Get your free Salesforce scheduling app.

Keep the conversation going. Automatically export your Setmore contacts into your Salesforce onboarding flows.

setmore booking page integration with salesforce
  • 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.

  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.

FAQs.

  • Yes. Setmore seamlessly integrates with Teleport and Zoom. Free plan customers can book and host video meetings with up to 4 people using Teleport. Premium and Pro customers can choose between Zoom and Teleport for larger virtual events. Simply select the services that are video-enabled and Setmore automates the links. Here’s how to get started on Teleport and Zoom.

  • 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 Premium and Pro 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.

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