Agendize + SalesForce: Manage your appointments from your CRM
Our online booking platform allows you to manage all your appointments from your Salesforce CRM. The solution integrates easily into your platform to allow you to access your appointments and customers from a single platform.
Access all your appointment details from your Salesforce CRM
Optimize your customer journey
Enable your customers to book appointments 24/7 from your website or a direct link, while continuing to manage your business from within Salesforce. The module provides real-time availability of team members for a better customer experience.
Access data from all your objects, reports and processes
All appointment details booked from the Agendize interface are sent to Salesforce as a new event. If the customer does not exist, it is automatically created. You can customize the appointment form to obtain relevant information for use in Salesforce.
Simplify your schedule management
Your teams can easily book appointments with their customers from Salesforce, thanks to an integrated button that opens the Agendize interface. What's more, information is pre-populated from Salesforce data to simplify your staff's work.
Animate your customers
Your employees can send appointment invitations to their Salesforce contacts using customized message templates. In addition, email and SMS notifications and reminders are automatically sent to your customers to reduce the absence rate.
Boost your productivity by integrating
your tools with Agendize
Native integrations, API workflows or third-party applications facilitate the transfer and synchronization of your data with the tools you use on a daily basis.
See all integrationsAre you interested in our online appointment booking solution?
Read more