With 10to8’s Salesforce integration helps you manage the following.
Create contact, lead in your Salesforce account when an appointment is booked.
Promote lead to opportunity automatically when certain types of services are booked
Update your contact, lead, opportunity upcoming tasks/events for new appointments when booking with existing contact/lead/opportunity
Steps for Salesforce Integration
Visit “Set Up” > “Salesforce” and click the Salesforce Integration button.
Authenticate your Salesforce account (This authentication should be done by a staff who is a system admin in 10to8 and Salesforce).
Select the services from the Salesforce Integration page to trigger lead to opportunity promotion.
On every customer, in 10to8, that also has a customer record in Salesforce, there will be a link to the Salesforce record and it will mention the stage this specific lead is in.