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Generate more leads with the Setmore + Salesforce® integration
Setmore / Salesforce®
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Streamline your data management process with the Setmore + Salesforce® integration

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Quick summary of Setmore
More info Documentation

Setmore is a leading online scheduling platform that allows you to set up and manage your meetings. Setmore is designed for businesses of any size and market, from health and beauty to gov’t education. The software gives your customers the ability to book appointments with you, based on your available times.

With Setmore, you don’t need to worry about following up your clients: once people fix date and time for the meeting, the software will automatically send alerts and reminders. By connecting Setmore with your preferred payment software, you can quickly get paid online. Setmore is available for all mobile devices and tablets. Thanks to its mobile friendly, easy-to-use interface, you can access to the platform wherever you are, 24/7.

Setmore allows you to connect your account to many other business apps, CRMs, social media, and much more. For example, you can easily add your Setmore account to your Wordpress website and allow your website visitors to book a consultation or a meeting with you. Moreover, by syncing Setmore with Google you can automatically import and export any type of event to and from your calendar, in order to avoid double bookings.

Quick summary of Salesforce®
More info Documentation

Salesforce® provides a powerful, convenient, and simple Web services API for interacting with Lightning Platform.

Salesforce® uses the same underlying data model and standard objects as those in SOAP API. REST API also follows the same limits as SOAP API.

The Salesforce® advantages include ease of integration and development, and it’s an excellent choice of technology for use with mobile applications and Web 2.0 projects. To use the API requires basic familiarity with software development, web services, and the Salesforce user interface.

What you can do with Setmore and Salesforce®

Create new Salesforce® leads with SetMore

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Create new Salesforce® leads in campaigns with SetMore

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Create new Salesforce® leads in lead sources with SetMore

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Create new Salesforce® leads in list views with SetMore

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Create new Salesforce® leads in reports with SetMore

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Create new Salesforce® contacts with SetMore

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Create new Salesforce® contacts in campaigns with SetMore

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Create new Salesforce® contacts in lead sources with SetMore

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Create new Salesforce® contacts in list views with SetMore

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Create new Salesforce® contacts in reports with SetMore

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Create new Salesforce® cases with SetMore

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Create new Salesforce® cases in campaigns with SetMore

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Create new Salesforce® cases in lead sources with SetMore

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Create new Salesforce® cases in list views with SetMore

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Create new Salesforce® cases in reports with SetMore

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Create new Salesforce® opportunities with SetMore

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Create new Salesforce® opportunities in campaigns with SetMore

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Create new Salesforce® opportunities in lead sources with SetMore

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Create new Salesforce® opportunities in list views with SetMore

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Create new Salesforce® opportunities in reports with SetMore

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Create new Salesforce® accounts with SetMore

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Create new Salesforce® accounts in campaigns with SetMore

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Create new Salesforce® accounts in lead sources with SetMore

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Create new Salesforce® accounts in list views with SetMore

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Create new Salesforce® accounts in reports with SetMore

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Create new Salesforce® person accounts with SetMore

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Create new Salesforce® person accounts in campaigns with SetMore

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Create new Salesforce® person accounts in lead sources with SetMore

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Create new Salesforce® person accounts in list views with SetMore

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Create new Salesforce® person accounts in reports with SetMore

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Update Salesforce® leads with SetMore

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Update Salesforce® leads in campaigns with SetMore

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Update Salesforce® leads in lead sources with SetMore

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Update Salesforce® leads in list views with SetMore

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Update Salesforce® leads in reports with SetMore

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Update Salesforce® contacts with SetMore

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Update Salesforce® contacts in campaigns with SetMore

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Update Salesforce® contacts in lead sources with SetMore

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Update Salesforce® contacts in list views with SetMore

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Update Salesforce® contacts in reports with SetMore

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Update Salesforce® cases with SetMore

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Update Salesforce® cases in campaigns with SetMore

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Update Salesforce® cases in lead sources with SetMore

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Update Salesforce® cases in list views with SetMore

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Update Salesforce® cases in reports with SetMore

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Update Salesforce® opportunities with SetMore

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Update Salesforce® opportunities in campaigns with SetMore

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Update Salesforce® opportunities in lead sources with SetMore

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Update Salesforce® opportunities in list views with SetMore

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Update Salesforce® opportunities in reports with SetMore

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Update Salesforce® accounts with SetMore

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Update Salesforce® accounts in campaigns with SetMore

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Update Salesforce® accounts in lead sources with SetMore

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Update Salesforce® accounts in list views with SetMore

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Update Salesforce® accounts in reports with SetMore

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Update Salesforce® person accounts with SetMore

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Update Salesforce® person accounts in campaigns with SetMore

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Update Salesforce® person accounts in lead sources with SetMore

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Update Salesforce® person accounts in list views with SetMore

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Update Salesforce® person accounts in reports with SetMore

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