10to8 & Salesforce native integration (Beta)
About Salesforce integration
CRM software solutions and enterprise cloud computing from Salesforce, the leader in customer relationship management (CRM) and PaaS.
Integrate your Salesforce and 10to8 Online Booking System to easily manage leads and opportunities, book more meetings and close more deals.
How it works
Currently, 10to8 & Salesforce native integration is available in beta for custom plans.
In 10to8, you can already set up private booking links for your sales reps, customer support team members and marketing staff, so they can be booked directly. Furthermore, you can add tags and custom fields to customers that will help categorize them. What's more, with 10to8, you can easily manage staff members working in multiple timezones.
The native integration syncs up the best features of both 10to8 and Salesforce, so you can up your game and close more deals, retain more customers and make your life easier!
Salesforce integration features
- Automatically updates leads, opportunities and contacts whenever a meeting is scheduled
- Create events or tasks on any Salesforce object once a meeting is scheduled
- View upcoming and past meetings from your activities
- Track and measure 10to8 activities by campaign, meeting type, rep or other custom fields
- Trigger lead promotion from booking calls based on the 10to8 service type Installing the integration