Planyo Online Booking + Salesforce
Add new Planyo customers as Salesforce contacts
Use this Zapier integration to automatically add all new Planyo customers to your contacts in Salesforce. This integration will work both when a new reservation is made and when the administrators add new customers manually or via an import. Modifications in personal details will be also reflected in Salesforce.
Use this Zapier integration to automatically add all new Planyo customers to your contacts in Salesforce. This integration will work both when a new reservation is made and when the administrators add new customers manually or via an import. Modifications in personal details will be also reflected in Salesforce.
- When this happens...New or Updated Customer
Triggers when a new customer has been added or when customer data has been updated.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Before or After Event #1
Triggers a given number of hours/days before or after the rental begins or ends.
Try ItBefore or After Event #3
Triggers a given number of hours/days before or after the rental begins or ends (#3 event defined in Notifications in the Planyo backend).
Try ItBefore or After Event #5
Triggers a given number of hours/days before or after the rental begins or ends (#5 event defined in Notifications in the Planyo backend).
Try ItUpdate of Reservation Status to Checked-In
Triggers when the customer checks in.
Try It
Before or After Event #2
Triggers a given number of hours/days before or after the rental begins or ends (#2 event defined in Notifications in the Planyo backend).
Try ItBefore or After Event #4
Triggers a given number of hours/days before or after the rental begins or ends (#4 event defined in Notifications in the Planyo backend).
Try ItBefore or After Event #6
Triggers a given number of hours/days before or after the rental begins or ends (#6 event defined in Notifications in the Planyo backend).
Try ItUpdate of Reservation Status to Checked-Out
Triggers when the customer checks out.
Try It
