Get your free Salesforce scheduling app
Keep the conversation going. Automatically export your Setmore contacts into your Salesforce onboarding flows.
It’s automatic
So long, manual data entry. Let Setmore send customer contact details directly to your chosen Salesforce lists.
Turn one-offs into repeat bookings
New contacts collected through your calendar and Booking Page are added to your email marketing campaigns.
Get booked from your emails
Add your Booking Page link to your customer communications and accept appointments 24/7.
More meetings from your marketing
Salesforce is a CRM tool that helps you onboard prospects and transform them into loyal customers. Integrate Setmore with Salesforce and automatically sync new customer details with your campaign flows. That goes for contacts captured from your calendar and Booking Page.
Keep your brand fresh in customers’ minds and empower them to book appointments straight from your emails.
Set up your Salesforce scheduling tool
Transfer customer contact details from Setmore to your Salesforce account in just a few clicks.
- Log into Setmore, navigate to Apps & Integrations > Salesforce and click ‘Activate’.
- In the pop-up, enter your Salesforce login details to grant Setmore access.
- Click ‘Allow’ to complete the integration. That’s all there is to it.
Check out our step-by-step guide to the Salesforce booking integration >
Accept appointments around-the-clock
Add your custom Booking Page link to your email campaigns. Prospects and customers at different stages of the funnel can book appointments when it suits them.
Your Salesforce booking calendar helps reduce the back-and-forth by displaying your real-time availability online, in your customers’ timezone.
Keep ‘em coming back
Build lasting relationships by connecting your appointment scheduling software with Salesforce. When a customer books their first appointment, they’re added to your specified Salesforce list.
Turn one-off bookings into recurring visits by engaging clients with company updates, special offers, gated content and more.
Convert more leads
Set off an awesome chain of events after initial consultations. Your prospects feed into drip campaigns to keep the lines of communication going.
Prompt them to book virtual follow-ups or product demos and keep them interested after first contact. Personalize the booking process even further with automated confirmations and reminders by email or text.
Fill your calendar faster with an all-in-one Salesforce booking system from Setmore.
Create your FREE account
Powerful integrations to help your business grow
Set up the Salesforce calendar scheduling integration
Learn how to automatically export new Setmore contacts into your Salesforce campaigns.
Accept appointments directly from your website
Embed a ‘Book Now’ button on your site and let your online visitors confirm appointments at any time.
Get to know your customers with Google Analytics
Explore how your customers are interacting with your Booking Page and further tailor your marketing efforts.
FAQs
Yes. Your scheduling app integrates with Google Meet and Zoom, enabling you to host video meetings and virtual events. Select services that are video-enabled and Setmore automates the links.
Yes! Connect Setmore with Square or Stripe to take secure card payments from your Booking Page and calendar. The Square integration is available to all customers, whereas the Stripe integration is a Pro and Team feature. Route customers to your Booking Page from emails, your website, Facebook and Instagram, and get paid online.
No. This integration is one-way and transfers data from Setmore to Salesforce only. Changes to details in Salesforce will not reflect in Setmore. However, any updates to customer profiles in Setmore will carry over into Salesforce.
No. This integration will not sync your customer contacts from Setmore to any of the enterprise editions of Salesforce. However, we are working on enhancements, so check the Setmore blog for updates.
For more information, check out our Support Center.
