Salesforce Integration

meetergo integrates with Salesforce to automatically create and update records when appointments are booked. Connect once, and every booking syncs contacts, leads, cases, opportunities, and calendar events to your Salesforce org.

What Gets Synced

When someone books a meeting, meetergo can create:

Connect Salesforce

Requirements

• meetergo account with Salesforce integration enabled (Growth plan or higher)
• Salesforce account with API access
• Admin permissions to authorize apps in Salesforce

Connection Steps

1. Go to Settings → Integrations
2. Find Salesforce and click Connect
3. Log in to your Salesforce account
4. Authorize meetergo to access your Salesforce org
5. Once connected, you'll see a green "Connected" status

Permissions Granted

meetergo requests access to:

• Create and update Contacts and Accounts
• Create Leads, Cases, and Opportunities
• Create and update Events
• Read user information (for owner assignment)

Configure Per Meeting Type

Each meeting type can have different Salesforce sync settings.

1. Go to Meeting Types
2. Edit your meeting type
3. Find CRM Integration or Salesforce settings
4. Configure which records to create

Sync Options

Lead Sync

Enable to create a Lead instead of Contact/Account:

• Lead Status: Set the initial status (e.g., "Open", "New", "Contacted")
• Leads can be converted to Contacts later in Salesforce

When Lead sync is enabled and a lead with the same email already exists, meetergo falls back to creating a Contact instead.

Case Sync

Enable to create a Case for each booking:

• Case Status: Set the initial status (e.g., "New", "Open")
• Case is linked to the Contact
• Useful for support teams tracking inquiries

Opportunity Sync

Enable to create an Opportunity:

• Opportunity Stage: Set the initial stage (e.g., "Prospecting", "Qualification")
• Opportunity is linked to the Account
• Useful for sales teams tracking deals

How Records Are Created

Booking Flow

When a booking is confirmed:

1. Contact/Account or Lead

   • If Lead sync enabled: Creates a Lead
   • Otherwise: Finds or creates Contact + Account based on email

2. Case (if enabled)

   • Creates Case linked to Contact
   • Sets configured status
   • Includes meeting details in description

3. Opportunity (if enabled)

   • Creates Opportunity linked to Account
   • Sets configured stage
   • Named after the meeting type

4. Event (always)

   • Creates calendar Event with:
     • Meeting subject
     • Start/end times
     • Description with notes
     • Link to booking (for reschedule/cancel)
   • Linked to Contact and related record (Case or Opportunity)

Owner Assignment

meetergo assigns record owners based on:

1. Workspace Studio mapping (for enterprise customers with location-based routing)
2. Meeting host: The assigned host's Salesforce user ID
3. Default: Your Salesforce org's default owner rules

Reschedule and Cancellation

When Rescheduled

The Salesforce Event is updated with:

• New start and end times
• Updated description noting the reschedule

When Cancelled

The Salesforce Event is updated (not deleted):

• Subject prefixed with "[CANCELLED]"
• Description updated with cancellation reason
• Status set to "Appointment Cancelled"

This preserves your reporting and audit trail.

Custom Fields

meetergo can pass booking form data to Salesforce:

• Custom form field values are included when creating Contacts, Leads, and Cases
• Field mapping depends on your Salesforce configuration
• Contact your meetergo support for custom field mapping setup

Studio Mapping (Enterprise)

For multi-location organizations:

• Each Workspace can have a salesforceStudioId
• When enabled, Cases include a Studio__c lookup field
• Case owner can be set to the Studio's owner (Queue or Group)
• Useful for routing bookings to location-specific queues

Troubleshooting

Connection Failed

If the connection fails:

1. Ensure you have API access in Salesforce
2. Check that your Salesforce admin hasn't blocked third-party apps
3. Try disconnecting and reconnecting

Records Not Creating

If records aren't appearing:

1. Verify Salesforce sync is enabled on the meeting type
2. Check the specific sync options (Lead, Case, Opportunity)
3. Review the booking to ensure it was confirmed
4. Check Salesforce for duplicate detection rules that may block creation

Duplicate Records

meetergo checks for existing contacts by email:

• If found, links to existing contact
• If not found, creates new contact

For Leads:

• If duplicate Lead detected, falls back to Contact creation

Owner Assignment Issues

If records have unexpected owners:

1. Verify the meeting host exists in Salesforce
2. Check Workspace Studio mapping settings
3. Review your Salesforce default owner rules

Events Not Updating

For reschedule/cancellation updates:

1. Ensure the original booking had a Salesforce Event created
2. Check the salesforceSync.meetingId is stored on the appointment
3. Verify API access hasn't been revoked

Best Practices

Start Simple

1. Begin with Contact/Account sync only
2. Add Lead sync once workflow is established
3. Add Case or Opportunity based on your process

Match Your Sales Process

Clean Data

• Use booking forms to capture complete contact info
• Set appropriate Lead/Case statuses for routing
• Use Opportunity stages that match your pipeline

Test First

1. Create a test meeting type
2. Enable Salesforce sync
3. Book a test appointment
4. Verify records in Salesforce
5. Test reschedule and cancel flows

Disconnecting

To remove the Salesforce connection:

1. Go to Settings → Integrations
2. Find Salesforce and click Disconnect
3. Confirm the disconnection

Existing records in Salesforce remain unchanged. Future bookings won't sync until reconnected.

FAQ

Does this work with Salesforce Classic?

Yes, the integration uses Salesforce APIs that work with both Classic and Lightning Experience.

Can I sync to custom objects?

Custom object support requires enterprise configuration. Contact support for custom object mapping.

Are existing contacts updated or duplicated?

meetergo searches for existing contacts by email. If found, it uses the existing contact rather than creating a duplicate.

What happens if Salesforce is down?

Bookings still complete. Salesforce sync is retried, but if it fails, the booking proceeds without CRM sync.

Can I see sync status?

Booking details show Salesforce record IDs when sync is successful. Check the booking in meetergo to verify sync status.

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