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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. 

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
    • In Xola, go to Settings > 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.