What is an alternative to Salesforce Scheduler?

Default books inbound sales meetings from your forms: a Display Scheduler node opens the Salesforce account owner's or the next queue member's calendar right after the form, and Create Activity logs the meeting on the record. Salesforce Scheduler is an add-on license for booking customer appointments inside Salesforce.

What is the best scheduler for Salesforce?

Default covers the 3 jobs a Salesforce scheduler needs in 1 workflow: Match Record and Display Scheduler book with the account owner, a queue on a Team event round robins everyone else, and Create Activity logs the meeting on the right record. Reps book on their own Google or Outlook calendar.

Does Salesforce integrate with Google Calendar?

Default connects each rep's Google Calendar directly, books meetings on their real availability, and writes each meeting to Salesforce with a Create Activity node. Reps on Outlook connect Outlook Calendar the same way. On the Salesforce side, Einstein Activity Capture syncs Google Calendar events to Salesforce records.

How do booked meetings show up in Salesforce?

Default writes them with a Create Activity node on the Display Scheduler node's Booked branch, or in a Meeting Status workflow, as an Event or Task with its WhoId set to the lead or contact. Default writes to Salesforce only from the nodes you add, and those calls count toward your org's API request limits.

More than a Salesforce meeting scheduler

Book meetings withthe right Salesforce owner

Default books meetings with the account owner or the next rep in the queue.

Request a Demo

Account owner as host

Leads from target accounts book with the account executive who owns the account.

Team event booking link hosted by a queue of sales reps

1 link for the team

SDRs send 1 booking link, and the lead books with whoever the queue picks next.

3 reps' October calendars, 2 on Google Calendar and 1 on Outlook, each showing a time

Google and Outlook calendars

Each rep connects their own calendar, so Default books on their real availability.

Booked meetings logged as Salesforce Events and Tasks on leads, contacts, and accounts

Meetings logged in Salesforce

A Create Activity step writes an Event or Task to the right lead, contact, or account.

The account owner hoststhe meeting

Match Record finds the account by domain, and Display Scheduler uses its owner as host. Leads with no matching account go to a queue.

Workflow matching a lead to its Salesforce account and showing the account owner's calendar

Lead to account docs

Lead to account matching

Match by company domain, with tiebreakers for parents, subsidiaries, and duplicate accounts.

Routing nodes docs

Routing nodes

Display Scheduler takes its host from a CRM owner, a queue, or a ruleset, with a fallback host.

1 booking link coversthe whole team

A Team event with a queue as host gives SDRs 1 link to send. The lead books with whoever the queue picks, on that rep's real availability.

Team event with a queue as host and the booking page offering open times

Round robin docs

Round robin meetings

Team events hosted by a queue, with extra hosts or optional teammates when you need them.

Booking pages docs

Booking pages

Match the booking page to your brand with colors, fonts, and your logo.

Every meeting is loggedin Salesforce

On the Booked branch, Create Activity writes an Event or Task to the lead, contact, or account. When a rep marks a no-show or a meeting is canceled, the Meeting Status trigger can update the record and start a follow-up.

Booked branch with a Create Activity step writing a Salesforce Event, and a Meeting Status workflow for no-shows

CRM nodes docs

CRM nodes

Create Activity, Match Activity, and Update Activity write Salesforce Tasks and Events.

No-shows docs

Reminders and no-shows

Email and SMS reminders, and a no-show action that gives a queue rep their turn back.

Handoffs docs

Rep handoffs

An SDR books the account executive's meeting, or a rep reassigns a booked meeting to a teammate.

FAQ

Questions about Salesforce meeting schedulers

Default books inbound sales meetings from your forms: a Display Scheduler node opens the Salesforce account owner's or the next queue member's calendar right after the form, and Create Activity logs the meeting on the record. Salesforce Scheduler is an add-on license for booking customer appointments inside Salesforce.
Default covers the 3 jobs a Salesforce scheduler needs in 1 workflow: Match Record and Display Scheduler book with the account owner, a queue on a Team event round robins everyone else, and Create Activity logs the meeting on the right record. Reps book on their own Google or Outlook calendar.
Default connects each rep's Google Calendar directly, books meetings on their real availability, and writes each meeting to Salesforce with a Create Activity node. Reps on Outlook connect Outlook Calendar the same way. On the Salesforce side, Einstein Activity Capture syncs Google Calendar events to Salesforce records.
Default writes them with a Create Activity node on the Display Scheduler node's Booked branch, or in a Meeting Status workflow, as an Event or Task with its WhoId set to the lead or contact. Default writes to Salesforce only from the nodes you add, and those calls count toward your org's API request limits.