook.me helps you handle appointments and payments in a simpler way. It is simple and easy to use as possible, so your customers will be able to book an appointment online with you in no time!
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