Integrating Xola with Salesforce helps you centralize customer data and streamline your sales and marketing workflows. Salesforce is an industry-leading CRM (Customer Relationship Management) platform that allows you to track your customers and their interactions with your business over time. With this integration, every reservation placed in Xola automatically creates a customer record in your Salesforce account, giving you more visibility, better organization, and smarter follow-up opportunities.
What's covered in this article:
How to Get Started
Follow these steps to connect your Xola account with Salesforce:
Sign up for Salesforce
To get started, you need a Salesforce account and you can sign up here.
Connect Salesforce in Xola
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In Xola, go to Settings > Apps.
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Find Salesforce and click Install.
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Click Connect.
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A window will pop up prompting you to log in to Salesforce. Enter your Salesforce credentials to authenticate the connection.
Once completed, the integration will be active and ready to use.
How It Works
After installation and authentication, the integration runs automatically in the background. Here’s what to expect:
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Every time a new reservation is placed in Xola, a corresponding customer record is created in Salesforce.
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These records include essential details from the reservation, helping your sales, marketing, and support teams access the full customer history in one place.
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This data sync helps bridge the gap between your reservation system and CRM, eliminating the need for manual data entry and reducing the chance of errors or missed follow-ups.
Tips for Success
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Keep your Salesforce fields organized: Set up relevant custom fields in Salesforce that match your Xola data for more meaningful insights and filtering.
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Leverage automation in Salesforce: Use workflows or email campaigns to follow up with customers automatically after a booking is made.
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Use Salesforce reports: Analyze booking trends, customer frequency, or demographic data to inform marketing and retention strategies.