Appointment Reminders
and Scheduling for Salesforce™

Apptoto Salesforce integration
Apptoto Salesforce integration

Client Communication Tools that Supercharge Salesforce Calendars

Salesforce is the #1 CRM software, helping businesses worldwide streamline sales and services. Apptoto enhances the powerful platform with easy-to-use online scheduling and appointment reminders that integrate with all of your Salesforce data.

Prospects and clients can choose the perfect time to meet with you via online booking pages that adapt to your team’s availability in real-time. New and updated appointments instantly sync to your Calendars and Contacts, ensuring your records are always up-to-date.

Apptoto integrates directly with your Salesforce Calendar to send SMS, Voice, and Email appointment reminders to clients and prospects regardless of how they booked. Leverage any field in your Salesforce Events, Contacts, Leads, and Custom Objects to deliver truly personalized messages.

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CRM Integration
Setup Guide

Sightpath Medical
Sit Means Sit Dog Training
Blumark Financial Services

Why Salesforce + Apptoto

Email, Text & Voice Messages

Send automated appointment reminders to clients in whichever format they prefer. Give clients the option to confirm, cancel, or reschedule by simply replying to the reminder.

Online Scheduling

Make scheduling an appointment with your business simple. Create a single online booking page or tailor pages to each of your services, providers, appointment types, or locations. The choice is yours.


Drive more bookings with Campaigns. Send targeted SMS and email messages to promote specials, reengage lost business, or celebrate important milestones.


Getting paid has never been easier with Apptoto Payments. Collect deposits/copays, no-show fees, or full payments when clients book online with you.

Business Text Messaging

Easily connect with your customers with two-way business text messaging. Chat 1-on-1 with a client about their upcoming visit or send a message to all of a day's appointments alerting them to a change or delay.

HIPAA Compliance

Ensure your patient communication is effective and HIPAA-compliant with Apptoto. Maintain the security and privacy of patient data from the moment of booking through their visit and beyond without sacrificing patient convenience.

Reduce No-Shows & Late Arrivals

Send personalized appointment reminders, booking confirmations, and follow-ups to prospects and clients. Stay top of mind with SMS, email, and voice call messages that ensure invitees arrive on time and prepared.

Reduce No-Shows & Late Arrivals
Harness the Power of Custom Objects & Fields

Harness the Power of Custom Objects & Fields

Tap into the rich data within your Salesforce Events, Contacts, Leads, and Custom Objects to create personalized appointment reminders. Send reminder sequences that pull unique Event or Contact data into every message.

Act on Real-Time Responses

Newly added or changed appointments will instantaneously sync to both your Salesforce and Apptoto Calendars thanks to our two-way integration. Easily view if clients have confirmed, canceled, or requested to reschedule, and quickly take action if needed.

Act on Real-Time Responses
Tailor Campaigns with Dynamic Messaging

Tailor Campaigns with Dynamic Messaging

You wouldn't target prospects with the same messaging you’d send a client. Create different reminder sequences or messaging campaigns that are sent when lead status, opportunity status, or other custom objects/fields change.

Katrina Belavek - Blumark

Katrina Belavek
Blumark Financial Advisors
Financial Services

"I couldn't have asked for a more customizable scheduler! We have a unique process for scheduling and many different ways a meeting should happen for our clients and they accommodate ALL of them. It truly is amazing for the product, price and excellent client service for Apptoto... This is your solution. DON'T WAIT!"

Phillip Sultan - Sightpath Medical

Phillip Sultan
Sightpath Medical
Health Services

"We needed it to transfer information into our Salesforce Account, post custom fields, be HIPAA compliant and…we needed it to not be outlandishly priced. For that, I'm glad to have found Apptoto... It's a great fit for our business. I would recommend it to any Salesforce user who needs a web scheduler."


Pay Later Carpets North East Scotland

Pay Later Carpets
North East Scotland
Home Improvement

"Brilliant App. Apptoto is now a crucial part of our booking system. We've been using it for over two years and it works well for our business. No double entry as it links into our Salesforce system. Very happy customer."



Phil Mahoney - Sit Means Sit Dog Training

Phil Mahoney
Sit Means Sit Dog Training
Pet Services

"The online booking system reduces client friction by allowing prospective clients to book a consultation with us quickly and easily. The automated reminders also allow us to send pre-sales videos and testimonials before the consultation."



More Resources

Automate Reminders and Scheduling with Apptoto + Salesforce™