For 10to8 users with an Enterprise/Bespoke plan, we offer the option to integrate with Salesforce. Using 10to8 and Salesforce together is a great way to easily manage leads and opportunities, book more appointments and close more deals.
If you'd like to chat with our sales experts about our Enterprise/Bespoke plan options, book a call here when it suits you.
With 10to8's Salesforce integration, you can:
- Synchronize clients and appointments from 10to8 into Salesforce
- Track and measure 10to8 activities in Salesforce by campaign or meeting type
- View past and upcoming meetings from your activities
This guide explains how to connect Salesforce to 10to8.
Note: Rest API must be enabled within Salesforce in order for this functionality to work.
SECTIONS:
Why Choose 10to8 for Salesforce Integration?
How to Connect Salesforce to 10to8
How to Sync Clients from 10to8 into Salesforce
How to View 10to8 Appointments in Salesforce
How does 10to8 work with Existing Data in Salesforce?
Why Choose 10to8 for Salesforce Integration?
Not all appointment scheduling tools integrate and communicate effectively with Salesforce in the way that 10to8 does. 10to8 is a dedicated appointment scheduling software and is ahead of the game when it comes to the features and functionalities it offers.
As well as seamlessly integrating with Salesforce, with 10to8 you can:
- Create an unlimited number of bookable services, for both individuals and groups
- Customize your availability across multiple locations, and tie it to specific services
- Customize and share your 10to8 booking page, which your customers can use to book their own appointments
- Embed your 10to8 booking page into your website
- Sync your 10to8 calendar with your Google, Outlook, iCloud, Office 365 and Exchange calendars
- Organize your staff into teams and determine their bookable services
- Send automated and customizable messaging including booking notifications, reminders, follow-ups and satisfaction surveys
- Integrate with Zoom, Microsoft Teams & Google Classroom
- Access and use 10to8 on your mobile device
...and much more! You can find more information on the wealth of features 10to8 offers in our blog article here.
How to Connect Salesforce to 10to8
To get started, head to 'Integrations' > 'Salesforce' and click 'Connect to Salesforce'.
This will take you to Salesforce, where you'll be able to log in. You'll then be prompted to authorize the integration between Salesforce and 10to8.
Once the connection has been established successfully, 10to8 will confirm this for you.
How to Sync Clients from 10to8 into Salesforce
Once you've connected Salesforce to 10to8, you'll see some new options under 'Integrations' > 'Salesforce'.
Next to 'Sync new customers as', you can use the drop-down to select contacts, leads or opportunities.
Contacts from 10to8 will show up in Salesforce as below:
Within 10to8, you can view all of your customers under the 'Customers' tab. If you select a customer from here, you'll find a link to view that customer in Salesforce under the 'Details' tab of their records.
Your Salesforce administrator can add buttons to your Salesforce contact page that act as shortcuts. These include:
- Book 10to8 Customer - this will open the 10to8 calendar with the customer pre-selected to schedule a booking
- View 10to8 Customer - this will open the customer's record within 10to8
How to View 10to8 Appointments in Salesforce
To view any upcoming or previous 10to8 appointments within Salesforce, navigate to the 'Activity' tab.
How does 10to8 work with Existing Data in Salesforce?
10to8 can synchronize customers and events into your Salesforce Instance. As noted earlier, 10to8 can synchronize customers as contacts, leads or opportunities. 10to8 will attempt to use existing objects in Salesforce before creating new ones.
Whenever a customer is created or updated in 10to8, they'll be automatically synced into your Salesforce Instance as either a contact, lead or opportunity, depending on your settings.
10to8 creates an extra column in the Object Manager within your Salesforce Instance called TTECustomerExtID__c, which it uses to track which customer in 10to8 corresponds to each contact, lead or opportunity in Salesforce.
When a customer is created or updated, 10to8 does the following:
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It looks for an existing contact, lead or opportunity with the same TTECustomerExtID__c field value, and if it finds one, uses it.
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If step 1 fails - (for contacts and leads) it looks for an existing contact or lead that has the same email address as the customer. If this works, it sets the TTECustomerExtID__c field on that object and uses it.
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If step 2 fails - (for opportunities) it looks for an existing opportunity with the same name as the customer. If this works, it sets the TTECustomerExtID__c field on that object and uses it.
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If steps 1, 2, and 3 all fail, then it creates a new contact, lead or opportunity for the customer, and sets the TTECustomerExtID__c field.
By using the TTECustomerExtID__c field, 10to8 can select a particular contact, lead or opportunity, and once it starts syncing to that particular record, it will continue to sync to it. You can manually override this and force 10to8 to sync to another record by modifying the TTECustomerExtID__c field values in your Salesforce Instance.
Whenever an event is created, updated, or canceled in 10to8, this is also automatically synced into your Salesforce Instance. The event will appear as an Activity against the contact, lead or opportunity. When an event is canceled in 10to8, it is deleted from Salesforce.
10to8 selects a Salesforce user to be the owner of the event by searching your Salesforce Instance for any users that have the same email address as the staff member attending the booking in 10to8.
Need More Help?
We hope this guide has been helpful! If you have any questions, don't hesitate to contact our support team who will be happy to assist further.
For troubleshooting any issues that arise when connecting or using Salesforce with 10to8, click here.