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setmore booking page integration with salesforce

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.

1 Log into Setmore, navigate to Apps & Integrations > Salesforce and click ‘Activate’.

2 In the pop-up, enter your Salesforce login details to grant Setmore access.

3 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.

happy setmore customer using salesforce

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.

For more information, check out our Support Center

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