Connecting ScheduleOnce to Salesforce provides seamless scheduling integration throughout the customer lifecycle. Key lifecycle processes such as marketing, customer onboarding, and transition to tier 2 support can be triggered through online planning, resulting in 3x higher conversion rates, faster sales cycles, and increased customer satisfaction.

When requesting your existing Salesforce contacts for a booking, ScheduleOnce identifies the contact by their Record ID, eliminating the need to request information you already have. This allows for a better customer experience and higher conversion rates.

Whenever any customer or prospect requests a booking, ScheduleOnce uses their email address to check if a contact record exists in Salesforce. The record is then automatically created or updated according to your creation rules.