YCBM Now Integrates with Salesforce!

Salesforce is the go-to CRM for companies of all sizes. It's the single source of truth for business owners and managers around the world because of it's comprehensive features and functionalities. If you use Salesforce as your CRM, you can now instantly sync all of your booking data.

Whenever a client schedules a meeting, our Salesforce integration will automatically create a new contact in Salesforce and create a new meeting activity for them, including all the details from your booking form questions.

If the booker is already a contact, it will update their activity stream with the new meeting details. 

You'll also spot useful links that allow you to instantly hop to the booking in YouCanBookMe, or join the video call directly from the Contact page in Salesforce. 

If the booking is cancelled or rescheduled, has a note added, or is marked as a no-show, we'll instantly update the contact stream so you have all the information you need right at your fingertips. 

And you'll be able to see exactly when Salesforce updates are happening, because it's in the same place as the rest of your workflows. 

We'll even assign the contact to the person that they've booked with as the Contact Owner.

Coming soon, you'll be able to create Salesforce Contact properties from your YCBM booking form questions. So all the information you gather in YouCanBookMe, can be searched and filtered on in your Salesforce dashboards.