Salesforce integration

Salesforce + 24sessions

Integrate Salesforce with 24sessions to automatically create leads, opportunities, events and notes when your contacts schedule a video call.

Salesforce integration with video calling

With a Salesforce integration, your sales team is equipped with full context on each lead, opportunity and customer. When you receive a new 24sessions booking, a new lead is generated automatically. This booking is recognized as an event in Salesforce. Publish duration, review and other metadata is automatically stored in your Salesforce account.

Salesforce integration screen

Create new leads in Salesforce

Let 24sessions and Salesforce work together to automatically generate leads. If someone schedules a video call or books a demo via 24sessions. A new lead is automatically registered in your Salesforce account.

New lead integration

Create events in Salesforce

With the Salesforce and 24sessions integration, events are automatically synchronised. All appointments are directly scheduled into the Salesforce agenda. You're able to synch changes and cancellations as well. 

Salesforce integration event created

How to integrate Salesforce

The Salesforce and 24sessions integration works through Zapier. Follow this step-by-step guide and start using both apps seamlessly together.

1. Sign in with your Salesforce account and your 24sessions account to get started.

2. Sign up for a Zapier account.

3. In Zapier, click the 'Make a Zap!' button on top.

4. Select 24sessions as the trigger app.

5. Choose a trigger from 24sessions. 
e.g.: 'Meeting Created'

6. Choose Salesforce as the action app.

7. Choose an action for Salesforce.
e.g.: 'Create Lead'

8. Test & Save

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What is 24sessions?

24sessions offers an online solution for face-to-face contact. We provide a scheduling tool, directly into the agenda. High quality video calling with the option for reviewing afterwards. With our integrations, you can maximise your productivity and streamline your workflow.

Find out our other app integrations.