Connect Trafft and Salesforce
Integrate Trafft with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when Appointment Booked in Trafft
Add Lead To Campaign in Salesforce when Appointment Booked in Trafft
Create Attachment in Salesforce when Appointment Booked in Trafft
Create Contact in Salesforce when Appointment Booked in Trafft
Create Note in Salesforce when Appointment Booked in Trafft
Popular Trafft + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Trafft
When this happens...
Appointment Booked
Appointment Canceled
Appointment Rescheduled
Appointment Status Changed
New Customer
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 Appointment Booked in Trafft
Use this flowAdd Lead To Campaign in Salesforce when Appointment Booked in Trafft
Use this flowCreate Attachment in Salesforce when Appointment Booked in Trafft
Use this flowCreate Contact in Salesforce when Appointment Booked in Trafft
Use this flowCreate Note in Salesforce when Appointment Booked in Trafft
Use this flowUpdate Contact in Salesforce when Appointment Booked in Trafft
Use this flowCreate Lead in Salesforce when Appointment Booked in Trafft
Use this flowUpdate Lead in Salesforce when Appointment Booked in Trafft
Use this flowCreate Account in Salesforce when Appointment Booked in Trafft
Use this flowCreate Campaign in Salesforce when Appointment Booked in Trafft
Use this flowSupported Triggers & Actions
Everything you can automate between Trafft and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
Appointment Booked
Triggered when a appointment is booked in Trafft.
Appointment Canceled
Triggered when an appointment is canceled in Trafft.
Appointment Rescheduled
Triggered when an existing appointment is rescheduled in Trafft.
Appointment Status Changed
Triggered when an existing appointment status is changed in Trafft.
New Customer
Triggers when a customer is created in Trafft.
New Contact
Triggers when a new Contact is created.
Do thisActions
Action is the task that follows automatically within your Trafft integrations.
Create Booking
Creates a new bookings in Trafft.
List All Services
Retrieves a list of all services.
Create Customer
Create's a new customer.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead To Campaign
Adds an existing lead to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
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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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 Trafft
Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.
Learn moreAbout 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 Trafft 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 Trafft 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 Trafft triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Trafft. 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 Trafft and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Trafft 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.
