AppointmentCore integration with Salesforce
How to Add leads to Salesforce campaigns with new AppointmentCore bookings
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add leads to Salesforce campaigns with new AppointmentCore bookings" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate AppointmentCore integrations
AppointmentCore actions
Nekton can use any feature that is available in AppointmentCore API.
Using our advanced AI, you can easily create custom automations for AppointmentCore.
Here are some typical actions you can do in your automated workflows.
Cancelled Booking
Triggers when a booking is cancelled in AppointmentCore.
Rescheduled Booking
Triggers when a booking is rescheduled in AppointmentCore.
New Booking
Triggers when a booking is created in AppointmentCore.
About AppointmentCore
AppointmentCore's integration allows you to trigger actions in your trusted systems whenever prospects or customers book appointments with your AppointmentCore account!