Integration with Salesforce CRM
We’re please to announce integration with Salesforce — the worlds most popular CRM.
This add-on is available in your extension area, and provides the ability to automatically create new customers (or update existing ones) in Salesforce when a booking is created via Checkfront.
This will ensure your customer records are kept in sync, and you can take full advantage of the many advanced customer management tools of Salesforce.
When enabled, a new account is created in Salesforce after a booking is made. A personal contact is created under the account, along with an event that is tied to the booking date and details. You can further customize this in your Checkfront setup. Please note an email or phone number must be supplied to create or update the account.
Setup
To enable the Salesforce extension, Login to your Checkfront account, navigate to Extend / Add-ons, and select Salesforce. From there, click the activate button, and use the links provided to Install the Checkfront package in Salesforce, and Authorize the API.
To test your setup, create a new booking and set the status to Reserved or Paid. You should see the new data appear in Salesforce, as well as an entry and your activity or booking log.
Currently, to make use of this package, you must have an Enterprise, Unlimited or another account with Salesforce that provides API access. This add-on is available to Checkfront Plus and Enterprise users.
We’ll be adding further integrations with Salesforce, both within Checkfront, and in Salesforce. Please share any feedback you have to help us focus our efforts.
