Options for integrating web forms with Salesforce and ScheduleOnce

When your web form is integrated with ScheduleOnce, the Customer will be able to schedule a meeting immediately after submitting a lead generation form. Web form integration is used primarily to provide a unique scheduling experience for different types of prospects. 

Since prospects have already provided their details in your web form, they will not have to do so again in the Booking form. Customer data is passed from your web form directly to ScheduleOnce, allowing you to offer Customers a faster scheduling experience. 

Web forms can be created with web form apps such as Learn more about Using Salesforce Record IDs to personalize scheduling in landing pages

When the form is submitted:

  1. The Web form application creates or updates Salesforce records based on the email address provided by the Customer in the form.
  2. The Salesforce Record ID is sent to the Web form application via the Salesforce API and then passed to ScheduleOnce. 
  3. The Customer is redirected automatically to a Thank you page with an embedded Booking page or Website Button that leads to a Booking page. The Customer can make booking without having to provide any additional information.
  4. ScheduleOnce identifies the Customer in your Salesforce organization based on the Salesforce Record ID received from the web form application.
  5. ScheduleOnce adds an event to the Salesforce record and updates the record based on your setup options via the Salesforce API.

Integrating your web form with ScheduleOnce and Salesforce using URL parameters

If you integrate your web form with ScheduleOnce and Salesforce using URL parameters, the Customer is always identified via email address. After completing the web form, the Customer is redirected to a Thank you page using URL parameters.

Learn more about integrating your web form with ScheduleOnce using URL parameters

When the form is submitted: 

  1. The web form application creates or updates Salesforce records based on the email address provided by the Customer in the form.
  2. The Customer's information is passed to ScheduleOnce using URL parameters.
  3. The Customer is redirected automatically to a Thank you page using URL parameters to make a booking without having to provide any additional information. 
  4. ScheduleOnce identifes the Customer in your Salesforce organization based on the email address received from the web form application. 
  5. ScheduleOnce adds an event to the Salesforce record and updates the record based on your setup options via the Salesforce API.

Note When duplicate records are found, ScheduleOnce will always update the most recent record in your Salesforce organization. This means that in nearly all cases, the activity will be correctly added to the record that is created or updated via your web form.

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