A new version of the Salesforce integration is now available. This updated version enables you to integrate Salesforce with Coconut to automatically sync appointments created in Coconut with their corresponding record in Salesforce. You can also book and manage appointments using Coconut directly in Salesforce.

NOTE: Salesforce is a paid add-on. Please connect with your Customer Success team to get started.

Our integration supports the following record types:

When an appointment is scheduled in Coconut it is synced to the corresponding record in Salesforce. This is done using the following flow:

When an appointment is scheduled in Coconut, the following logic is used to create a lead and/or contact in Salesforce

For more information on connecting Salesforce with Coconut, please refer to this article.

For more information on field mappings for the Salesforce<>Coconut integration, please refer to this article.

Coconut admin users can access Settings and input integration details in Coconut.

NOTE: You will require someone at your organization with Salesforce administrator access to fully integrate Salesforce with Coconut.