Your Salesforce Calendar might be full, but if no-shows and late arrivals are still draining your day, it's time to rethink how you communicate with clients about appointments. Apptoto's Salesforce integration turns your CRM into a fully automated appointment reminder and booking engine, helping you stay on schedule and keep your pipeline moving.
Prospects and clients can schedule meetings with you through customizable booking pages that reflect your team's real-time availability. New and updated appointments sync instantly with your Salesforce Calendars and Contacts, so you're always working with accurate, up-to-date records.
And when it's time to remind them? 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. No more generic reminders - just the right message, at the right time, to the right person.
CRM Integration
Salesforce
Setup Guide
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.
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.
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.
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.
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.
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.
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.
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 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
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
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
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."