Slotly
CRM integration

Slotly + Salesforce

Connect Salesforce to Slotly to sync booked meetings to Salesforce records. The enterprise CRM standard for sales and service teams. Here's what the integration does and how to set it up in minutes.

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What you can do

With Salesforce connected

  • Sync booked meetings to Salesforce records
  • Create leads and contacts from bookings
  • Keep reps' activity history complete automatically
  • Power routing with Salesforce data
Setup

Connect in minutes

  1. Open Integrations and choose Salesforce.
  2. Authorize the connection to your Salesforce org.
  3. Map booking data to leads, contacts, and activities.
FAQ

Salesforce integration FAQs

Can bookings create Salesforce leads?

Yes. New bookings can create or update leads and contacts and log activities against the right records.

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