ScheduleOnce provides out-of-the-box support for your scheduling scenario. See all product features
When asking your existing Salesforce Contacts to make bookings, ScheduleOnce identifies the contact by its record ID, eliminating the need to ask for information you already have. This enables a better customer experience and improved conversion rates.
When asking any customer or prospect to make a booking, ScheduleOnce uses their email address to check if the lead or contact record exists in Salesforce. The record is then automatically created or updated based on your creation rules.
The Salesforce connector enables a secure connection between ScheduleOnce and your Salesforce environment supporting organizations with security requirements of varying levels.
The Salesforce connector supports most organizational business processes and scenarios, working in tandem with your existing Salesforce setup.
When a booking is made and the customer doesn't exist in Salesforce, a lead, contact, or case record is automatically created based on your Salesforce Record Types and record creation rules.
When a booking is made and the customer already exists in Salesforce, a lead or contact record is updated based on your record updating rules.
Every ScheduleOnce booking creates an activity in Salesforce. The activity is automatically related to the relevant Lead, Contact or Case record.
The activity is automatically updated with any changes that take place throughout the booking lifecycle, including when the booking is canceled, rescheduled, completed or set to no-show.
When a booking is made, ownership of the Salesforce record is either assigned to the booking page owner, based on Salesforce assignment rules, or remains unchanged.
When a booking is made, an event is automatically added to the Salesforce calendar. The calendar event will be updated when the booking is canceled, rescheduled, completed, or set to no-show.
When a booking is made, ScheduleOnce custom and system fields can be automatically mapped to any relevant standard or custom Salesforce field and added to the Salesforce record.
The Salesforce connector provides reliable configuration tools to support the validation rules fields of your Salesforce organization, ensuring that Salesforce record updates will never be blocked.
The link to the Salesforce Lead, Contact, Case, and Activity record is available in all ScheduleOnce activities and notifications, enabling a seamless connection between the two systems.
You define the standard objects your booking pages will integrate with. The Salesforce connector works with lead, contact, and case objects.
Salesforce integration through Zapier allows you to send booking and customer data to Salesforce. Data received from ScheduleOnce always creates a new and independent data record in Salesforce.