Integrating your 10to8 Online Booking System with Salesforce allows you to easily manage leads and opportunities, book more meetings and close more deals.
**PLEASE ENSURE REST API IS ENABLED IN SALESFORCE FOR THIS FUNCTIONALITY**
TABLE OF CONTENTS
- What can you do with the Salesforce integration?
- How to sync 10to8 with Salesforce
- Syncing clients from 10to8 into Salesforce
- Viewing 10to8 appointments in Salesforce
- How does 10to8 work with existing data in Salesforce?
What can you do with the Salesforce integration?
- Synchronize clients and appointments from 10to8 into Salesforce
- Track and measure 10to8 activities in Salesforce by campaign, meeting type
- View past and upcoming meetings from your activities
How to sync 10to8 with Salesforce
1. Visit "Set Up" > "Salesforce", and click the "Connect to Salesforce" button.
2. You should then see the message below when syncing has been successful.
Syncing clients from 10to8 into Salesforce
After you have initially connected to Salesforce by following the steps above, new buttons will show in your 10to8 account.
You will now be able to sync existing clients to Salesforce, and sync new clients as contacts, leads, or opportunities, as below:
Contacts from 10to8 will show up in Salesforce as below:
If you head to "Clients" and choose a client, you can view them in Salesforce, one record to another.
Viewing the client in Salesforce will offer you many more information fields, as below:
Your Salesforce administrator can add buttons to your Salesforce contact page which act as shortcuts:
- Book 10to8 Customer - URL opens up 10to8 calendar with the customer selected to make a booking
- View 10to8 Customer - URL opens up the customer record in 10to8
Viewing 10to8 appointments in Salesforce
You will be able to view any upcoming or previous appointments clients have booked with 10to8 via the activity tab in Salesforce as below:
How does 10to8 work with existing data in Salesforce?
10to8 can synchronize Customers and Events into your Salesforce Instance. It can synchronize Customers as Contacts, Leads or Opportunities. It will attempt to use existing objects in Salesforce before creating new ones.
Whenever a Customer is created or updated in 10to8, this is 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 in 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:
It looks for an existing Contact, Lead or Opportunity with the same TTECustomerExtID__c field value, and if it finds one, uses it.
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.
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.
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 record it will continue to sync to that record. You can manually override this, and force 10to8 to sync to another record, but modifying the TTECustomerExtID__c field values in your Salesforce instance.
Whenever an Event is created, updated or cancelled 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 cancelled in 10to8, it is deleted in 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.