Connect Lodgify and Salesforce
Integrate Lodgify with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Lodgify + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Lodgify
When this happens...
New Booking
Booking Change
Booking Status Changed to Booked
Booking Status Changed to Declined
Booking Status Changed to Open
Booking Status Changed to Tentative
Message Received in Thread
Booking New Any Status
Rate Change
Availability Change
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign in Salesforce when New Booking in Lodgify
Use this flowAdd Lead To Campaign in Salesforce when New Booking in Lodgify
Use this flowCreate Attachment in Salesforce when New Booking in Lodgify
Use this flowCreate Contact in Salesforce when New Booking in Lodgify
Use this flowCreate Note in Salesforce when New Booking in Lodgify
Use this flowUpdate Contact in Salesforce when New Booking in Lodgify
Use this flowCreate Lead in Salesforce when New Booking in Lodgify
Use this flowUpdate Lead in Salesforce when New Booking in Lodgify
Use this flowCreate Account in Salesforce when New Booking in Lodgify
Use this flowCreate Campaign in Salesforce when New Booking in Lodgify
Use this flowSupported Triggers & Actions
Everything you can automate between Lodgify and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Booking
Triggers when a new Booking is created.
Booking Change
Triggers when a Booking is updated.
Booking Status Changed to Booked
Triggers when a Booking status changes to Booked.
Booking Status Changed to Declined
Triggers when a Booking status changes to Declined.
Booking Status Changed to Open
Triggers when a Booking status changes to Open.
Booking Status Changed to Tentative
Triggers when a Booking status changes to Tentative.
Do thisActions
Action is the task that follows automatically within your Lodgify integrations.
List all Booking
List all booking
Lists all Availabilites
Lists availability information for a given period for the calling user.
Properties Info list
List all a paged list of all properties.
List Deleted Properties
List of all deleted properties
Bookings Inbox
List of all the bookings and enquiries on the inbox
Countries Codes
List of all the available countries
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Lodgify
Lodgify is a vacation rental software that allows vacation rental managers to create their own website and accept online bookings.
Learn moreSimilar apps
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Lodgify and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Lodgify and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where Lodgify triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Lodgify. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Lodgify and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Lodgify and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
