--- title: Salesforce description: This article explains how to integrate Xola with Salesforce to automatically create customer records from every reservation, centralizing guest info and booking history in your CRM. It outlines the setup process—installing and connecting the app, authenticating, and mapping key fields—to streamline your sales and marketing workflows. Tips include using Salesforce automation and reporting to drive follow-up campaigns and optimize customer engagement. --- [Skip to content](https://support.xola.com/salesforce#main-content) English Show submenu for translations [![Xola](https://support.xola.com/hubfs/logo.svg)](https://www.xola.com/) - [Home](https://support.xola.com/) - [24/7 Live Support](https://www.xola.com/support/) Open main navigation Close main navigation - [Home](https://support.xola.com/) - [24/7 Live Support](https://www.xola.com/support/) - English Show submenu for translations - [Login](https://xola.com/_public/login.html) [Login](https://xola.com/_public/login.html) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.xola.com/?hsLang=en) 2. [Integrations & Advanced Tools](https://support.xola.com/integrations-advanced-tools?hsLang=en) 3. [Xola App Store Integrations](https://support.xola.com/integrations-advanced-tools?hsLang=en#xola-app-store-integrations) # Salesforce ## Sync reservation data to Salesforce CRM Integrating **Xola** with **Salesforce** helps you **centralize customer data** and **streamline sales and marketing workflows**. **Salesforce** is a leading **CRM (Customer Relationship Management)** platform trusted by businesses worldwide to **track customer interactions**, manage sales pipelines, and nurture long-term relationships. With this integration, every **reservation** made in Xola will automatically create or update a **customer record** in your **Salesforce account**. This allows your team to access detailed customer information in one place, drive **personalized marketing**, and create **smarter follow-up** sequences—all with minimal manual input. By connecting these two systems, you gain **better visibility**, **improved organization**, and a more efficient, **data-driven sales process**. **User Access:** **Administrator** roles have access to install Salesforce in Xola. To **grant access** to users, [click here](https://seller.xola.app/settings/users). --- **What's covered in this article:** - [How to Get Started](https://support.xola.com/salesforce#get-started) - [How it Works](https://support.xola.com/salesforce#how-it-works) - [Tips for Success](https://support.xola.com/salesforce#tips) --- ### 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](https://www.salesforce.com/form/conf/demo-sales/?leadcreated=true&redirect=true&chapter=&DriverCampaignId=70130000002IBwv&player=&FormCampaignId=7010M000002MJQ0&videoId=&playlistId=&mcloudHandlingInstructions=&landing_page=%2Fform%2Fsem%2Fsalesforce). - **Connect Salesforce in Xola** - In Xola, go to [Settings \> Apps](https://seller.xola.app/apps). - Find **Salesforce**, and click **Install**. - Click **Connect**. - 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: - Every time a **new reservation is placed in Xola**, a corresponding **customer record is created in Salesforce**. - These records include essential details from the reservation, helping your sales, marketing, and support teams access the full customer history in one place. - 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 - **Keep your Salesforce fields organized**: Set up relevant custom fields in Salesforce that match your Xola data for more meaningful insights and filtering. - **Leverage automation in Salesforce**: Use workflows or email campaigns to follow up with customers automatically after a booking is made. - **Use Salesforce reports**: Analyze booking trends, customer frequency, or demographic data to inform marketing and retention strategies. - [Getting Started](https://support.xola.com/getting-started?hsLang=en#main-content) - [Account Setup & Configuration](https://support.xola.com/getting-started?hsLang=en#account-setup-configuration) - [Website Integration & Installation](https://support.xola.com/getting-started?hsLang=en#website-integration-installation) - [Flex Plans](https://support.xola.com/getting-started?hsLang=en#flex-plans) - [Managing Purchases & Customers](https://support.xola.com/managing-purchases-customers?hsLang=en#main-content) - [Purchases Management](https://support.xola.com/managing-purchases-customers?hsLang=en#purchases-management) - [Reservation Management](https://support.xola.com/managing-purchases-customers?hsLang=en#reservation-management) - [Customer Management](https://support.xola.com/managing-purchases-customers?hsLang=en#customer-management) - [Customer Data & Engagement](https://support.xola.com/managing-purchases-customers?hsLang=en#customer-data-engagement) - [Reporting](https://support.xola.com/reporting?hsLang=en) - [Integrations & Advanced Tools](https://support.xola.com/integrations-advanced-tools?hsLang=en#main-content) - [Xola App Store Integrations](https://support.xola.com/integrations-advanced-tools?hsLang=en#xola-app-store-integrations) - [Partner & Agent Management](https://support.xola.com/integrations-advanced-tools?hsLang=en#partner-agent-management) - [Marketing & Tracking Integrations](https://support.xola.com/integrations-advanced-tools?hsLang=en#marketing-tracking-integrations) - [Mobile and Hardware](https://support.xola.com/mobile-and-hardware?hsLang=en#main-content) - [Mobile Tools and Apps](https://support.xola.com/mobile-and-hardware?hsLang=en#mobile-tools-and-apps) - [Hardware Setup & Devices](https://support.xola.com/mobile-and-hardware?hsLang=en#hardware-setup-devices) - Company - [About Us](https://www.xola.com/about) - [Careers](https://www.xola.com/team) - [Press](https://www.xola.com/press) - [Support](https://www.xola.com/support) - [Security Policy](https://www.xola.com/security-policy/) - Resources - [Articles](https://www.xola.com/articles/) - [Help Center](https://support.xola.com/) - [Success Stories](https://www.xola.com/success-stories/) - [App Store](https://www.xola.com/app-store) - [Demo](https://www.xola.com/demo) - [Xola Universe](https://www.xola.com/universe/) - Documentation - [API Documentation](https://developers.xola.com/) - [Payment Services Agreement](https://www.xola.com/payment-services-agreement/) - [Terms](https://www.xola.com/terms/) [![logo](https://support.xola.com/hubfs/logo.svg "logo")](https://www.xola.com/) © 2026 Xola Inc. 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