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Salesforce
Automatically Sync Appointment Data to Salesforce
Connect your Jform Appointment forms with Salesforce to keep your CRM up to date. With this integration, appointment details selected on a form—like demo dates or consultations—can be automatically sent to Salesforce and mapped to fields on a lead or contact.
Whether you’re booking product demos, onboarding calls, or follow-ups, ensure your sales team has all the information they need, right inside the CRM.
Sync Appointment Details to Salesforce
Map selected appointment times from your form directly to Salesforce objects like Leads, Contacts, or Opportunities. Whether it’s a demo, meeting, or consultation, your CRM stays accurate and actionable.
Keep Your CRM Up to Date
When a prospect picks a date and time, that data is pushed to Salesforce and added to the appropriate field. Great for BDRs and AEs who need visibility into upcoming interactions.
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