BookingBomb +
Salesforce
Enterprise-grade meeting automation for Salesforce power users
Integrate BookingBomb with Salesforce to automatically create leads, contacts, and opportunities from meeting bookings. Leverage Salesforce's powerful automation with real-time meeting data.
Salesforce is the world's leading CRM platform, and BookingBomb's native integration delivers enterprise-grade meeting automation that Salesforce power users expect. Every meeting booked through BookingBomb becomes a rich data point in your Salesforce org, with automatic record creation, field updates, and event logging.
The integration supports the full spectrum of Salesforce objects. Create leads from cold outreach meetings, convert to contacts when deals progress, and generate opportunities tied to specific meeting outcomes. Custom objects are fully supported, so you can build meeting data into any Salesforce data model your organization uses.
For organizations using Salesforce Flow, Process Builder, or Apex triggers, BookingBomb events provide powerful automation hooks. Trigger complex business processes when meetings are booked, send Slack notifications to sales managers, update territory assignments, and calculate commission splits—all automatically based on meeting data flowing from BookingBomb.
Security-conscious enterprises will appreciate our SOC 2 Type II compliance and support for Salesforce Shield. Data transfers are encrypted end-to-end, and you maintain full control over which fields sync and who can access meeting data. Role-based permissions ensure your Salesforce security model extends to BookingBomb.
What Gets Synced
Every meeting we book automatically syncs the following data to Salesforce
Integration Features
Everything you need for a seamless Salesforce integration
Flexible Object Creation
Create Leads, Contacts, Accounts, or Opportunities from meeting bookings. Configure rules based on meeting type, form responses, or routing logic to determine which objects are created.
Salesforce Flow Integration
Trigger Salesforce Flows when meetings are booked, rescheduled, or completed. Build sophisticated automation that updates records, sends notifications, and orchestrates complex sales processes.
Custom Object Support
Map BookingBomb data to any standard or custom Salesforce object. Whether you use custom meeting objects, booking trackers, or industry-specific data models, we support your configuration.
Multi-Org Compatibility
Connect BookingBomb to multiple Salesforce orgs for complex enterprise setups. Route meetings to different orgs based on region, product line, or business unit.
Salesforce Shield Support
Full compatibility with Salesforce Shield encryption and event monitoring. Meeting data respects your platform encryption settings and all sync events are captured for audit trails.
Einstein Activity Capture
BookingBomb meetings automatically appear in Einstein Activity Capture, giving your AI-powered insights complete visibility into prospect engagement and meeting patterns.
How Data Flows
Bi-directional sync keeps everything in perfect harmony
- Meeting bookings as Events or Tasks
- Lead/Contact creation with form data
- Opportunity updates based on meeting outcomes
- Custom object records for meeting tracking
- Campaign member status updates
- Contact and Account data for form pre-fill
- Owner information for meeting routing
- Opportunity stage for qualification logic
- Custom fields for personalized booking pages
- Territory data for round-robin assignment
Simple Setup Process
We handle everything - you just connect your account
Authorize Salesforce Connection
Connect your Salesforce org using OAuth. BookingBomb supports both Production and Sandbox environments. Enterprise customers can connect multiple orgs.
Configure Object Mapping
Choose which Salesforce objects to create from bookings. Map BookingBomb fields to Salesforce fields, including custom fields. Set up record type and assignment rules.
Set Up Automation Triggers
Configure which BookingBomb events trigger Salesforce automation. Connect to existing Flows, Process Builders, or set up new automation based on meeting data.
Validate and Deploy
Test the integration in your sandbox environment. Verify field mappings, automation triggers, and data flow. Once validated, deploy to production with confidence.
Use Cases
How teams use BookingBomb + Salesforce together
Enterprise Lead Management
Route meeting requests to the right sales team based on territory, account size, or product interest. Automatically assign leads, set follow-up tasks, and trigger lead scoring.
Opportunity Progression
Advance opportunities through sales stages based on meeting types. Discovery calls move deals to qualification, demos advance to proposal, and closing calls trigger contract generation.
Partner Ecosystem Management
Manage partner meeting bookings through Salesforce Communities. Create partner leads, track co-selling activities, and attribute revenue to partner-sourced meetings.
Service Cloud Integration
Create cases from customer success meetings. When existing customers book support calls, automatically generate service cases with full context from their account history.
Frequently Asked Questions
Common questions about the Salesforce integration
Related Integrations
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