CRM integration
DayOtter + Salesforce
Connect Salesforce and DayOtter finds or creates the guest as a Contact and logs the meeting as an Event - updated on reschedule, removed on cancel.
When someone books, DayOtter matches them to a Salesforce Contact by email (creating one if needed) and writes the meeting as an Event linked to that Contact. Reschedules update the same Event; cancellations remove it - so your CRM reflects reality without manual logging.
It's a native, first-party sync over the Salesforce REST API - no Zapier in the middle. Currently in beta.
Contact find-or-create
Guests are matched to a Salesforce Contact by email, or created if new - no duplicates.
Meetings logged as Events
Each booking becomes a Salesforce Event on the Contact, kept in sync on reschedule and cancel.
Native, not a bridge
A direct OAuth connection over Salesforce's REST API - connect once in settings.
Does DayOtter create Salesforce Contacts?
Yes - it matches the guest to an existing Contact by email, or creates one, then logs the meeting as an Event against it.
Is CRM sync included?
It's a Pro feature on the cloud, and free when you self-host. Native Salesforce sync is currently in beta.
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