Salesforce
Match bookings to leads and contacts, and route by account owner.
Perch looks up the person booking in Salesforce and logs an event on the lead or contact.
Routing rules can read the account owner, so a returning customer always lands with the right person.
What it does
Lead and contact matching
Events logged on the record
Routing by account owner
Works with Sales Cloud
Category
CRM
Available on
Solo, Team and Practice
Set up by
Any workspace admin, in about two minutes
Built by
Perch
Put one booking link on your site this week
14 days free on every plan, no card needed. Connect your calendars, set your hours and paste one line into your website.
Scheduling for small teams that share clients. One booking link, the right person on the other end, fewer empty hours.
Made in Portland, Oregon
Perch