Salesforce Scheduling Made Easier With Bookafy and Zapier

Zapier allows you to connect apps, like scheduling with Salesforce, by setting up custom triggers in one platofrm and resulting actions in one or more other platforms.

With Zapier, connecting Salesforce, by setting up custom triggers in one platofrm and resulting actions in one or more other platforms.

How it works with Bookafy

When an appointment is booked in Bookafy, you can automatically trigger actions in other applications. Add or edit contacts in a CRM, add events to your CRM, automated text messages (in addition to our automated Text Message Reminders), add contacts to your accounting software, add the contact to an email marketing sequence and much much more.

Zapier Integration Salesforce Appointment Scheduling

Schedule appointments with customers and flow data to Salesforce

Salesforce Scheduling Integrates With Bookafy Via Zapier

Salesforce is the 800-pound gorilla of customer relationship management (CRM). Not only is it one of the best CRM apps, it was also one of the first in the current wave of software-as-a-service sold on subscription basis, which is how nearly all the players in this space now do business. Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce Zapier Integration with Appointment Booking App

 

Salesforce is the 800-pound gorilla of customer relationship management (CRM). Not only is it one of the best CRM apps, it was also one of the first in the current wave of software-as-a-service sold on subscription basis, which is how nearly all the players in this space now do business.

 

Salesforce first launched in early 2000 as an online CRM where you and your sales team could keep track of information about contacts and potential sales with them. Because it was a web app (common now, but rare in those days), sales teams flocked to it because they could access crucial information to close deals from anywhere they had an internet connection. It was designed to be simple with no fluff, similar to Amazon.com at the time. Additionally, it was one of the first online applications with an API, so you could send information to Salesforce from any other app.

 

Salesforce Pricing

 

$300/year per person for Lightning Essentials plan, for up to five team members with basic features

$900/year per person for Lightning Professional plan with complete CRM features including campaigns, customizable dashboards, and permissions

$1,800/year per person for Lightning Enterprise plan with workflow automation, custom apps, and web services API

 

Salesforce Features

 

Manage relationships with customers and leads with a suite of apps and services

Customize a suite of apps and fields within them to track anything you need

Generate quotes, proposals, and contracts to potential clients

Gather data from dashboards, analytics, and reports

Support customers better by pulling essential information into support channels

Support customers better by pulling essential information into support channels

Native apps for iOS and Android, and integration with Microsoft Outlook

 

 

*** See on Zapier

*** Visit Salesforce Page

Connect Your Salesforce Account to Bookafy in Zapier

Your Bookafy-powered Zaps give your business new ways to import or export data between Bookafy and other productivity platforms. But first you’ll need to sign up for a free a Zapier account to create your own Zaps. manage your Zaps.

Step 1: Create a Zapier account to manage your Zaps.
Step 2: Add and connect your Bookafyaccount to your Selected Apps in Zapier.
Step 3: Set up triggers and actions to connect Bookafy to other apps.

Frequently Asked Questions

Using Zapier, can I connect Bookafy to two or more apps?
Zapier accounts are free and they allow you to connect apps on a one-to-one basis. However, with a paid Zapier account, you can create more complicated Zaps with one trigger and multiple actions.

I’ve connected Bookafy to my Zapier directory but my Zaps aren’t working.
First make sure that the correct Bookafy account was added to your Zapier account. When you first connect Bookafy to your Zapier directory, you’ll be prompted to log in with your Bookafy username and password. If you normally use Google or Facebook social-sign-in to access your Bookafy account, you’ll have to go back and create a password. In Zapier, navigate to “Connected Accounts” then Reconnect or Disconnect your Bookafy account and try again.

Bookafy Integrates With the Apps You are Already Using

How our Zapier Integration Works

1. Add our online appointment scheduling widget to your website, app and email signatures. 

2. Book Appointments for new appointments. 

3. Send the appointment data to any of the apps you have connected on Zapier.  

4. Automate the entire process of booking with multiple apps connected.

Trusted by over 25,000 organizations around the world that integrate Salesforce with Zapier and Bookafy.

Bookafy currently serves businesses and organizations around the world including software companies, universities, finance companies, government organizations, non-profits, coaches, consultants, sales people, counselors, churches, wellness, photographers, tax, and many more.

Rated the best Salesforce in the software market!

Start your FREE 7 day trial!

Bookafy


"See why +25,000 organizations in 180 countries around the world trust Bookafy!

Feature rich, beautiful and simple. Try it free for 7 days"

Casey Sullivan

Founder

Bookafy



"See why +25,000 organizations in 180 countries around the world trust Bookafy for their online appointment booking app!

Feature rich, beautiful and simple. Try it free for 7 days"

Casey Sullivan

Founder