Salesforce Integration
Integrate SchedulingKit with Salesforce to automatically create leads, update contacts, and log activities. Keep your sales pipeline in sync with your scheduling. When prospects book meetings, their information flows directly into Salesforce with full activity tracking.
Features
Why Connect Salesforce?
Integrating Salesforce with SchedulingKit unlocks powerful capabilities for your scheduling workflow.
Automatic lead capture from bookings
Complete activity history in Salesforce
Eliminate manual data entry
Improve sales team efficiency
Better reporting and forecasting
Seamless handoff to sales
How It Works
Set up your Salesforce integration in just a few minutes.
Connect Salesforce
Authorize SchedulingKit to access your Salesforce org. This typically takes under a minute and uses secure OAuth so your credentials are never shared directly.
Map Fields
Configure how booking data maps to Salesforce fields. Tailor the integration to your specific workflow — most users find the defaults work well out of the box.
Set Automation Rules
Define when to create leads, contacts, or activities. You control exactly which parts of your scheduling connect to Salesforce.
Automatic Sync
Bookings automatically flow to Salesforce with all details. Once active, the integration runs in the background with no ongoing maintenance required.
Popular Use Cases
How businesses use the Salesforce integration with SchedulingKit.
Frequently Asked Questions
Which Salesforce editions are supported?
Professional, Enterprise, and Unlimited editions. Essentials may have API limitations.
Can I map custom fields?
Yes! Map booking form fields to any Salesforce field including custom fields.
Does it create leads or contacts?
You can configure whether new bookings create Leads, Contacts, or update existing records based on email matching.
Technical Details
Under the hood of the Salesforce integration.
Supported Platforms
The Salesforce integration works across web, desktop, and mobile platforms. Compatible with all modern browsers and operating systems where Salesforce is available.
Sync Frequency
Data syncs in real-time via webhooks for instant updates. A background reconciliation runs periodically to ensure consistency, so your Salesforce data is always accurate.
Data Security
All data is encrypted in transit (TLS 1.2+) and at rest. We use OAuth 2.0 for authentication — your Salesforce credentials are never stored on our servers.
Further Reading
- G2: Appointment Scheduling Software — Independent peer reviews of scheduling tools.
- Zapier: Best Scheduling Apps — Expert roundup of top scheduling tools and integrations.
Ready to connect Salesforce?
Get started with SchedulingKit and set up your Salesforce integration in minutes. No credit card required.
Free forever plan available • No credit card required