With Zapier, connect CatchApp Bookings with Salesforce automatically - no code required!
How CatchApp Bookings + Salesforce Integration works
There's four pretty simple & straightforward steps:
Step-1: Authenticate CatchApp Bookings and Salesforce
Copy your Zapier API Key from Settings -> Integrations -> CRM & Sales -> Zapier
Paste it to authenticate with Zapier
Step-2: Pick CatchApp Bookings as a trigger
Choose trigger as New Accepted Appointment in CatchApp Bookings
Choose which account you want to connect for CatchApp Bookings
Step-3: Pick a resulting action from the Salesforce and input custom parameters
Choose action as Create Salesforce Records
Choose action as Update Salesforce Records
Step-4: Custom select the data you want to use between each app. If you're adding in message text like the example below, make sure you leave a space between each piece of data (e.g: "[1. data: Appointment] [2. data: Booking]" )
That’s it - in a matter of 2 minutes, your CatchApp Bookings with Salesforce integration is up and running!
About CatchApp Bookings
CatchApp is an online booking system that lets your clients self-book appointments and pay for them.
Salesforce is a leading enterprise customer relationship manager (CRM) application. Salesforce is an integrated CRM platform that shows all your departments — including marketing, sales, commerce, and service — with a single, shared view of every customer.