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Step 1: Create an Apptoto account and connect a Salesforce calendar

Section titled “Step 1: Create an Apptoto account and connect a Salesforce calendar”

In the top right corner of the Apptoto home page, select the Sign Up Free button. After clicking, a login page will appear. Select Sign Up with Salesforce to create your Apptoto account.

Apptoto signup form displaying "Sign In with Salesforce" button at bottom of form

A pop-up will appear where you enter your Salesforce login information. This allows Apptoto to sync with your Salesforce calendar.

Salesforce login screen where Apptoto users enter credentials to sync both platforms

After Apptoto verifies your login credentials with Salesforce, choose the calendar you want to connect with Apptoto. (To connect additional calendars, check the others from the list and edit individual settings later in Settings > Calendars.)

Select the Salesforce Calendar to sync in the Apptoto interface

The Calendar Name and Color options are identifiers for you in Apptoto and will not impact your Salesforce calendars. By default, the Calendar Name is populated with the Salesforce name. Once you complete those prompts, set availability (relative to online booking in Apptoto) if you want to utilize online scheduling.

Click Next to proceed.

Apptoto interface where users should enter name and details of Salesforce calendar

The next step allows you to set notification preferences for the individual calendar. Once completed, click Connect Calendar to complete the connection between your chosen Salesforce calendar(s) and Apptoto.

Apptoto interface where users should enter user name and notification settings for Salesforce calendar

It’s possible no appointments will appear immediately because Apptoto hasn’t synced your full calendar yet. Reload the page or click the Sync button to request immediate syncing. Apptoto automatically syncs with your calendar once hourly.

Apptoto interface displaying sync button users can use to pull recent Salesforce appointments into Apptoto manually

Step 2: Create a test appointment in Salesforce

Section titled “Step 2: Create a test appointment in Salesforce”

To test the connection and familiarize yourself with how Apptoto and Salesforce interact, create a test appointment one week from today in Salesforce using your cell phone number and email address as you normally would.

Then click the Sync button to pull in the new appointment.

Apptoto will fetch your newly created appointment and extract the contact information from it. You should see the appointment on the right side.

For next steps, see Message Setup.