No more double data entry between your appointment management tool and Salesforce
Create events in Salesforce from TimeTap Appointments
Keep your CRM up to date by automatically sending client and lead data with event information into Salesforce
You've got all of your lead and customer data sitting in Salesforce, so naturally you don't want your appointment system existing in a vacuum! That's why TimeTap has an easy integration with Salesforce so you can make sure all the systems that matter to running your business stay in sync.
As soon as an appointment is booked in TimeTap, we'll update your Salesforce client data with the new event and whatever data you want to send about it. You can even add our booking widget as a page within your Salesforce account so you can easily schedule client appointments from it.
Not only can you send appointments from TimeTap to Salesforce as events, you can also login to Salesforce and use TimeTap's embeddable booking widgets to make appointments.
Capture the Data You Care About
You can customize your booking intake form however you'd like and map that data to your client record in Salesforce.
Integration for Enterprise Accounts
While our Business level plan only includes our out-of-the-box integration with Salesforce (i.e. sending contacts and events to Salesforce in a standard format), if you speak with one of our team members about our an Enterprise level plan, TimeTap can adapt to meet complex integration scenarios. Reach out to us to learn more about an Enterprise account.
Eliminate double data entry!
Salesforce integration included with our Business plan!